New Stockpit + QuickBooks Integration: Enhance Your Efficiency!

QuickBooks Online: The Leading Choice for Small and Medium Businesses Worldwide

With over 7 million users worldwide, QuickBooks Online, developed by Intuit, is an online accounting and invoicing software designed for small and medium-sized businesses (SMBs).

QuickBooks Online offers a comprehensive range of accounting, financial management, and invoicing tools, designed to simplify the complex processes associated with managing a company's finances and to facilitate collaboration with accounting firms. Among its flagship features are real-time expense tracking, detailed financial reports, and invoice and payment management.

Renowned for its user-friendly interface, QuickBooks Online is widely used by entrepreneurs and businesses of all sizes and across various industries. Today, QuickBooks Online is a benchmark for many clients and accountants worldwide.

Stockpit, our inventory management module, seamlessly integrates with QuickBooks Online to provide complementary solutions for entrepreneurs looking to streamline and elevate their inventory management.

Why Connect Stockpit to QuickBooks Online?

Comprehensive Business Management

The integration between these two solutions goes far beyond simple data synchronization: QuickBooks Online's experience is enriched with inventory management features that were previously unavailable, such as multiple stock locations, reserved stocks, shipping orders, barcodes, assemblies, and traceability.

QuickBooks Online users can now oversee their entire business operations seamlessly through an integrated solution. With complete visibility into their inventory in Stockpit, they can avoid stockouts, plan backorders, and optimize their stock levels.

Real-Time Inventory Status

Whether your products are in the process of being purchased, reserved for customer orders, or available in your stock location, Stockpit provides a comprehensive overview with precise, automated tracking of inventory movements. With every product, order, quote, or invoice entered in QuickBooks Online, your stock is automatically updated in Stockpit. You have real-time visibility into your inventory, ensuring you know exactly what you have on hand at all times.

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Streamlined Reorders

Stockpit offers designed features to simplify your reordering process, ensuring you restock at the right time. Say goodbye to stockouts or overstocking! Set up reorder points, alerts, suppliers, and place purchase orders with just a few clicks. The supplier invoice is automatically generated in QuickBooks Online, simplifying your restocking workflow.

Who can Benefit from this Integration?

• Businesses operating in both B2B and B2C sectors that use QuickBooks Online for customer invoicing.
• Small businesses with 1 to 20 employees, primarily focused on product-based operations.
• Diverse business types including resellers, distributors, wholesalers, importers/exporters, craftsmen, and contractors.
• A wide range of industries, including Medical Supplies, Construction, Food & Beverage, Technology, Health & Beauty, Automotive Parts, Fashion & Accessories, Sports & Leisure, and Craft & Home Decor.

Advanced Features of Stockpit

Stockpit offers advanced inventory features that go beyond the basic options of QuickBooks Online.

Multiple Stock Locations

For businesses with multiple stock locations (warehouse, office, truck, etc.), Stockpit provides precise and comprehensive visibility. This allows you to track product inventory, adjust reordering levels for each of your stock locations, and optimize stock allocation to meet customer demands, simplifying delivery and shipping management.

Watch the demo video

Barcodes

From a barcode scanner, your mobile phone, or your tablet, you can scan the barcodes of your products and have them appear directly in your documents for increased efficiency.

Watch the demo video

Reserved Stock and Shipping Orders

When creating a sale in QuickBooks Online, Stockpit generates an order, while reducing your available stock and reserving the corresponding products. Once the associated shipping order is created, it updates your on hand stock. This process helps separate the sale from the delivery of the products.

Watch the demo video

Product Bundles

An essential feature for precise inventory tracking and sales optimization is the ability to create product bundles in Stockpit.

You can create three types of product bundles:

• Assemblies: to build finished products from stock components
• Kits: for offering discounts or bundled deals
• Packagings: for selling and purchasing in specific quantities and formats

Read our case study on assemblies, kits and packagings.

Traceability

Whether you're in the medical, food, or cosmetic industry, Stockpit offers product traceability features.

• Batch and serial numbers management to quickly track and identify merchandise you manufacture, distribute, and sell. This enhances supply chain optimization, ensures product quality control, and facilitates return management.
• Sorting products with nearing expiry dates and alerts when batches are approaching expiration, preventing them from being selected for sale. This functionality minimizes the risk of loss and enables proactive waste management.