This webinar was hosted by Orders in Seconds (OIS) and Fourlane on the topic,
“Having Problems Managing Your Inventory Using QuickBooks? Talk to an Expert”.
Many wholesale distributors and manufacturers struggle with managing inventory so the answer to the question “Having Problems Managing Your Inventory Using QuickBooks?” is a resounding “YES”. Followed by which version of QuickBooks is right for my inventory business?
In this webinar video, you will learn best practices that will help you decide which QuickBooks version is right for you, who handle inventory.
Our hosts and speakers are Lori Walsh, Fourlane partner and Frank Monterrosa, OIS Product Specialist.
Webinar Video: Having Problems Managing Your Inventory Using QuickBooks? Talk to an Expert”
In this webinar, Lori answered the 6 following FAQs:
Question 1 – Time 5:41
Which QuickBooks is Right for Me?
Question 2 – Time 9:04
How do I best set up and organize my inventory in QuickBooks? Add or adjust?
Question 3 – Time 13:28
When I buy cases from vendors, then sell in units, which (QuickBooks) version supports this?
Question 4 – Time 15:59
How can I manage and reorder low level inventory products because of the supply shortage?
Question 5 – Time 20:15
Can I handle multiple warehouses with QuickBooks Online?
Question 6 – Time 22:40
How do I know how much money and inventory (quantity) I have at the warehouse?
Audience FAQs – Time 35:15
Additional FAQs from the audience that Lori answered.
In this webinar, Frank shared how the OIS mobile solution integrates with QuickBooks:
OIS + QuickBooks Integration – Time 29:26
Frank’s shares the benefits and how the Orders in Seconds’ QuickBooks mobile solution, OIS Pro App, easily integrates with QuickBooks for wholesale distributors and manufacturers with DSD or pre-sales teams.
More Information About the Speakers
Lori Walsh, is a Fourlane partner and QuickBooks experts which answered the frequently asked questions (FAQs) received from OIS wholesale distributors and manufacturers who need help with QuickBooks inventory management in QuickBooks Desktop & Online.
Lori works with customers from many different industries, including eCommerce, manufacturing, and retail.
She has more than 30 years experience in accounting and management, with a Master’s in Business Administration from Ashford University.
Lori is an Intuit Certified ProAdvisor with advanced certifications in QuickBooks Enterprise and QuickBooks Time.
Frank Monterrosa, was Lori’s co-host in the webinar, he is the OIS Product Specialist, who assisted Lori in asking the FAQs and any additional questions that came up during the webinar regarding our OIS mobile solutions and integration with QuickBooks.
Frank graduated with honors and earned his Bachelor’s in Marketing and Advertising.
He has participated in many leadership and entrepreneurship courses, with more than 15 years of experience in customer service, marketing, and sales.
Currently, he manages the US and Latin American markets for Orders in Seconds.
Additional Resources
Are you a wholesale distributor or manufacturer and having problems managing inventory using QuickBooks or have questions about QuickBooks for inventory management?
Talk to a QuickBooks Expert – Lori Walsh (Fourlane Partner) – Learn More
More Information About QuickBooks Inventory
QuickBooks Inventory is a feature in QuickBooks software that helps businesses track and manage their inventory levels, costs, and sales. QuickBooks Inventory provides tools for businesses to create purchase orders, receive inventory, track inventory quantities and values, and create sales orders and invoices.
With QuickBooks Inventory, businesses can easily monitor their inventory levels and costs, enabling them to make informed decisions about purchasing, pricing, and sales. It also allows businesses to set reorder points and create reports that provide insights into their inventory performance.
QuickBooks Inventory also provides businesses with the ability to assign multiple inventory locations, including warehouses, stockrooms, and trucks. This enables businesses to track inventory across multiple locations and manage inventory transfers between locations.
One of the main benefits of using QuickBooks Inventory is that it integrates with other features in QuickBooks, such as sales orders, purchase orders, and invoices. This integration helps to streamline the inventory management process and reduce the likelihood of errors and inconsistencies in inventory data.
Overall, QuickBooks Inventory is a powerful tool for businesses of all sizes that need to manage their inventory efficiently and effectively. By providing real-time visibility into inventory levels, costs, and sales, businesses can make informed decisions about their inventory and optimize their operations for success.
QuickBooks Inventory provides a comprehensive solution for businesses looking to streamline their inventory management processes.
QuickBooks Offers a Comprehensive Suite of Inventory Management Features for Businesses of All Sizes
- QuickBooks Warehouseing, can be used to track inventory items across multiple warehouses and locations, ensuring accurate stock levels at all times.
- QuickBooks Online Ordering System allows businesses to process customer orders online and automatically update inventory levels, providing a seamless ordering experience for customers.
- QuickBooks Inventory Control enables businesses to track inventory quantities, set reorder points, and receive alerts when inventory levels fall below a specified threshold.
- QuickBooks Inventory App provides additional inventory management capabilities such as barcode scanning and mobile access to inventory data.
- QuickBooks Online Inventory Apps can be used to enhance inventory management capabilities and automate key inventory tasks.
- QuickBooks Inventory Tracking, allows businesses track inventory levels in real-time, view inventory history, and generate reports to gain insights into inventory performance.
- QuickBooks Online Inventory makes it easy to track inventory quantity, manage inventory items, and streamline the inventory management process.
Additional Quickbooks Features
QuickBooks is an accounting software that offers many features beyond just inventory management. With QuickBooks, you can manage your finances, create invoices, and generate financial reports. This makes it an all-in-one solution for businesses looking to streamline their operations.
QuickBooks Order Management
The QuickBooks Order Management feature enables you to track and fulfill customer orders from one central location. With QuickBooks Online Order Management, you can create sales orders, send invoices, and manage your customer information easily. This saves time and reduces errors associated with manual data entry.
QuickBooks Inventory Reorder Quantity
QuickBooks inventory reorder quantity is a feature that helps businesses optimize their inventory levels by automatically calculating the quantity of products to reorder based on sales history and other relevant factors. This feature eliminates the need for manual calculations and reduces the risk of stockouts and overstocking.
Warehouse Management
For businesses with warehouses, QuickBooks can integrate with Warehouse Management Systems (WMS) to optimize warehouse operations. WMS solutions automate and streamline warehouse processes, making it easier to manage inventory and fulfill orders accurately and efficiently.
Cloud-Based Accounting Software
QuickBooks is a cloud-based accounting software, which means that you can access it from anywhere, anytime. This feature is particularly useful if you have multiple warehouses or retail locations. The cloud-based software allows you to manage all your inventory, orders, and finances from a single dashboard.
Barcode Scanning with QuickBooks Online
QuickBooks Online also offers support for barcode scanners, which can help you manage your inventory more efficiently. The barcode scanning setup wizard can help you get started, and you can even generate barcodes for your items using the QuickBooks barcode generator. This way, you can quickly scan items as they are received or sold, making it easier to keep track of your inventory.
In Conclusion
In conclusion, QuickBooks is an excellent option for businesses looking to streamline their inventory management and order fulfillment processes. With its powerful inventory module, online order management feature, and cloud-based platform, QuickBooks offers everything you need to manage your inventory and orders seamlessly. Whether you have a small business (quickbooks software for small business) or a large enterprise, QuickBooks can help you optimize your operations and save you time and money.
Are you a wholesale distributor or manufacturer currently using QuickBooks who is looking to improve store visits, sales orders and QuickBooks invoicing?
Talk to an Orders in Seconds Expert to learn more about the QuickBooks Integration with the OIS Solution and QuickBooks Pricing Plan for Wholesale Distributors – Frank Monterrosa (OIS Product Specialist) – Learn More
Learn more about how this DSD Sales Guide can help improve your DSD distribution business by managing inventory.
