Navigating the world of inventory management is daunting, especially as your business grows. QuickBooks has made strides in providing basic inventory management features, but sometimes, you need more. That’s where software integrations come in. 

In this blog, you’ll discover the top five QuickBooks inventory management software integrations that: 

• Give you more control over your inventory.
• Keep you better organized.
• Boost efficiency and productivity.

Let’s jump in!

What’s the difference between inventory management and supply chain management?

Inventory management and supply chain management are two crucial aspects of a successful business, but they serve different functions. 

Inventory management focuses on tracking and controlling the products within your company. On the other hand, supply chain management encompasses the entire journey of a product, from raw materials to the final delivery to your customer. 

When inventory management becomes complex

As your business grows, so does the complexity of your inventory management. Managing multiple products, suppliers, and warehouses becomes near-impossible on your own.

The more complex your inventory management, the more prone your business is to:

• Human errors.
• Inefficiencies in your process.
• Lost sales opportunities. 

However, with the right strategies and QuickBooks inventory management software add-ons, you can keep things under control and overcome those growing pains with ease.

Does QuickBooks have inventory management?

Yes, QuickBooks does offer inventory management features, but it isn’t a dedicated tool. Using QuickBooks for inventory management tracks your:

• Inventory levels.
• Sales and orders.
• Deliveries. 

That said, the depth of features varies depending on the version of QuickBooks you’re using but, at the end of the day, it’s primary focus is on your accounting. 

If you use QuickBooks Online or QuickBooks Desktop Enterprise, you can manage inventory from the “Products and Services” tab in the “Sales” section.

Image credit: QuickBooks

However, you need to add each item manually, which is tedious and especially difficult if your business handles many products. Also, QuickBooks’ inventory reporting capabilities are quite limited with only a handful of templates to choose from.

So, if you want to use QuickBooks for inventory management, you should also implement third-party QuickBooks inventory management software to make your processes easier and less time-consuming.

How to choose the best inventory software integration

Finding the right QuickBooks inventory management software will make you realize just how much you’ve been missing. But how do you evaluate one system over another?

When choosing your QuickBooks inventory management software integrations, consider factors like: 

• Ease of use.
• Scalability.
• Real-time tracking and updates.
• Automation features.
• Compatibility with your existing systems. 

Additionally, look for software that offers robust customer support and has positive reviews from other people in your industry.

What are the benefits of integrating inventory software with QuickBooks?

The primary benefits of integrating QuickBooks inventory management software are that you can:

• Get more advanced inventory management features. 
• Automate time-consuming tasks.
• Generate comprehensive and accurate financial reports.
• Reduce your risk of errors. 

Ultimately, implementing QuickBooks inventory integrations leads to improved operational efficiency and better decision-making. 

Top 5 inventory management QuickBooks integrations

1. SOS Inventory

Image credit: Intuitive Accountant

First up is SOS Inventory, a comprehensive inventory management solution designed to integrate seamlessly with QuickBooks Online. It’s particularly well-suited for small to medium-sized businesses looking for advanced inventory control and order management.

Key features

• Real-time inventory tracking.
• Multi-location and serialized inventory.
• Order management and fulfillment.

Limitations

• Steep learning curve for non-tech savvy users.
• Limited customization options.
• Doesn’t integrate with desktop versions of QuickBooks. 

Pricing

SOS Inventory offers the following three pricing plans:

• Companion: $59.95 per month with 2 users included. 
• Plus: $119.95 per month with 3 users included.
• Pro: $169.95 per month with 5 users included. 

For all plans, you can buy additional users for an extra $20 each. Each plan also offers an annual discount and a 14-day free trial.

2. Cin7

Image credit: Neil Patel

The next solution is Cin7, a robust inventory management platform known for its wide range of features, including POS, a B2B portal, and warehouse management. It’s designed to simplify operations and maintain accurate inventory records.

Key features

• Inventory management.
• B2B eCommerce portals.
• Order management and fulfillment.
• Integrated POS system.
• Advanced reporting and forecasting.

Limitations

• Can be overwhelming for small businesses.
• Customer support is reportedly slow at times.
• QuickBooks integration has occasional issues with syncing data and incorrect calculations of sales margins.

Pricing

Cin7 offer four pricing plans:

• Standard: $325 per month with 5 users included.
• Retailing:$550 per month with 8 users included.
• Manufacturing: $650 per month with 8 users included.
• Omni: Contact Cin7 for a quote. This plan has no user limit.

Cin7 offers a 14-day free trial to new users.

3. Acctivate

Image credit: Capterra

Acctivate is next on our list. It’s a powerful inventory management tool that integrates well with QuickBooks to improve your organization and efficiency.

Key features

• Batch processing and barcoding.
• Customer management and CRM.
• Multi-channel order fulfillment.

Limitations

• The user interface may seem outdated.
• Initial setup is time-consuming.
• Pricey for smaller businesses with tight budgets.

Pricing

Acctivate offers three pricing plans that use a one-time fee model:

• Starter: $7,496 with 1 user included.
• Professional: $13,496 with 5 users included.
• Enterprise: $21,746 with 15 users included.

Additional users are available for each plan at an additional $750 each. Acctivate also offers “Baker’s Dozen” financing, where you can pay in monthly installments. Plus, they offer a 14-day free trial. 

4. inFlow

Image credit: The Ecomm Manager

The next top QuickBooks inventory management software is inFlow, a versatile inventory solution that caters to businesses of all sizes. It’s popular for its range of features, from sales and purchase orders to inventory tracking and reporting.

Key features

• Comprehensive inventory management and tracking.
• Sales and invoicing.
• Barcode generator.
• B2B portal.
• Reporting and analytics.

Limitations

• Users have reported a lack of in-depth customization for reports. 
• Limited third-party integrations.
• The interface is not very friendly on desktop or mobile.

Pricing

inFlow offers four pricing plans:

• Entrepreneur: $110 per month with 2 users.
• Small Business: $279 per month with 5 users.
• Mid-Size: $549 per month with 10 users.
• Enterprise: $1,319 per month with 25 users.

inFlow offers a 20% discount on annual subscriptions and a 14-day free trial. Custom plans are also available upon request.

5. Vend

Image credit: Vend

The final QuickBooks inventory management software integration to have on your radar is Vend. It’s a cloud-based solution designed to help retailers manage their business with ease.

Key features

• Integrated POS system.
• Real-time inventory management.
• Customer loyalty program.

Limitations

• Limited features for advanced inventory needs.
• Some users report occasional system slowdowns.

Pricing

Vend offers four pricing plans:

• Lean: $89 per month.
• Standard: $149 per month.
• Advanced: $269 per month.
• Enterprise: Contact Vend for a quote.

Vend offers a sizable discount on annual subscriptions and a 14-day free trial. You can also add additional users to all the above plans for an extra $59 each.

QuickBooks inventory gets you started, Method helps you grow

Method is the #1 process automation tool for QuickBooks users. It takes care of the work you can do but don’t want to by automating key workflows such as:

• Invoicing and estimates.
• Payment collection.
• Customer support.
• Follow-ups and reminder emails.

Whether it’s contact management, estimate approvals, or collecting payments, Method automates your quote to cash cycle to strengthen your customer experience and internal operations — all while integrating in real-time with QuickBooks.

Key takeaways

It’s important to acknowledge the complexities that arise with inventory management as your business grows, and how QuickBooks integrations help you address those challenges. 

Effective inventory management is crucial for business success, and leveraging the right tools  gives you a leg up over the competition. Using QuickBooks for inventory management on its own is nothing compared to the robust inventory management system you’re able to build with integrations.

Equipped with this list of the top five QuickBooks inventory management software integrations, you can begin simplifying your inventory processes right away and make life a whole lot easier for everyone.

See why inventory-based businesses on QuickBooks love of Method.

Image credit: DC Studio via Adobe Stock

QuickBooks lets you create custom invoices that have the look and feel you want. But the ways to personalize your invoices in QuickBooks aren’t exactly obvious. 

This blog will teach you how to customize your invoices in QuickBooks, from adding a logo to changing invoice details. We’ll also go over some common issues to watch for.  

Let’s get started!

What are custom QuickBooks invoice templates?

Custom QuickBooks invoice templates are personalized designs you can use for your invoices in QuickBooks. You can use QuickBooks’ pre-designed invoice templates or create your own.

These templates let you tailor invoice elements like:

• Layout.
• Logos.
• Fonts.
• Colors.

Some of the main benefits of learning how to customize invoice in QuickBooks include:

• Presenting professional and consistent documents.
• Staying consistent with your brand identity.
• Promoting clarity and readability for your customers.
• Ensuring all essential financial information is included.

Changing your invoice template layout in QuickBooks

The first thing to do when learning how to customize invoice in QuickBooks is change the template layout. 

By clicking “Layout Designer”, you’ll find plenty of options to design and personalize your custom QuickBooks invoice template. 

When the “Layout Designer” page opens, you’ll notice soft green boxes — these represent where a printed envelope would fit. This feature is essential if you’re mailing windowed envelopes, as it ensures a proper fit.

You can also rearrange other invoice components to create a unique layout.

Here are some examples of components you can shift around to tailor your invoices:

• Text boxes.
• Payment terms.
• Item descriptions.
• Images.

Next, let’s learn how to customize invoice in QuickBooks!

How to customize invoice in QuickBooks

Based on our observations, learning how to customize invoice in QuickBooks enhances your branding and makes documents clearer for your clients.

Here’s a step-by-step tutorial with written instructions below for reference:

Step 1: Launch QuickBooks and open your company file.

Step 2: Navigate to the “Customers” menu from the top menu bar and choose “Create Invoices.”

Step 3: Click on the “Formatting” tab at the top of the “Create Invoices” window. 

Step 4:  From the drop-down menu, select “Manage Templates.” 

Step 5: Click on the template you want to modify and click “OK.”

Step 6: The “Basic Customization” window will appear after choosing a template. Here you can change the visual elements of your invoice.

Step 7: For advanced options, click “Additional Customization.” This lets you tailor the header, columns, footer, and more on your custom QuickBooks invoice template.

Step 8: Preview your customizations. If you’re satisfied, click “OK” to save the changes.

From now on, when you create an invoice, you can select your customized template from the template drop-down menu at the top of the invoice screen. 

Common issues to watch out for

Now that you’ve learned how to customize invoice in QuickBooks, you’re ready to add some personal touches. That said, over time, we found that here are some common issues you should be wary of:

Alignment and spacing: Uneven spacing or alignment makes invoices look messy. Ensure that all elements in your invoice are properly aligned. 

Inconsistent branding: Your invoice should reflect your brand. Be consistent with logos, colors, and fonts in all your documents.

Color choices: While it’s good to have colors that match your brand, using too many or overly bright colors can distract from the content. It’s best to stick to a simple color scheme.

Legal requirements: Depending on your location, you may have to include legally required information on your custom QuickBooks invoice templates. Be sure to check your local laws.

Printing issues: What looks good on  a screen doesn’t always translate well to paper. Always do a print preview and, if possible, a test print.

Saving changes: Forgetting to save your changes is a common issue. After customizing, always click “OK” to save your custom QuickBooks invoice templates.

How to add logo to QuickBooks invoice

Our findings show that adding your company logo is one of the best ways to incorporate branding into your invoices. 

Here are the steps to do it:

Step 1: Go to the “Customers” menu and click “Create Invoices.” Then navigate to the “Formatting” tab and select “Manage Templates.” Select the one you want to modify from the available templates. 

Step 2: In the Basic Customization window, tick the checkbox labeled “Use logo.” A window will appear where you can upload your logo. Click “Select Logo” and browse your computer for the appropriate file.

Step 3: QuickBooks automatically resizes your logo to fit, but you can manually adjust its size and placement if needed. 

Repositioning and resizing your logo

You can reposition and resize your logo by clicking and dragging it.

You can also use the sizing handles around the logo to adjust its dimensions. Make sure it aligns with the other elements of your invoice.

Can I add additional business information to accompany my logo?

We have found from using this product that you can accompany your logo with important business information. 

In the “Basic Customization” window, there are options to include your company’s name, address, phone number, and more. 

You can position these details around or below the logo as you like for a polished look.

How to change your company name on a QuickBooks invoice

Through our practical knowledge, if your company undergoes a name change, it’s crucial to update this information in your software as soon as possible.

To update your company name in QuickBooks:

Step 1: In your settings (gear icon), choose “Account and settings.”

Step 2: Select “Company”, then “✎ Edit” in the “Company name” section.  

Step 3: If your company’s legal name is the same as the company name you inputted, select the “Same as company name” checkbox. Otherwise, enter the legal name in the “Legal name” field. 

Step 4: Click “Save” and “Done” to save your changes. 

Enhance your custom QuickBooks invoice templates with Method

Method is the perfect solution for personalizing your invoices. The software boasts a powerful two-way sync with QuickBooks and key features like:

• Customer portals that let customers view and manage their invoices independently.
• Drag-and-drop customization to tailor your documents.
• Custom fields to add specific details to your invoices.

QuickBooks gets you started. See how Method helps you grow.

Image credit: Mikebita via Adobe Stock 

9 out of 10 marketers agree that personalization increases profitability. So, it’s a good idea to customize your forms to reflect your brand and personalize your customer experience.  

QuickBooks Online is a comprehensive accounting software that helps businesses simplify and manage their finances. But did you know that it also has customizable forms? 

QuickBooks Online custom form styles let you personalize your documents with the look and feel you want.

In this blog, you’ll learn:

• What custom form styles QuickBooks Online are. 
• What you can personalize in QuickBooks Online. 
• Why you should bother with QuickBooks Online custom forms. 
• How to create custom form styles in QuickBooks Online. 

You’ll also learn about the best tool to help you with personalization. 

Let’s get started!

What are custom form styles in QuickBooks Online?

Custom form styles in QuickBooks Online are customization options that allow you to change the appearance and layout of your transaction forms, such as:

• Invoices.
• Sales receipts.
• Estimates. 

With QuickBooks Online forms customization, you can integrate your business’ branding into your transaction forms. 

You can also tailor forms to your specific needs. For example, you might want to arrange the elements in your invoice differently than in your sales receipt. QuickBooks Online forms customization lets you choose from different invoice templates.

QuickBooks Online custom forms reflect professionalism and give your clients clarity by organizing the information and emphasizing essential details.

What can you personalize in QuickBooks Online?

Drawing from our experience, you’ll want to take advantage of QuickBooks Online custom forms’ flexibility. Here are some ways to personalize your forms:

• Add your logo to give forms a professional look and reinforce your brand. 
• Use your brand colors and fonts that are consistent with its aesthetic. 
• Use QuickBooks template invoice custom fields to add information specific to your business. 
• Include an invoice number for tracking and specify the date of issue.
• Outline your payment terms, like due dates and late payment policies.
• Include personalized messages and space for physical signatures.

A little customization goes a long way in improving your brand reputation and customer experience.

QuickBooks Online custom forms: Why bother?

The importance of using custom form styles in QuickBooks Online extends beyond just visuals. Here’s why you should bother with custom form styles QuickBooks Online:

Branding consistency: QuickBooks Online forms customization ensures a consistent identity for your customers.

Improved communication: Well-structured and customized forms make it easy for customers to understand information.

Customer satisfaction: Detailed and professional-looking forms enhance customer satisfaction and experience.

Streamlined processes: Since QuickBooks Online forms customization lets you incorporate information tailored to your business processes, it simplifies your operations.

Flexibility: You can tweak forms according to specific needs and make changes so they always align with your business requirements.

QuickBooks Online forms customization: Where to go

So you’ve learned about the advantages of customization and you’re ready to harness the power of custom form styles in QuickBooks Online. Here’s where to go next. 

How to create custom form styles in QuickBooks Online

You’ve learned that custom form styles in QuickBooks Online give your business documents a cohesive and credible image. Here’s how to navigate the custom form styles QuickBooks Online offers, step by step:

Step 1: Log in to QuickBooks Online. Navigate to the “Custom Form Styles” section and click the gear icon in the upper right-hand corner. This opens the Settings menu.

Step 2: In the “Your Company” section, select “Custom Form Styles.”

Step 3: Click on the “New style” button. Choose the form you want to customize by clicking “Invoice,” “Estimate,” or “Sales Receipt.”

Step 4: In the custom style editor, name your style at the top of the page to identify it easily in the future.

Step 5: Use the different tabs to customize the design aspects, message, and content of your form. 

Step 6: Preview your style, and when you’re satisfied with your customization, click the “Done” button to save your custom form style.

Now, when you create a new transaction, like an invoice or sales receipt, you can choose your custom form style from the “Customize” drop-down menu.

Remember that QuickBooks Online might limit the number of custom form styles you can create depending on your subscription plan, so make sure to check your plan details if you run into any issues.

Enhance your personalization with Method — the #1 automation tool for QuickBooks users

Method CRM is the best tool for QuickBooks users to take forms like invoices to the next level. 

It seamlessly integrates with QuickBooks and elevates personalization with these key features:

• Drag-and-drop customization to tailor your forms to specific needs.
• Real-time sync with QuickBooks so your records are always accurate and up to date.
• 360-degree customer views empower you to create highly personalized forms that resonate with your clients’ preferences.

See how you can let Method do for you what pens, paper, and sticky notes just can’t.

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