Question

How to manage inventory with Shopify Retail POS and QB Desktop 2024 (along with a Service program)?

Forum|Forum|2 years ago
April 20, 2024
2 replies
21 views

Please excuse my total ignorance, but I'm trying to figure some things out for the company that I work for and none of us are super computer savvy and I don't know accounting stuff very well - but:

Our company has a small retail store and showroom and we are now using Shopify Retail POS there. We also have a big Service Department and we've never had a good service program to streamline things and have access to helpful tool and features, etc. We are running Shopify POS into QB Desktop 2024 and I'm trying to figure out how to best manage the inventory.

We are looking in intergrate a service program such as Bluefolder or House Call Pro or something similar and the tracking of inventory makes my head spin a bit. To me personally it seems like we could use QB Desktop as the "Parent" software and input and pull inventory out of there. I was told that QB Desktop 2024 doesn't do inventory, but I'm reading otherwise online.

Shouldn't we be able to accept PO's in QB Desktop and then integrate Shopify POS and the Service Program both into QB and when either program makes a sale it would automatically pull any inventory back out of QB once reconciled or whatever?

Or does anyone else have any other suggestions as to how we make this work? Again, this is NOT my forte at all, but I'm doing my best to try to get us out the stone age and it's been very difficult with millions of possibilities, but none so far that seem to address this issue.. at least not that I've been able to figure out on my own.

Any detail, advice, resources, links, etc would be greatly appreciated! Total layman here... Thanks all!!

QuickBooks Desktop

K

KimberlyS

Moderator

We appreciate you joining us in the Community, cca_110.

Let me share information regarding inventory tracking with QuickBooks Desktop (QBDT) 2024.

Yes, you can utilize QBDT 2024 to manage your inventory, which can also be used as a parent software. However, if you want to automate the process, you can integrate several applications that could meet your business needs.

On the other hand, please know that the program can only generate purchase orders. Syncing data to another service program will depend on the connector you're utilizing.

Nevertheless, I recommend seeking advice from your bookkeeper for the most suitable setup for your business.

Moreover, you might want to scan these materials that contain information to help you manage your inventory within QBDT:

Furthermore, consider reviewing these resources for guidance on tracking accounts payable and receivables to keep your record accurate:

Feel free to revisit this forum if you have additional questions when managing your inventory or other related concerns in QuickBooks Desktop. We'll be around to help.

C

cca_110Author

hi,thanks much for getting back to me. Much appreciated. While our co.'s bookkeeper has become fairly familiar with QB Desktop over the years, she isn't too famiar with setting up all the different apps and software to best meet our needs which is why I'm trying to do some research to figure some things out.

Thanks for the resources. I actually saw a couple of those just before posting, but not all of them so I'll check them out.

Do you happen to have an recommendations for the different "connectors" for syncing QBDT to other programs at all? I'm sure there's a ton of options, but if you know of any tried and true options I would love to know so I can check them out. I'm hoping there's a 3rd party app that can help sync both Shopify POS AND a program like Bluefolder or House Call Pro to QBDT and then it seems to me that as long as we receive PO's through QBDT then the POS and the Service software should put items out of QBDT's inventory when we close out invoices on either program and that should keep inventory up to date... does that sound right at all?

Thanks again!

J

JamesAndrewM

Moderator

Hello there,

You may want to find some third-party applications that suit your needs in the Apps for QuickBooks Desktop webpage or by following this link: https://desktop.apps.com/home.

Once on the page, follow the steps below:

Go to All Applications.
On the search tab, type in the clue word of the specific app you're looking for.
Click the magnifying glass to search.

You can utilize this article to customize any report: Customize reports in QuickBooks Desktop.

Thanks for dropping by. We're available 24/7 to tend to each of your concerns. Don't hesitate to post here again. Stay safe!

E

Eleanor Cleverence

You're juggling quite a bit here, I totally get it. First off, whoever said QuickBooks Desktop doesn’t handle inventory was wrong. It does, and using it as the "parent" is a solid plan. You can accept POs in QB and have shopify POS and whatever service program you choose link into it. When you make a sale, both Shopify and your service program can update inventory in QB, though getting this seamless integration takes some setup.

Here's what i suggest: Get those systems to talk to each other. QuickBooks can handle inventory if set correctly, and shopify POS can integrate through various apps or third-party connectors. You’ll wanna explore plugins or middleware that bridge these systems - think names like Zapier or others specific to QuickBooks and shopify.

For the service department, integrating something like Bluefolder should help streamline workflows. Ensure any inventory tracked updates QB. This may mean syncing your service software directly with QB or via a connector.

it's tricky, yep, but once done, it cuts down manual entries, reduces errors, and everything's updated in real-time. Docs and forums are your best friends on this. Don’t shy away from investing in expert advice if needed; it could save a lot of headache later on. You're on the right path - just step by step.

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