144 GOULD ST, SUITE 205, NEEDHAM, MA 02494

INFO@SIEGELSOLUTIONS.COM

Facebook icon linkedin icon X icon Instagram icon

24 Feb Inventory with QuickBooks Online Article

Posted at 19:24h in Blog by

When it comes to managing inventory efficiently, there are a plethora of QuickBooks Online software integrations to choose from. With so many options available, it can be overwhelming to decide which one is best suited for your business needs.   

In this blog, we will guide you through our top three recommended QuickBooks Online applications for inventory software integrations. We will delve into the key features of each software to help you make an informed decision that aligns with your inventory management requirements.  

Cin7   

Cin7 is a comprehensive cloud-based inventory management system designed to streamline operations for businesses of all sizes. It offers flexible and scalable solutions for a variety of industries, particularly e-commerce platforms such as Etsy and Amazon.  

The key benefits of Cin7 include:  

  • Multi-Channel Sales Integration: Provides a centralized platform for managing inventory across various sales channels, including e-commerce platforms, brick-and-mortar stores, and online marketplaces.
  • Order Management and Fulfilment: Facilitates efficient order processing from creation to fulfillment. It also automates order workflows, handles backorders, and offers tools for order customization.
  • Integrated Point of Sale (POS): Integrates with Point-of-Sale systems, enabling businesses to manage both online and offline sales from a unified platform.  
  • B2B E-Commerce Capabilities: Offers features specifically designed for businesses involved in B2B transactions, including functionalities like customizable pricing, quoting, and order approval workflows. 

 

Katana  

Katana is a newer and more affordable cloud-based inventory management system that caters to businesses across all industries. The platform offers a wide range of features and seamless integration capabilities to support various workflows.  

The key benefits of Katana include:  

  • Real-time insights: Provides real-time insights into inventory across all locations and ensures end-to-end traceability.   
  • Purchase Management: Includes built-in purchase order tracking to help maintain optimal stock levels, identify supply chain delays, and enhance procurement efficiency.  
  • Sales Order Management: Connects all your online and offline sales channels, offering a comprehensive view of inventory and orders.  
  • Planning and Forecasting: Enables you to predict future inventory needs by analyzing current sales data and past trends to make data-driven decisions to maintain optimal stock levels and streamline the supply chain.  

  

SOS Inventory  

SOS Inventory is a specialized inventory and order management software tailored for small and medium-sized businesses. With its user-friendly interface and advanced integration capabilities, the platform is well-suited for a variety of industries, equipping businesses with essential tools for maintaining efficient inventory control and streamlining order fulfillment processes.  

The key benefits of SOS Inventory include:  

  • Real-Time Inventory Tracking: Offers real-time inventory tracking feature, offering accurate and up-to-date information on stock levels, locations, and movements.  
  • Sales Order Management: Allows businesses to efficiently manage sales orders, from creation to fulfillment. Users can easily create, edit, and track sales orders, manage backorders, and monitor the entire order fulfillment process.  
  • Multi-Location Support: Supports businesses with multiple warehouses or locations, enabling users to track inventory across different sites, transfer stock between locations, and maintain visibility into stock levels at each warehouse.  

Discover more about the advantages of integrating SOS Inventory with QuickBooks Online in our recent webinar. https://youtu.be/94T_FFrgN7k 

Get Your Inventory Software Integrations with Siegel Solutions!  

No matter your inventory needs, there are several inventory management platforms that can be easily integrated with QuickBooks Online. 

For support in selecting the right inventory software integration for your business, contact Siegel Solutions for support! We are here to help you streamline your business operations so you can focus on what truly matters. https://siegelsolutions.com/contact/  

Looking to migrate to QuickBooks Online? We offer a free migration for the first 20 customers who sign up for QuickBooks Online.*  https://quickbooks.intuit.com/partners/irp/buyqbopayroll/?cid=irp-907  

*Minimum services level requirement to receive a free subscription.

Print page


kim

Kimberly Mitchell
Partner Development Manager

Kim is a Partner Development Manager with 10 years of experience working with Strategic Partners. As a 19-year veteran with Intuit and a history of driving growth and sales results within the QuickBooks echo system Kim, brings a wealth of knowledge to our team by assisting us with sales and marketing initiatives while helping us strive for the highest net promoter (clients satisfaction) scores. Kim is passionate about creating and nurturing new partnership opportunities through the relationships she has built over the past 25 years of sales experience.

This will close in 0 seconds

Noah

Noah Raney
Senior Account Payroll Manager

Noah is our dedicated Intuit Senior Account Payroll Manager who can help you find the right payroll solution for you and your business. He is well versed in all of the QuickBooks platforms being desktop/online/standalone and payroll has been his world since joining Intuit 13 years ago. Whether you are looking for ways to save on time, reduce inflated payroll costs or just get set up with the best discounts, he is here to help. Your success and satisfaction are of utmost importance!

This will close in 0 seconds

Sean

Sean McCaffery
Global Channel Sales Partnerships and Alliances Leader

Sean McCaffery has more than 15 years of experience leading channel sales and cloud solutions in the US and Internationally. Sean has held leadership positions with Avaya in Europe growing the channel business with resellers and distributors in key countries driving double-digit growth. He then joined Rackspace Technology and was instrumental in developing sales growth strategies in cloud adoption for customers and partners. Most recently, he ran channels at Dizzion responsible for dynamically growing and expanding the partner ecosystem through SaaS-based VDI solutions before joining Intuit. Currently, he runs the QuickBooks Solution Provider Program supporting the strong business that solution providers and ISV partners have established as well as finding new opportunities to drive emerging mid-market growth together!

This will close in 0 seconds

Gabor

Gabor Terebesi
Payments Account Manager

Gabor Terebesi is an Account Manager with the Payments Team of Intuit for over 15 years. He works in the partner division for Intuit payments to ensure Intuit partners along with any clients of theirs are in the most suitable and financially cost-effective solution accepting payments through eCommerce, QuickBooks, mobile payments, or any other options necessary for their business.

This will close in 0 seconds

Aimee Garneau
Accounting Manager

Aimee joined Siegel in 2022 as the Accounting Manager overseeing the accounting and bookkeeping team. Aimee brings 18 years of experience with increased responsibility with privately and publicly held companies. Her experience lies with SaaS-based companies as well as in healthcare, consulting, education and nonprofits. Prior to joining Siegel, she held accounting leadership positions with Waban Projects, Elastic Path, Moltin, and Ned Davis Research. Aimee loves partnering with business owners to establish financial reporting and results that promote growth and expansion. When Aimee is not working, she loves spending time with her family and friends and exploring all New England has to offer. She is also an avid Red Sox fan and enjoys going to Fenway Park when she can.

This will close in 0 seconds

Jeffrey Siegel
CPA, CEO

Jeff has spent the last twenty years working providing solutions to emerging growth businesses. After graduating from Northeastern University, he spent five years working with two multinational CPA firms in an auditor capacity building a foundation for understanding how business work. He later went on to work in various controller and CFO roles before starting Siegel & Associates (previously Siegel Financial Group) in 2000. In those roles, he sold a company to ADP, raised funds for a major expansion of a large regional IVF clinic, and helped set up accounting and financial structures for dozens of companies. Since starting Siegel & Associates, Jeff has worked with hundreds of clients providing accounting system solutions. Those solutions include setting up QuickBooks in a single-user environment putting in QuickBooks Enterprise in a 30-user environment and integrating various add-ons including inventory, CRM, and e-commerce. He is a Certified Public Accountant, a QuickBooks Pro Advisor, a QuickBooks Advanced Pro Advisor, and an Intuit Solution Provider certified in Enterprise Solutions, Point of Sale & QuickBase. Jeff is also a Microsoft Certified Systems Engineer

This will close in 0 seconds

Lori Swartz
Client Support Manager

After graduating from Boston University, Lori spent eight years working in various managerial positions for two national companies. In those positions, Lori developed the skills necessary to manage multiple projects, clients, and resources. She later went on to work for a management company that handled over 25 real estate properties with multiple tenants. Lori joined Siegel Solutions in 2003 as a client services manager where she utilized her skills developed to manage multiple clients and multiple staff. She recently moved into the client support manager role where she is responsible for meeting with and onboarding new clients, managing and maintaining our technology stack along with QuickBooks setups, conversions, training, and consulting.

In her free time, Lori enjoys spending time with her family. She loves to travel, music, and theater.

This will close in 0 seconds

Janet Jodoin
Bookkeeping Associate

Janet joined Siegel Solutions in May of 2022 as an Associate Bookkeeper. In her younger years, while raising her family, she completed her degree in Business and she spent 20 years in the trades as a custom designer. Janet also has 16 years in corporate management. Her strong team support, training, and development led her to support and manage Human Resources. Janet's desire to change careers has led her to return back to bookkeeping at Siegel Solutions. In Janet's free time she enjoys spending time with her growing family. Her personal favorite is creative landscaping in her yard. She also enjoys working alongside her partner in construction and remodeling.

This will close in 0 seconds

Tricia Gullage
Associate

Tricia Joined Siegel Solutions in 2022 as a bookkeeper and works with our clients to keep their day-to-day bookkeeping in order. Tricia has 12 years of bookkeeping experience working for a large construction company for 10 of those years handling all their accounting and Payroll. She met Jeff our CEO while working there and decided she wanted to join our team.

When not working Tricia enjoys spending time with her family and friends. She recently moved up to the lakes region in NH and loves going to concerts, enjoying her time boating and snowmobiling.

This will close in 0 seconds

Ed Jaworski
Professional Services Manager

With over 21 years of corporate experience at PeopleSoft Consulting, Sun Life Financial, and KPMG, Ed brings a big business approach to small business solutions. Prior to joining Siegel Solutions in 2022, Ed helped small businesses get the most out of QuickBooks for 21 years as a co-founder of SMB Partners and the founder of Solutions for Office Software.

Ed is an Advanced Certified QuickBooks® ProAdvisor, a Certified QuickBooks® Point of Sale ProAdvisor, a Certified QuickBooks Enterprise Solutions ProAdvisor, and a Certified SOS Inventory Consultant. Ed holds an MS in Computer Information Systems from Bentley University and a BS in Business Administration from Northeastern University.

This will close in 0 seconds

Debby Mono
Firm Administrator

Prior to joining Siegel Solutions in March 2023, Debby had been working in administrative and executive assistant roles for many years in various fields. Her extensive background in these positions has provided her with a range of skills and knowledge that are valuable in her new role as a Virtual Administrative Assistant. She graduated from Suffolk University with a Bachelor's Degree.

Outside of work, Debby can be found at football fields or dojos cheering for her sons. She also enjoys hikes with her dog, Sawyer, reading, sports, and live music. She and her husband also love to entertain family and friends.

This will close in 0 seconds

Letitia Cote
Senior Associate

Letitia has an accounting degree and has been working in the Accounting/Bookkeeping industry for over 25 years. Tish is also an Acumatica Business Consultant. Outside of work, Tish has 4 grown children and 5 grandchildren, she loves to ski, hike, bike, and be outdoors. Tish has worked with Jeff for over 10 years.

This will close in 0 seconds

Andrea Alencar
Associate

Andrea graduated from Bridgewater State with a Bachelor's degree in Accounting. Andrea joined Siegel Solutions in 2022. Andrea has gained accounting experience working in various industries including a CPA firm, legal, hospitality, and telecommunications. Before coming to Siegel Solutions Andrea previously worked as a bookkeeper and staff accountant.

Andrea has 4 kids which keep her busy. Outside of work, Andrea enjoys spending time with her kids, being outside, cooking, and going to softball/baseball games.

This will close in 0 seconds

Mike Derrico
IT

I started my career in 1983 when I designed and built a device to share a computer program, written by the president of a local bank and his son, running on an Apple Lisa computer. The device allowed the large and expensive Lisa's computer to be shared with bank employees. With this program, and with my device, we started a company to market this unique solution to banks. At this point, computer networks were just starting to be used in businesses. I transitioned my efforts to providing support for migrating banking terminal/mainframe functions to the emerging Personal Computer networking platform. For the next decade, I worked with, and beta tested, numerous technologies to integrate the banking functions from dumb terminals into the now smart desktop computers. After working with a few small consulting firms, I started my own company focusing on providing I.T. support to SMBs. More recently I am now doing the exact opposite by helping customers migrate their PC applications and data from their local computers to The Cloud. A few years ago, I joined Siegel Solutions to add my years of I.T. experience to their firm.

In my spare time, I like to travel, fly my drone and, most importantly, spend time with my family. I also still enjoy tinkering with technology.

This will close in 0 seconds

Pat Jaworski
Associate

After spending most of her corporate career in the insurance industry, Pat joined a QuickBooks consulting firm providing bookkeeping services to several small companies. Late in 2022, that firm merged with Siegel Solutions, Inc., bringing Pat and her clients to the group. She provides services to clients in a variety of industries: fitness, construction, beauty, equine care, and medical billing, to name a few. She enjoys supporting her clients by keeping their financial records in good shape and allowing them to focus on growing their respective businesses.

Pat resides in the 495/MetroWest area with her husband Ed, daughter Abby and Duffy, their lovable, energetic golden retriever.

This will close in 0 seconds

DeeAnna Keyes

Sales and Marketing Associate

DeeAnna Keyes, has been our Sales and Marketing Associate since December 2023. She brings a wealth of experience, having worked at Intuit with a focus on Quickbooks Online and Quickbooks Desktop. With a robust sales history and a license as a real estate agent in Virginia, DeeAnna is a versatile professional. Outside of work, she cherishes family moments, indulges in camping with friends, and finds joy in entertaining at home with her husband and four children.

This will close in 0 seconds

Janice Kats

Associate

Janice Kats graduated from Carl Sandburg College with an Associate Degree in Accounting in 1992 and has been working in the accounting field ever since in various jobs doing AR, AP, payroll, office management, and bookkeeping before joining Siegel Solutions in late 2023.

In 2022, she made the decision to branch out on her own and started her own bookkeeping business, working from home.

She is a mom to 3 grown children and a grandmother to 5 grandchildren and enjoys spending time with her husband and two dogs and following her grandchildren in all of their sports.

This will close in 0 seconds

Olga Shteynberg
Administrative Assistant

Olga joined our team as our in-office Administrative Assistant this past January, bringing with her valuable past administrative and customer support experience.

She resides in Natick with her fiancé, two daughters, and a dog. Originally from Russia, Olga relocated to the States at the age of ten with her parents and an older sister.

Outside of work, Olga enjoys spending quality time with her family, traveling, and reading. She also practices yoga and meditation, helping her stay grounded when she’s not in the office.

This will close in 0 seconds