Set up reports across multiple QuickBooks or Xero files. Are you an accountant who manages 20 different clients on QuickBooks Online? Create a single report across all 20 clients, then filter it down to see the client you're running a report for.
Migrating off of QuickBooks Desktop onto a combination of QuickBooks Online and an inventory management system? Use Easy Insight to help prepare data for upload to your inventory management system and to keep your sales and purchase history. Use that history to track trends, inform forecasting, and make sure you don't lose any valuable information.
Is your business primarily run through your accounting platform rather than e-commerce or inventory systems? Analyze sales and profit trends across any time periods and forecast inventory replenishment. You can even define your own bills of materials (BOMs) to forecast components used in kitting or manufacturing. For more information, see our Inventory Forecasting page.
Make sure your invoices match between what's tracked in your e-commerce and inventory systems and your accounting system. Click directly from a sales report on your inventory system back into the invoice in your accounting system. For more information, see Inventory and Accounting.
For more about how Easy Insight can help your business, take a look at our All Industries page.
