case study

Ecommerce Controller Uses ConnectBooks to Make More Profitable Decisions

ConnectBooks makes it much easier to be able to track your income, returns - all those items and see exactly where the products are selling well and not selling well. It has saved me hours of time. ”

Jonathan Katz
CONTROLLER, ADAR GLOBAL

The client

Adar Global is an ecommerce company that, like many others, relies on accurate financial and inventory tracking to make informed business decisions. Jonathan Katz, Controller for Adar Global, sought a solution to overcome the limitations of their existing accounting software.

The challenge

QuickBooks' Inventory and Sales Blind Spots

Before ConnectBooks, Adar Global was attempting to manage their inventory and sales tracking within QuickBooks. However, this proved to be a significant hurdle. QuickBooks lacked the granular detail needed to effectively monitor product performance, returns, and the true profitability of individual items. This made it difficult to identify best-selling products, understand reasons for returns, or even assess the impact of shipping costs on specific items.

“We were keeping track of inventory in QuickBooks and it was just not the greatest. And the sales numbers also don't show up there. You can't see those details in QuickBooks.”

The solution

Implementing ConnectBooks for Enhanced Visibility

Adar Global found their answer in ConnectBooks. The platform offered a comprehensive solution to their inventory and sales tracking woes, providing the detailed insights that QuickBooks was missing. ConnectBooks made it significantly easier to track income and gain a clear understanding of which products were performing well and which were not.

"It has saved me hours of time because the landed costs - I would always do manually. But, ConnectBooks makes it much easier to be able to track your income, returns, all those items and see exactly where the products are selling well and not selling well."

The results

 Informed Decisions and Optimized Product Strategy

With ConnectBooks, Adar Global experienced a significant transformation in their decision-making process. The ability to easily access detailed sales and return data empowered them to make strategic choices about their product offerings. They could now confidently decide whether to reorder a product, discontinue it due to high returns, or re-evaluate pricing based on shipping costs and other variables. This newfound clarity allowed Adar Global to optimize their product strategy and ultimately improve their bottom line.

"Having ConnectBooks is a huge help in terms of seeing those numbers. And then you can definitely make decisions - whether you want to sell a certain product again or drop the product. Maybe too many returns, maybe the shipping is too expensive...All the different variables."

Want to see if Connectbooks can save you hours on accounting and give you instant clarity to grow faster and accelerate profits?