Save Hours. Get Profit Clarity. Simplify Your Books.

Depends on the level of detail you need in QuickBooks.

If you need clarity about profits but don’t need your data sent to QuickBooks or Xero, go with Silver.

If you also want all financials accurately in QuickBooks or Xero, but just so you can file taxes and get P&L, Gold is right for you.

If you need all data for each SKU in Quickbooks or Xero (eg, you want updated inventory in QuickBooks, or need to know landed costs), choose Diamond, our most popular plan.

Walmart, Ebay, Shopify, and TikTok Shop. (Additional marketplaces coming soon.)

All of them — enterprise, desktop and online. International editions (US, CA, UK) are supported as well.

Nope. It’s simple enough for anyone to use, and can easily be set up the way your accountant wants it.

Up to 18 months.

The first 6 weeks before your signup date are included free in any plan you choose. After that, there’s an additional fee for historic data, contact us for your custom quote.

Our guarantee promises you data that’s perfect to the penny or your money back. You can even check it yourself and see your data matches exactly. Our data algorithm is developed by bookkeepers and accountants and is guaranteed error-proof - that’s what sets us apart from any other sync tools. What’s ConnectBooks accuracy guarantee?

Yes - it’s the only way to get 100% accurate profit clarity.

All currencies are automatically converted to US dollars, but you can easily customize settings to import transactional data in original currencies.

How are inventory items or SKUs created and managed in the system?
‍Items are added in the Items page where you can edit costs, categories, and warehouse settings. SKUs are synced automatically from connected channels, and require mapping to the items.

‍Does the system support multiple warehouses or locations?
‍Yes. You can set up warehouses and track inventory by warehouse.

‍Can stock be tracked by warehouse, bin, or zone?
‍Stock is tracked by warehouse. Bin or zone level tracking is not available. 

‍Does the system support bundles, kits, multipacks, or assemblies?
‍Yes.

‍Can multiple units of measure be configured?
‍Yes.

‍How does the system sync inventory from sales channels?
‍The system constantly pulls order data directly from Amazon, Shopify, Walmart, and other channels to keep stock updated.

How often does inventory update after a sale, return, or adjustment?
Updates happen within minutes.

‍Is inventory updated in real time or in scheduled sync intervals?
Most updates happen within minutes.

‍Is there an audit trail for inventory changes?
‍Yes. 

‍What tools exist to prevent or correct inventory discrepancies?
Adjustments, warehouse transfers, and the daily Amazon ledger help keep stock accurate.

‍Does the system support cycle counting or physical inventory workflows?
Cycle counting is done through adjustments which can update stock based on a count.

Are COGS and inventory adjustments automatically posted?
‍Yes. COGS and adjustments post based on settlements and changes.

Does the system provide forecasting based on sales history or velocity?
‍Yes. The restock report is based on sales history and velocity.

‍Can reorder points, safety stock, or days of stock be set per SKU?
‍Yes. These values can be managed in the restock settings.

‍Does the system generate recommended reorder quantities automatically?
‍Yes. The restock report shows suggested quantities.

‍Does forecasting consider lead times, seasonality, or inbound stock?
‍Lead times and inbound shipments are included. Seasonality is going to be added soon.

Can POs be created directly in the system?
‍Yes. You can make POs in the purchasing section.

‍Can POs be emailed to suppliers from within the platform?
‍No. POs can only be downloaded as PDFs.
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Do PO receipts automatically create vendor bills?
Bills are treated as receipts in ConnectBooks.

‍Does the system support partial receipts or over or under shipments?
‍Yes, partial receipts are supported. Over or under receipts can be adjusted.

‍When inventory is received, does the system automatically update stock levels?
‍Yes.

‍Can landed costs be allocated to inventory?
‍Yes.

Can inventory transfers be created between warehouses?
‍Yes. 

‍Does the system track in transit stock during transfers?
‍Yes. Transfers appear as in transit until received.

‍Are warehouse level reports available?
‍Yes. Reports show stock per warehouse.

What inventory reports are available?
You can view inventory by warehouse, value, and aging.

Can reports be exported to CSV or Excel?
Yes. All reports can be exported to excel.

Does the system provide profitability reporting at the SKU or channel level?
Yes. SKU level and channel level profit reports are available.

Does it support FIFO or other valuation methods?
FIFO based valuation is used.

Are there limits to the number of SKUs or warehouses?
‍No. 

‍How does the system perform with high volume sellers?
‍It handles high volumes and large datasets efficiently.

‍Is there a recommended SKU limit?
‍Most sellers run smoothly even with many thousands of SKUs.

‍What are the system API limits?
‍The platform does not currently provide an open API for external use.

What onboarding services are included?
‍Free setup help with integrations, accounting settings, and training.

‍How long does implementation take?
‍Implementation typically takes a few days. The timeline depends on how many channels you connect and whether your item data, inventory counts, and related details are already prepared or need to be created from scratch.

‍Are training materials or videos provided?
‍Yes. Videos and help articles are included.

‍What support options are available?
‍Email, chat, and calls.

‍Is there a customer success manager?
‍Yes. Larger accounts get a dedicated rep.