SOS Inventory Setup
SOS Inventory configured and connected to QuickBooks Online so your inventory counts, costs, and orders track properly from day one.
What This Is
SOS Inventory is an inventory and order management system that connects to QuickBooks Online. It tracks stock levels, manages purchase orders, handles assemblies and manufacturing, and pushes the accounting side of those transactions into QuickBooks. When it’s set up correctly, the two systems work together. When it isn’t, you end up with inventory counts that don’t match your books and a lot of manual cleanup.
This service handles the initial configuration. We set up your items, locations, vendors, customers, and workflows in SOS, connect it to QuickBooks Online, and make sure the mapping between the two systems is correct before you start using it for daily operations.
What Gets Configured
What Gets Configured
Company settings, user permissions, and locations. Item lists with proper categories, units of measure, and cost methods. Vendor and customer records. Purchase order, sales order, and assembly workflows. The QuickBooks Online connection with correct account mapping for inventory asset, cost of goods sold, and income accounts.
How It Works
How It Works
We start with a conversation about how your business actually runs. What you buy, what you sell, whether you assemble or manufacture, how many locations you track, and what your current process looks like. Then we configure SOS to match that, connect it to QuickBooks, and test the integration with sample transactions before going live.
Why This Matters
Inventory software looks straightforward in the demo. You add items, record purchases, sell things, and the counts adjust. In practice, the setup decisions made in the first few weeks shape how reliable the system is for years afterward. Cost methods, item categories, account mappings, and workflow choices all affect whether your numbers match reality when you close the month.
Most business owners don’t have time to learn the system well enough to make those decisions correctly the first time. They configure something that works for the first few transactions, then discover months later that their inventory asset account doesn’t tie to actual stock value, or that cost of goods sold is being recorded incorrectly, or that the QuickBooks side of the integration is double counting transactions.
The Integration Problem
The Integration Problem
SOS and QuickBooks talk to each other through a sync that depends on correct account mapping. If inventory adjustments hit the wrong account, or if income flows in twice, the books and the inventory system disagree. Untangling that after months of transactions takes far longer than setting it up properly upfront.
The Cost Method Problem
The Cost Method Problem
Average cost, FIFO, or specific cost. Each method affects how cost of goods sold gets calculated and what your inventory is worth on the balance sheet. Changing methods later is messy and sometimes requires recreating historical data. Picking the right one from the start matters more than most owners realize.
What Changes
You start using SOS with confidence that the configuration matches how your business operates. Items are categorized properly. Purchase orders flow to the right accounts. Assemblies and adjustments record correctly in both systems. The QuickBooks side of things reflects what’s actually happening in inventory without manual reconciliation every month.
When you have a question about how to record something or whether a workflow can be adjusted, you have someone to ask who knows both the system and your specific setup. The accounting and inventory sides of your business stop working against each other.
Books That Match Inventory
Books That Match Inventory
Inventory asset on the balance sheet ties to actual stock value in SOS. Cost of goods sold reflects real product costs. Month-end closes don’t turn into investigations of why the two systems disagree by thousands of dollars.
A System You Can Use
A System You Can Use
After setup is complete, we walk through the workflows you’ll use day to day. Recording purchases, building assemblies, processing sales, and running the reports that matter. You leave with a system that’s configured properly and the knowledge to operate it without guessing.
Trusted Accounting for Small Businesses
First Step:
Start With a Call
Tell us about your business and what you need help with. We'll ask a few questions, evaluate your current situation, and let you know how GMJ can support your books, taxes, and day-to-day operations.
