The year-end physical count, done right, posted to QuickBooks
Your team counts every location on the phones they already carry. When the plan is complete, Count posts the changes a manager has approved to QuickBooks Online.
Free trial plan · No credit card required · No time limit
What goes wrong on count day
Most of what goes wrong on count day happens on paper, or after the numbers come back.
Keying counts in afterwards
When the sheets come back, someone still has to key the results into QuickBooks Online. Count takes each count on the phone and posts the approved changes to QuickBooks as one adjustment.
Books that fail the count
The count comes back, the numbers do not match QuickBooks, and the clean-up takes longer than the count did. Count shows each item that differs next to its QuickBooks quantity, and a manager approves each one before it posts.
Items nobody counted
A whole aisle can get skipped, and nobody notices until the numbers post. Before anything posts, Count lists every QuickBooks item with stock that nobody counted.
Counts you have to redo
A count nobody trusts gets done again, and picking which locations to redo is guesswork. Send an item back for a recount and Count reopens each location where it was counted, and sets the old entries aside.
Sheets in the wrong order
A count sheet printed in part number order can have your team walking the floor in one order and reading in another. With Count, your team counts location by location: scan the location label, then scan or type each item there.
InventoryWare Count
Physical counting for a warehouse that runs one complete count a year.
Count plans and snapshots
Build a count plan and take a snapshot of the on-hand quantities you are counting against.
The phones your team already carries
Your team scans a location and an item, or types a few characters when a label will not scan, then enters the quantity. A label the catalog does not know is linked or added for a manager to review, and the count keeps going.
See which locations are finished
See which locations are finished and which are still open while the count is running.
Variance reports
Review every discrepancy on screen, then export the variance report to Excel or PDF.
How a year-end count works
Connect QuickBooks Online, or import your item list.
Usually the owner, or whoever keeps the books.
Your items come in with their cost, and QuickBooks' on-hand quantities become the baseline for the count. Nothing is re-keyed, and you can pull from QuickBooks again whenever you like. Without QuickBooks, upload a spreadsheet of items and quantities.
Set up the floor.
Usually the warehouse manager, or whoever did step 1.
Build your zones and locations and print a barcode label for each one. Add the vendor numbers and UPCs already on your shelves so they scan to the right item; a label that will not scan is found by typing a few characters. Then create one plan that covers every location.
Count on the phones your team already has.
Counters.
Scan or type the location label, then scan the item or type a few characters to find it, and enter the quantity. A label the catalog does not know is linked to an item, or added as a new item that is flagged for a manager's review. Several people count at once, none of whom needs a company email address, and the manager checks progress by location on the web.
Approve every difference.
The manager.
QuickBooks' quantity sits beside the count for every item that came from QuickBooks. Approve each difference or send it back for a recount; for an item nobody found, approve it at zero or leave it out. Every approval carries a name and a date, and only what you approve reaches QuickBooks.
Post one adjustment to QuickBooks.
Whoever keeps the books.
Only approved lines go, dated to the count unless you change it, with a memo naming the plan, its completion date and who counted. Then export the variance report, with dollar impact, and the activity log for the year-end file.
Connect QuickBooks Online, or import your item list.
Usually the owner, or whoever keeps the books.
Your items come in with their cost, and QuickBooks' on-hand quantities become the baseline for the count. Nothing is re-keyed, and you can pull from QuickBooks again whenever you like. Without QuickBooks, upload a spreadsheet of items and quantities.
Set up the floor.
Usually the warehouse manager, or whoever did step 1.
Build your zones and locations and print a barcode label for each one. Add the vendor numbers and UPCs already on your shelves so they scan to the right item; a label that will not scan is found by typing a few characters. Then create one plan that covers every location.
Count on the phones your team already has.
Counters.
Scan or type the location label, then scan the item or type a few characters to find it, and enter the quantity. A label the catalog does not know is linked to an item, or added as a new item that is flagged for a manager's review. Several people count at once, none of whom needs a company email address, and the manager checks progress by location on the web.
Approve every difference.
The manager.
QuickBooks' quantity sits beside the count for every item that came from QuickBooks. Approve each difference or send it back for a recount; for an item nobody found, approve it at zero or leave it out. Every approval carries a name and a date, and only what you approve reaches QuickBooks.
Post one adjustment to QuickBooks.
Whoever keeps the books.
Only approved lines go, dated to the count unless you change it, with a memo naming the plan, its completion date and who counted. Then export the variance report, with dollar impact, and the activity log for the year-end file.
Unlimited users on every paid plan. Counting needs a signal: if a save fails, your entry stays on the screen so you can retry it, and nothing is lost silently. Items, locations and every report export to Excel.
Plans
Plans are billed annually. Every paid plan includes unlimited users and unlimited warehouses.
Try it first
Try Count on 10 of your own items in one warehouse, from scan to the adjustment in QuickBooks Online.
Free trial plan. No credit card, no time limit.
Essentials
$499/year
Items: 2,500
Warehouses: Unlimited
Users: Unlimited
Growth
$999/year
Items: 10,000
Warehouses: Unlimited
Users: Unlimited
Scale
Custom
Items: 10,000+
Warehouses: Unlimited
Users: Unlimited