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QuickBooks (Intuit) sales forecasts with Salescast - Better inventory optimization

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Sales forecasting for QuickBooks

Get your sales forecasts based on your QuickBooks data right from the web. Salescast can import QuickBooks data using dbSync, a dedicated data integration product.

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The process goes as illustrated here above. Using the QuickBooks Web Connector, your data get first uploaded from your local QuickBooks file to dbSync, and second, dbSync relays the data toward Salescast.

For the setup, you need to proceed with:

  1. Open a Lokad account - you receive an email from Lokad with an API key.
  2. Open a dbSync account.
  3. Follow dbSync instructions, and upload your data through the QB web connector.
  4. Upon reception of your data, Lokad sends you extra credentials for Salescast.
  5. Log into Salescast - the Lokad API key is needed once.
  6. Enter your extra credentials in the Salescast wizard.
  7. Done. Your Excel forecast reports will be ready in 20min.

This somewhat lengthy process has be done only once. Later on, you only need to:

  1. Trigger the synchronization with the QuickBooks Web Connector.
  2. Trigger the report refresh with Salescast.

Mini-FAQ

  • How much does it cost? Lokad and dbSync come with separate subscription. The Lokad pricing covers all the forecast consumption costs. The dbSync cost covers the data extraction from QuickBooks.

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Does Salescast apply to my company?

What people say

Classical solutions require too much manpower and don't scale correctly over hundreds of thousands of products. Lokad and Windows Azure were exactly the solution my business needed. Pierre-Noël Luiggi, CEO of Oscaro
The Lokad forecasting solution allows us to precisely forecast our sales and to optimize our inventory accordingly. The result is there: we are maintaining a 99% customer satisfaction level and deliver food that is often fresher than what can be found at local pet stores. Anthony Holloway, CEO at k9cuisine
Lokad improved the accuracy of our planning process significantly. The immediate impact was a stock reduction of almost 1 million € at a monthly cost of 150€. It was almost frightening to see our inventory levels getting so low! But what impressed me most is the ease of implementation and use. The integration was painless, and now it takes only a the click of a button and within 10 minutes I receive my forecast. The time saving for me is significant. Thomas Brémont, Head of Supply Chain Bizline

More success stories.