Thanks to Intuit, your move to the cloud is easier, more rewarding, and costs less

What do product sellers feel when they move from desktop-based accounting and inventory management software to the cloud? Most business owners say they feel happiness and relief, but the next most common emotion reported is regret — that they didn’t do it sooner!

Happily, DEAR Systems and Intuit have worked together to make it easier than ever for product businesses to move online. Thanks to Intuit CEO Sasan K. Goodarzi’s commitment to moving product based businesses to the cloud, we’ve entered a close collaboration. We share a passion for solving product sellers’ most challenging and important problems. After working closely with Intuit’s QuickBooks’ leadership team for six months, we released our DEAR Advanced subscription plan on April 13th 2022.

The DEAR Advanced plan is a perfect pairing of DEAR and Intuit’s QuickBooks Online Advanced Edition in an all-inclusive, easily-affordable DEAR Advanced plan subscription.

The reason behind offering this bundle is simple. For more than 10 years, we’ve helped thousands of product sellers move their operations online. They run their businesses more efficiently, add new sales channels more easily, and eliminate costly operational mistakes. The happiness they experience is contagious, and it inspires our mission to make it easier than ever before for thousands of desktop-bound product sellers to start enjoying the benefits of modern accounting and inventory management software. The most rewarding thing? The gains are substantial, wide- reaching, customer-pleasing, and happen very quickly.

A sharp reduction in errors is the first big gain from moving to the cloud

Product sellers who move to online accounting and inventory management tell us it’s a huge leap from where they were pre-DEAR, when they tracked all pre-orders on a spreadsheet. Both the time to complete tasks and human error are vastly reduced. Automations and filters catch any issues that would have otherwise slipped through and are automatically flagged for attention from the right, responsible manager.

Simon Coward, at outdoor equipment retailer  AQ Outdoors, puts it this way: “Today, all the information is live, and all staff have access to it, and that’s been fantastic. In the last six weeks, there has been more progress in operating our business in the last nine or ten years combined. It’s pretty sick,” Simon grins.

“DEAR is a fully featured inventory software that’s simple to use – and with the right partnerships, it’s easy to make work for your particular use case,” Simon says. “Overall, the time that it saves you is way more than the price. It simplifies work processes, it automates things that otherwise can’t be automated, it reduces errors, and it’s simple for staff to use.” Simon learned a lot from moving to the cloud, and we’ve captured it for you to read.

Check out Simon’s AQ Outdoor story.

Seeing the big picture enables growth: the second big win from moving to the cloud

“Before DEAR, I was always just guessing – the number of boxes in front of me, what’s going to be used for production that day,” Hannah, co-founder of Royal Essence, says.

“After DEAR, the instant win for us was we were able to see the big picture. You can definitely see the movement of the raw materials, and I was able to do our reorders in time. That’s a really big thing for a small business, especially because during that time we were growing so fast.”

After Royal Essence migrated from spreadsheets and made sure their starting inventory information was correct and in sync with their online accounting, Royal Essence immediately gained confidence and efficiency. Things that had been excruciatingly difficult — like reordering in time for the next batch of production — were suddenly easy. With DEAR implemented and day-to-day inventory tracking enabled, things improved all across their business.

What’s more, Royal Essence could track their product through every stage of production and sales: from manufacturing, to freighting and landing, to selling and shipping. The increased transparency and reduced workload meant they could grow — and so they did.

To learn more about their process and the benefits of moving to the cloud, check out the Royal Essence story.

Leaving inefficient, time-consuming, manual inventory management behind: The third big gain from moving to the cloud

Before adopting DEAR Systems, Ovira had no effective inventory control. They had multiple sources of truth, relying on spreadsheets, warehousing partners, and emails to track inventory. “We were literally sending emails to order stock. We were manually tracking orders and spreadsheets. Everything was very much manual, in terms of the accounting backend as well. We were managing inventory in the most shallow way you possibly could,” Tyron Gyde, supply chain manager for Ovira, said.

After only three months with DEAR, Ovira assessed their operations were 75 percent more efficient as a result of DEAR’s automations and ability to be the definitive single-source-of-truth. And, thanks to DEAR’s accurate inventory control, Ovira has supercharged its growth ambitions. They’ve launched into the UK market with a new warehousing presence there, and at the same time, they’ve been able to launch a micro-fulfilment model in the US that offers same-day delivery. “If you’re a customer in central New York, we can get you your product within two hours,” Tyron says. “There’s a lot of other really valuable initiatives we’ve been able to really dedicate time to, just from the extra time we’ve got back from using DEAR.”

To learn more about removing inefficient manual work by moving to the cloud, check out Tyron’s Ovira story.

The fourth big gain from moving to the cloud: Everything is integrated, from shipping to payments to accounting

Before adopting DEAR Systems, Intalite was facing rapidly escalating supply change troubles and struggling to add new product lines and connect their systems.

“We didn’t have an ERP system at all, really — just an accounting program that we used pretty much to the limit of what it was able to do. And the vast majority of the actual business processes were all paperwork. So for every sales order we received, we then had an invoice pad, we wrote the invoice out and had a blind carbon copy to it,” says Luke Gaffey, IT Manager at Instalite UK.

Anywhere there was an inventory process, there was duplication of effort, multiple errors, and tedious manual labor at every step. “At one point, we had more people working in accounts than working in sales,” Luke said.

This sort of approach is far from uncommon at long-established companies, but it meant Intalite were operating at their limit. Just keeping up with the day-to-day was hard enough, let alone planning for the future. To make matters worse, their desktop accounting could not integrate with their online Shopify store or any of their other online solutions they needed to run their business. As a result, their operations were manual, time-consuming, and error-prone.

Like many other businesses moving from desktop to online, Intalite soon discovered that DEAR has comprehensive native cloud integrations for everything they needed. They also found that  DEAR is customizable to a remarkable degree, thanks to its comprehensive APIs.

Once DEAR was in place, Intalite hired a consultant to use DEAR’s APIs to create a script that completely automated a previously difficult and costly job. “We were able to automate that job, and save hours and hours and hours. It was someone’s full-time job at one point, just converting this particular manufacturer’s purchase orders.

Intalite many large positive impacts on the bottom line in their move online from desktop. To learn from Intalite and Luke’s experiences, check out Luke’s Intalite story.

With so much to gain from moving to the cloud, why do product sellers still use desktop accounting and outdated inventory management?

Many product sellers are fearful of change. They dread replacing their systems so much that they live on with painful, inefficient, outdated, and non-competitive ways of working. It’s only when confidence in the large gains from moving to modern online inventory management and online accounting outweigh the perceived costs of changing systems that people start moving to better technology.

As a result, for Intuit and Cin7 to help product-based businesses to experience the dramatic benefits — even life-changing benefits – of modern accounting and inventory management, we‘ve teamed up to:

  1. Make it easier to pick the best online solution to move to, and
  2. Increase awareness and confidence in the benefits of moving from desktop to online.

First, we need to reduce the perceived difficulty, uncertainty, and costs of moving to the cloud. Our collaboration with Intuit on the new DEAR Advanced plan provides a large step forward — by demonstrating DEAR and QuickBooks Online are so closely and well integrated that a bundle is a natural approach.

As one accountant said recently, “DEAR’s Advanced plan is like buying a car. Naturally, you expect a car to have tires. Before this DEAR + QuickBooks Advanced plan, people had to decide on which online accounting to use (which tires to buy) and what online inventory management to use (which car chassis to pick). It took weeks to make two separate decisions and increased the fear of something not working well. Now, DEAR and QuickBooks Online are together in one offering. One smart decision to move to the cloud which involves very little risk given the leading products and brands are together in the DEAR Advanced Plan.”

Second, we need to educate desktop-using product sellers about everyone who is already thriving, thanks to running their business on cloud accounting and online inventory management. The product seller comments in this blog are illustrative of what’s happening in the marketplace. We’re inspired by the success stories we hear everyday and will be doing more to share these desktop to cloud transformation success stories.

Who is the new DEAR Advanced plan for

The new DEAR Advanced plan is available for all product sellers in the United States interested in quickly boosting the success of their business. It’s available to anyone eager to try us or to jump in to get started moving to the cloud right away. Presently, the new DEAR Advanced with QuickBooks Online Advanced edition is not available outside the United States. Many product sellers outside the US are asking for it and we are collaborating with Intuit to make it available in the future.

What should product sellers outside of the United States do if they want to move to the cloud

You should move to the cloud now. You can easily do this by subscribing to QuickBooks Online or Xero. Then, sign up for DEAR or Cin7 separately. It’s that easy. We also have incredible DEAR Experts all over the world who can help you seamlessly move your operations online. Nearly 8,000 product sellers are already enjoying the many benefits of running their business in the cloud. Don’t hesitate — join the many successful product sellers who’ve already made the move today.

The story behind the DEAR Advanced plan and the expanded intuit relationship

Cin7, DEAR Systems, and Intuit share a vision — helping product businesses thrive by moving them to the cloud. We’re passionate about innovating to solve product sellers’ most challenging and important problems.

After working closely with Intuit’s QuickBooks’ leadership team for six months, we’re proud to release the DEAR Advanced subscription plan which includes a complete QuickBooks Online Advanced edition subscription.

New DEAR Advanced plan includes QuickBooks Online Advanced edition

Last week, we announced a new level to our collaboration with Intuit and unveiled the DEAR Advanced plan.  This plan offers multichannel inventory management and QuickBooks Online Advanced Edition all in one system — at a fraction of the cost of an ERP. (At this time, the DEAR Advanced plan is only available in the United States.)

What’s the motivation for this new DEAR + QuickBooks bundle

We are seeing increasing numbers of product businesses moving from desktop accounting and out-dated applications, like Fishbowl, to pure online solutions — like DEAR or Cin7 + QuickBooks Online or Xero. But we know from research and experience that a big factor holding product sellers back from moving to the cloud is the perceived risk of changing systems, and unfamiliarity with online accounting and multichannel inventory management.

The problem is, this  fear of change and hesitancy to move to the cloud is keeping hundreds of thousands of product based businesses from thriving. . With this first-of-its-kind bundle, we’re showing product sellers that DEAR and QuickBooks Online work very well together. Equally importantly, product sellers seeing two leading brands coming together in close collaboration can replace a fear of moving to the cloud with confidence in the software, services, and support of these highly regarded brands.

We want all product sellers to experience incredible gains from moving from desktop to the cloud

Product sellers who move from desktop accounting and desktop inventory applications to online accounting and online inventory management often regret that they didn’t make the move  years earlier, once they’ve experienced the difference.

Several of the amazing gains from moving to desktop to cloud frequently described in detail by our customers include:

  • Sharply reducing errors which are common in spreadsheets, emails, and manual legacy processes that have built up over the years. After moving online, the sharp reduction in manual errors leads to happier customers and employees, along with sizable reductions in the costs of re-working orders.
  • Clearly seeing the big picture for growth which is otherwise obscured by the kind of siloed information systems and outdated information, that lead to knee-jerk decisions. Once product sellers move to the cloud, they tell us that things that had been excruciatingly difficult — like reordering in time for the next batch of production — are suddenly easy.
  • Confidently leaving behind inefficient, time-consuming, manual inventory management and instead investing time into more important and valuable activities. Instead of sending emails to order stock and manually tracking orders and spreadsheets, cloud-based product sellers tell us they now have time for  much more valuable initiatives.
  • Neatly integrating everything from shipping to payments to accounting — something that’s very hard to do with desktop software. Most product sellers running on old desktop accounting and inventory management software are facing escalating supply change troubles, are struggling to add new product lines or sales channels, and can’t connect their systems. This is far from uncommon at long-established companies — but for product sellers running their business with DEAR, Cin7 and online accounting, things couldn’t be more different.

With so much to gain from moving to the cloud, why do product sellers still use desktop accounting and out-dated inventory management?

Many product sellers are fearful of change. They dread replacing their old systems so much that they live on with painful, inefficient, outdated, and -uncompetitive ways of working. Often, it’s only when their situation worsens, or when confidence in moving to online inventory management and online accounting outweighs the perceived risks of changing systems, that people start moving to better technology.

As a result, for Intuit and Cin7 to help product-based businesses to experience the dramatic benefits — even life-changing benefits – of modern accounting and inventory management, we‘ve teamed up to:

  1. make it easier to pick the best online solution to move to, and
  2. increase awareness and confidence in the benefits of moving from desktop to online.

What will the expanded Intuit relationship achieve

We’ve had a great relationship with Intuit for more than 10 years, and thousands of our customers use QuickBooks Online with our online inventory management solutions. So, what’s changed? Our expanded relationship has increased our access and collaboration with Intuit product teams.. What’s more, we’re increasing the collaboration between our support and partner development teams to ensure we always provide the best possible product experiences and services. Much of this work goes on behind the scenes and out of sight. The results of these collaborations will be more frequent improvements to our services and the addition of new capabilities to help product sellers and experts achieve even more.

What should product sellers outside of the United States do if they want to move to the cloud

You should move to the cloud now. You can easily do this by subscribing to QuickBooks Online or Xero. Then, sign up for DEAR or Cin7 separately. It’s that easy. We also have incredible DEAR Experts all over the world who can help you seamlessly move your operations online. Nearly 8,000 product sellers are already enjoying the many benefits of running their business in the cloud. Don’t hesitate — join the many successful product sellers who’ve already made the move today.

FAQs

Will the DEAR team start implementing QuickBooks Online for customers?

No. We do not do QuickBooks Online migrations or implementations. We are referring everyone that purchases our Advanced plan to experts at implementing QuickBooks Online (QBO). We view expert partners as the best option for our customers and are working to certify and add more partners to our Expert Directory.

Can people add-on QuickBooks Online to their existing DEAR subscription?

No. QuickBooks Online Advanced Edition is only available as part of our Advanced Plan. QuickBooks Online Advanced Edition is not available as an add-on to our other plans: Standard, Manufacturing, and Retailing.

Can people pick a different version of QuickBooks than the QuickBooks Online Advanced Edition and get a lower price for the Advanced plan?

No. Our Advanced plan included QuickBooks Online Advanced edition. If you need a less comprehensive version of QuickBooks online, we can accommodate this request. However, there will be no change to the price of our DEAR Advanced plan subscription.

If people want to add QuickBooks Payments, QuickBooks Payroll, or QuickBooks Time to my subscription, who do they buy that from?

The QuickBooks team can help you with adding additional services. Please call their sales team at 800-245-2164.

If people use QuickBooks Online today, can they buy the DEAR Advance plan to get the free QBOA and stop paying for my existing QBO subscription?

No. Our regular plans (Standard, Retailing, and Manufacturing) should be connected to your existing QBO account. We cannot help you move from paying directly to Intuit for your QBO to a DEAR Advance plan which includes QBOA as part of our Advanced Plan.

If I’m a Manufacturer or Retailer and I want to use your Manufacturing or Retailing plans and get QBOA from DEAR as part of my DEAR account, can I do that?

The best way to do this is to purchase our DEAR Advanced plan and add-on Advanced Manufacturing to create your own personalized plan that includes QBOA. Similarly, you can purchase our DEAR Advanced plan and add-on DEAR POS to create your own personalized Retailing plan that includes QBOA.

Will you be offering a  bundle of Cin7 and QuickBooks Online?

Our expanded partnership with Intuit spans all our products. We are learning from the DEAR Advanced plan and will be considering creating a Cin7 bundle later this year.

AMF Magnetics

To most people, magnets are just what you use to pin your child’s latest artistic effort to the fridge. But there’s a lot more to these mysterious objects. Magnets, it turns out, make the world go round. They are integral everywhere, in pretty much every electronic device that exists, from headphones to computers to MRI machines. 

AMF Magnetics is an Australian company that specializes in selling permanent — or “rare earth” — magnets. They’re now the largest supplier in Australia, with a range of something like 1500 products” 

“It’s a very niche product, but it’s needed by all segments of society in one facet or another,” says Mark Kapo, owner of AMF. “ We’re very fortunate that we’re in this space.” 

Mark wasn’t always in the magnet market. Before AMF, he owned restaurants. But after ten years in the hospitality industry, he wanted to try working on something less intensive. “We wanted a business that didn’t operate on the weekend, and was closed over the Christmas break.” Mark says. This, he reckons, made the rare-earth magnet business particularly attractive. 

AMF was an established business that had been running since the early 1980s, when Mark bought it in 2006. Back then, it was very much an “analog outfit,” as Mark puts it. 

“I’m from the analog era. I’m old school. But I decided that we had to push the online side of things — we were running blind. It wasn’t easy to decide what to do.” Mark’s desire for a digital transformation was complicated by the fact that the magnet business was inherently complex. AMF supplies all kinds of customers — from enormous B2B orders of hundreds of thousands of items, to specialist medical equipment with extremely high quality requirements and tight deadlines, to casual D2C customers who just want some magnets to play with. On the supply side, there are multiple suppliers in several different locations. And the complexity grows even greater with AMF’s uncompromising approach to customer service. 

“We deal with everyone equally, and we take it pretty seriously. Being from a family that’s very hospitable, service is important to me. That’s not just a word, it’s not made up. We actually do care. If the customer’s not happy, we’re not happy, and that attitude just runs through the whole business.” 

Over seven years, Mark managed to grow the business, but he found that inefficient operational processes were holding things back. They had managed to digitize to some extent, and were working with MYOB desktop software to manage inventory and accounting — but they found it wasn’t up to the task. 

“We had MYOB, and we deal in multi-currencies, and frankly, MYOB’s management was too slow to go into the cloud and work with multi-currencies. That really held us back,” Mark says. 

“But all that said, I was very comfortable with it, and it’s pretty scary transitioning from a system that you know, to one that you don’t know how to navigate.” 

Even though he didn’t know for sure what the business needed in terms of its digital transformation, Mark knew how to find out. He made two particularly smart choices: hiring an exceptionally talented in-house marketing and IT team with modern software skills, including a new Marketing Manager (later CEO) — and working with external experts, including SMB Consultants. 

The right hire can fire up your business

As the CEO of AMF Magnetics, Catalina Rodríguez is responsible for every aspect of business’ day-to-day operations. With an impressive resume including Deloitte Colombia, Catalina says she didn’t know much about the magnet business to start with. 

“Before joining AMF I didn’t know that almost everything in this world had magnets — airpods, doors, medical devices, cars, speakers and even the superhero costumes in Marvel movies!” Catalina says.

But after sticking around a bit, Catalina learned quickly. She led a crack squad of developers, IT professionals, customer service team members, and external consultants to get AMF running as well as it possibly could, and one of the main steps she took was building a team to transition the business from MYOB to Xero. 

With Xero as the accounting system of record, things were already running more smoothly across much of the business, with one exception: inventory management. Xero, by design, is not inventory management software, and Catalina and Mark both knew that to really power up the business they’d need to couple Xero’s powerful accounting capabilities with a best-of-breed inventory management solution.

To find the right one, they turned to SMB Consultants, who recommended Cin7 after an in-depth scoping session where they took time to understand AMF’s particular business requirements. 

“AMF were using a server-based system called FileMaker before they came to us,” says Deepak Stevens, an integration expert at SMB Consultants. “Our job was to understand their needs, and recommend a platform that would set them up for the next ten years at least. It was quite clear that Cin7 would be a good fit for AMF Magnetics, because we were confident the system would be able to adapt to any specific needs they have.”

After the initial scoping session, SMB Consultants put together a proof-of-concept — Cin7 running to AMF’s specific requirements. 

“SMB advised us that Cin7 was a perfect fit for where we wanted to take the business in the future,” Mark says. “We wanted to optimize email marketing, social media, and paid advertising, and we needed our websites to work at their very best in order to do that. And we needed the inventory system live and helping us with the accounting side of things. Cin7 covered a multitude of these areas, which other systems we looked at didn’t do.” 

Working with the SMB team, Catalina and the AMF team hit on a hybrid solution. Together with another consultant out of Sydney, they integrated Cin7 with Xero, and built a custom integration between Cin7 and Shopify that suits AMFs diverse customer base and specific operational requirements. Thanks to SMB’s expert guidance, and the understanding gained through the interactive proof-of-concept, all the moving parts fit together seamlessly. 

“When we did Cin7, I was a bit scared. It was going to be a big change. But to be honest, the transition was very easy,” Catalina says. “The proof-of-concept was really good, because it helped us mitigate the risks, and showed us the impact the new platform would have for the business. It was done on a weekend, and in one or two days, we were operating.”