Find anything
One search box for customers, items, quotes, orders, invoices and purchase orders, right down to the details inside them: serial numbers, tracking numbers, part codes, notes, custom fields. If it was ever typed in, Invntly finds it.
For businesses on QuickBooks Desktop Enterprise
Break through the limits of QuickBooks.
Invntly gives your whole team one simple web app for quotes, orders, invoices, inventory, purchasing and payments, with a search that finds anything and no limit on users. Everything stays in sync with QuickBooks.
- Unlimited users, one flat price
- 6-week 100% money-back guarantee
- Your server, your data
- Nothing to migrate
Lower your costs
Two bills that get smaller with Invntly.
QuickBooks seats. QuickBooks charges per user, and most people who log in only need to look something up, quote a customer, take an order, order stock or fix an item. In Invntly they do all of that from any browser or phone, with no user limit, so only accounting keeps a QuickBooks seat. Every seat you drop is money back every year.
Payment fees. Take credit card and ACH payments in Invntly through the processor you choose, at the rates you negotiate, instead of being tied to QuickBooks' own payment fees. Payments still show in QuickBooks.
Sales Team:Invntly
Customer Service:Invntly
Warehouse:Invntly
Purchasing:Invntly
Payment ProcessingInvntly + Your Processor
Accounting:Invntly + QuickBooks
What you can do
Everything your team needs, in one simple app.
Invntly holds a live copy of your QuickBooks data on your own server and gives everyone a fast, easy place to work with it. Whatever they do here shows up in QuickBooks.
Create and edit everything
Quotes, sales orders, invoices, inventory items and purchase orders, from any browser or phone. Live prices, price levels and stock levels are right there while you type.
Duplicate in one click
Repeat order? Similar quote? Copy the last one, change what's different, send it. Minutes of retyping become seconds.
Change many things at once
Select hundreds of items and update prices, descriptions, part numbers, locations, custom fields or active status in one go. Preview first, approve if you want, done.
Decide who can do what
Give each person the right level of access: look only, edit, or manage. Limit what they can see, and make bigger changes wait for a manager's approval.
Payments your way
Take credit card and ACH payments through the processor of your choice, at your own rates, instead of QuickBooks' payment fees. Payments are recorded in QuickBooks as usual.
Works with the apps you already use
Your CRM, email, Microsoft 365, Google Workspace and more. Your account manager connects them for you, and anything custom can be added.
Every change on record
Who changed what, when, and what it was before. Bulk changes are kept together so they can be reviewed as one, and anything can be traced back.
Always in sync with QuickBooks
What your team does in Invntly appears in QuickBooks in under a minute, and changes made in QuickBooks appear in Invntly. If both sides change the same record, Invntly flags it instead of overwriting anyone.
Search everything
A customer reads out a serial number. You have the invoice before they finish.
QuickBooks' Find only sees the top of a document. Invntly reads all of it: every line on every invoice, order, quote and purchase order, plus notes, PO numbers, custom fields and customer details. Type what you remember, see results instantly; the match is even highlighted for you.
Tens of thousands of records, answers in a fraction of a second, from any phone or laptop.
Search: RP20020565571
INV-38771 · Motiva · Line 3 MOTIVA PO# RP20020565571
Search: PH407259D-01
INV-40117 · Delta Offshore · Line 1 SN 1752 TAG PH407259D-01
Search: 1689
4 invoices · matched on line descriptions "SN 1689, SN 1690"
How it works
Up and running in an afternoon. Nothing changes in QuickBooks.
We connect it
Your account manager installs Invntly on a computer or server on your network and links it to QuickBooks using Intuit's own connector, the same way certified add-ons connect. You approve it once in QuickBooks.
It copies your data
Customers, items, price levels, custom fields, invoices, orders and purchase orders are brought into Invntly. Thousands of items take about a minute; ten thousand invoices about ten.
Your team gets to work
Search, quote, order, purchase, fix, take payments, from any browser. Everything flows into QuickBooks on its own, and accounting keeps working in QuickBooks exactly as before.
Invntly compared with the alternatives
| What you need | Invntly | More QuickBooks seats | Move to QuickBooks Online | Spreadsheets and imports |
|---|---|---|---|---|
| Cost per extra user | None, unlimited users | Per seat, every year | Per seat, every month | — |
| Keep QuickBooks Desktop Enterprise | Yes | Yes | No, you leave Desktop | Yes |
| Search everything, down to line items and serial numbers | Yes | Top-level fields only | Top-level fields only | No |
| Create and edit quotes, orders, invoices, items, POs from any device | Yes | Desktop PC only | Partly | No |
| Duplicate orders and quotes in one click | Yes | Limited | Limited | No |
| Change many items at once, with a preview and approval | Yes | One at a time | Limited | No checks, easy to break |
| Set what each person can see and do | Yes, per person | Basic | Basic | No |
| Credit Cards and ACH payments with your own processor | Yes | QuickBooks Payments | QuickBooks Payments | — |
| Works with your CRM, email, Microsoft 365, Google | Yes, set up for you | Limited | Via add-on apps | No |
| Data stays on your own server | Yes | Yes | No | Yes |
What's included
Everything you need to switch, and nothing to risk.
- Free demo on your own data. See your customers, items and invoices in Invntly before you decide.
- Unlimited users. One flat price. Add the whole team.
- Dedicated account manager. One person who knows your setup, from day one onward.
- Setup done for you. Installation, the QuickBooks connection, your other apps, your payment processor, and team training.
- Works with your apps. CRM, email, Microsoft 365, Google Workspace and more.
- Payments your way. Credit Cards and ACH through the processor you choose.
- Access controls. Decide who can see and change what; require approval for big changes.
- Runs on your own server. Your data never leaves your network. Works even while QuickBooks is closed.
- Any device. Phone, tablet or laptop, nothing to install for users.
Six-week, no-questions-asked guarantee
Use Invntly with your real data for six weeks. If it isn't what you hoped, tell us and we refund every dollar. No forms, no reasons required. You keep an export of your data.
FAQ
Questions people ask before they book a call
How does Invntly lower our costs?
Two ways. First, QuickBooks Desktop Enterprise charges per user, and most people only need to look things up, quote, take orders, order stock or fix an item. They can do all of that in Invntly, which has no user limit, so only accounting keeps a QuickBooks seat. Second, Invntly can process credit card and ACH payments through the processor of your choice, at the rates you negotiate, instead of having to use QuickBooks' higher payment fees.
Can it really search anything?
Yes. One search box covers customers, items, quotes, orders, invoices and purchase orders, including the details inside them: serial numbers, tracking numbers, part codes, PO numbers, notes and custom fields. Type what you remember and the record appears with the matching line highlighted for you.
What can we create and edit in Invntly?
Quotes, sales orders, invoices, inventory items and purchase orders, from any browser or phone. Everything you create or change flows into QuickBooks automatically, so accounting sees it there as usual.
Can we make changes to many things at once?
Yes. Select the items you want and change prices, descriptions, part numbers, locations, custom fields or active status in one go. You see a preview first, a manager can be set up to approve it, and every change is recorded once approved.
Can we control who is allowed to do what?
Yes. Each person gets a role, such as view only, edit, or manager, and you can limit what they can see and change. Large changes can be set to require a manager's approval before the changes are recorded.
Can we copy an existing order or quote instead of retyping it?
Yes. Duplicate any quote, order, invoice or purchase order in one click, change what is different, and send it. Repeat orders take seconds instead of minutes.
Does it work with the other software we use?
Yes. Invntly can be connected to your CRM, email, Microsoft 365, Google Workspace and other apps. Your account manager sets the connections up with you during onboarding, and we can also customize anything else you require.
Can we use our own credit card or ACH processor?
Yes. Take credit card and ACH payments in Invntly through the processor of your choice, at your own negotiated rates, and the payments are recorded in QuickBooks. You are not tied to QuickBooks Payments.
Is there a limit on users?
No. Invntly is priced flat with unlimited users. Add the whole warehouse, the sales team and customer service without buying anything extra.
Does Invntly replace QuickBooks?
No. QuickBooks stays as your accounting system and the place the books live. Invntly is where your team works day to day; everything stays in sync with QuickBooks in both directions. We also offer hosting if you need.
What if someone changes the same thing in QuickBooks?
Invntly notices. It never overwrites a change made in QuickBooks; it flags the record so a manager can decide which version is right.
Where is our data?
On a server you control, on your own network. Nothing is sent to a third-party cloud service.
What does the 6-week guarantee cover?
Everything. Use Invntly with your real data for six weeks. If it is not what you expected, tell us and we refund 100% of what you paid, no questions asked. You keep an export of your data.
What support do we get?
A dedicated account manager who runs your onboarding, connects Invntly to QuickBooks and your other apps, trains your team, and stays your single point of contact afterwards.
Is the demo free?
Yes. Book a call and we show Invntly on a copy of a real QuickBooks company file, or on a copy of yours, so you see your own customers, items and invoices in it.
See it on your own company file. Free.
Book a 20-minute call. We'll show Invntly running on real QuickBooks data, count the seats and fees you could drop, and answer anything. Then try it for six weeks with a full money-back guarantee.
Pick any 30-minute slot that suits you. No commitment.