SOS Inventory Alternative: A Migration Guide for QuickBooks Online Users

If you are searching for an SOS Inventory alternative, you probably already run your accounting on QuickBooks Online and you need inventory features that QuickBooks does not provide on its own. This guide is written as a migration plan, not a sales pitch. It gives you a checklist to run against any inventory tool, shows exactly what Evenbatch does and does not do, and walks through the concrete steps to move your items, BOMs, and lots.

What to check before you switch

Switching inventory systems is disruptive enough that you should only do it once. Before you commit to anything, run every candidate through the same list of questions. If you are moving off SOS Inventory, run your current setup through this list too, so you know exactly what you are gaining and what you are giving up.

• Does the price scale per user, or is it flat? A tool that charges per seat gets more expensive every time you hire.
• Is lot tracking included in the base plan, or is it a paid add-on or a higher tier?
• Can you export every record you own, including items, BOMs, lots, and stock levels, as CSV whenever you want? Or is your data effectively locked in?
• Does the QuickBooks sync show you changes before writing to your books, or does it write silently in the background?
• Can the tool overwrite or modify records that already exist in QuickBooks, or does it only create new ones?
• Is there a sync log you can read, so you know exactly what was sent to QuickBooks and when?
• Can you cancel the subscription yourself, without a phone call or a support ticket?

Because you are already on QuickBooks Online, the sync questions matter most. Your inventory tool is going to write invoices, bills, and journal entries into the same books your accountant works in. A sync you cannot see is a sync you cannot trust, and untangling silent writes at month-end costs more than any subscription fee.

What you get in Evenbatch

Evenbatch is web-based inventory software built for small manufacturers, typically 1 to 10 people, who run their accounting on QuickBooks Online. Here is what it covers, mapped to a small manufacturer's day.

Lot tracking on every plan. Every lot carries a remaining quantity and an expiry date. Picking follows FEFO (first-expired-first-out), expiry alerts warn you before stock goes bad, and a one-click recall trace follows a lot through production runs and out to shipments, with a CSV export of the full trace. If a supplier calls about a bad batch, you pull the full trace with one click instead of digging through spreadsheets. See lot tracking for QuickBooks Online and recall traceability for the details.

Bills of materials that actually build things. BOMs support 1-2 levels, a scrap percentage, and per-unit cost roll-up. Production orders explode the BOM, consume components FEFO, and produce output lots with the rolled-up cost attached. BOMs are versioned: if you edit a BOM after it has been used in transactions, Evenbatch creates a new version and preserves the history, so old production runs still show the recipe they were actually built from. More in our guide to bills of materials with QuickBooks Online.

Units of measure. Buy in cases, sell in eaches. Per-item conversions apply across purchasing, BOMs, and sales, so you stop doing case math on a sticky note. See units of measure for QuickBooks Online.

Purchasing and sales. Purchase orders capture lot numbers and expiry dates at receiving, which is the moment that determines whether your traceability works later. Sales orders allocate stock FEFO and handle shipping.

An honest QuickBooks sync. Evenbatch connects to QuickBooks Online through Intuit's official API with OAuth 2.0, so Evenbatch never sees your QuickBooks password. It pushes invoices, bills, and production journal entries to QuickBooks, and imports items, customers, and vendors from QuickBooks. The design is built around the checklist above: a preview/shadow mode shows every change before anything is written, a full sync log records what was sent and when, held changes wait for your explicit approval, and nothing is written silently. Item sync is create-only, so Evenbatch never overwrites an existing QuickBooks record.

To be clear about why an add-on is needed at all: this is the gap in QuickBooks Online itself, not a flaw in any particular tool.

How to migrate from SOS Inventory, step by step

Migration is where most switches stall, so here is the whole process as a checklist. It is a sequence of small, concrete steps, not an open-ended project.

1. Export your data as CSV. Pull your items, BOMs, and lot or stock records out of your current system. Your SOS Inventory export is the starting point; get it into CSV files before you touch anything else, so you have a clean snapshot of where you stand today.
2. Start the Evenbatch free trial. The trial runs 14 days and does not require a credit card, so nothing is at risk while you test the fit.
3. Import your CSVs. Evenbatch includes free CSV import for items, BOMs, lots, and stock levels, whether they come from another tool's export or from spreadsheets.
4. Connect QuickBooks Online. The connection uses OAuth 2.0 through Intuit's official API. Then import your items, customers, and vendors from QuickBooks so both systems start from the same list.
5. Run in preview mode. Work in shadow mode first and read the sync log. You see every change Evenbatch would make to QuickBooks before anything is written. This is the step that lets you and your accountant sleep.
6. Approve and go live. Held changes wait for your explicit approval. When the preview looks right, approve them and start running production for real.

One more thing worth knowing before you start: full CSV export of your own data is available anytime. The door out stays open, which means you can evaluate Evenbatch on merit rather than on switching costs. If you want the bigger picture of how the pieces fit together for a small shop, read our overview of QuickBooks Online inventory for manufacturers.

One flat price and your data stays yours

Evenbatch costs $49.99 per month, flat. Unlimited users. Every feature is included: lot tracking and BOMs are not add-ons, and there are no per-user fees. The trial is 14 days with no credit card required, cancellation is self-serve, and you can export all of your data as CSV at any time. Data is encrypted in transit (TLS) and at rest.

Go back to the checklist in the first section and you will notice that this section is simply how we answer our own questions: flat price, lot tracking included, full export, visible sync, create-only item writes, a readable sync log, and self-serve cancellation. Run any other tool you are considering through the same list and compare the answers yourself.

What Evenbatch does not do

Evenbatch is deliberately small, and some shops need more than it offers. It does not do production scheduling or capacity planning. It has no warehouse bin locations or pick-pack workflows (WMS). It does not support EDI, POS, or multi-currency. If your operation depends on any of those, a bigger manufacturing or warehouse system is the better fit, and you should buy that instead.

What Evenbatch is built for is the 1-10 person manufacturer on QuickBooks Online who mainly needs lot tracking, working BOMs, unit conversions, and a QuickBooks sync they can read and trust. If that describes your shop, the migration above is a short checklist, and the trial costs nothing to find out.

See something outdated or incorrect on this page? Email support@evenbatch.com and we will correct it within 48 hours. Last updated: July 16, 2026.