Scenario
EOQ from a QuickBooks SKU export
Direct answer
QuickBooks Online ships standard inventory reports (Inventory Valuation Summary, Sales by Item Summary, Open Purchase Orders) that supply every Wilson EOQ input except carrying-cost percent[1]. The mapping below lets you bulk-run Q* across a SKU file in one paste.
Column mapping
- D (annual demand): Sales by Item Summary, "Quantity Sold" over a trailing 12-month range. If demand is seasonal, use the most recent stable 12 months, not calendar-year-to-date.
- S (order cost): derive from Open / Closed PO history. Count POs per supplier per year; divide an estimate of annual PO-processing labour by that count. Typical SMB S lands $50 to $300.
- C (unit cost): Inventory Valuation Summary, "Avg Cost."
- i (carrying-cost percent): not in QuickBooks. Estimate as cost-of-capital (your blended borrowing rate, 6 to 10 percent in 2026) + warehouse expense as percent of average inventory value + risk loader. Default to 25 if you don’t have the components.
The bulk-run pattern
Export Sales by Item Summary to CSV. Export Inventory Valuation Summary to CSV. VLOOKUP / join on Item Name. Add a constant S column and a constant i column. Compute Q* in a formula column: =SQRT(2 * D * S / (C * i)). Feed the resulting Q* into the QuickBooks Reorder Point field per SKU.
Using our template
The CSV template does the same in one paste. Drop in the merged QuickBooks rows; download Q* plus sensitivity columns; paste back into a QuickBooks Bulk Item Update or NetSuite import.