Accelerating Global Expansion with QuickBooks Enterprise and Fourlane’s D.R.I.V.E.TM Framework
Overview
An emerging global (U.S., Canada, Europe, and the Middle East) spirits brand, faced challenges typical to the alcohol industry—multi-state and international distribution, regulatory complexities, and high-volume transactions across multiple platforms. The company required robust accounting infrastructure to support its growth and evolving organizational structure.
Challenges
QuickBooks Online Limitations:
- Inadequate manufacturing and inventory tracking features
- Lack of real-time data integration with operational platforms
Manual Processes:
- Heavy reliance on Excel for invoicing, inventory, and reconciliation
- Fragmented data across Salesforce, Park Street (Back-Office Solutions, including regulatory compliance, logistics, national importing, distribution, warehousing, and order-fulfillment) and internal teams
Scalability Issues:
- Inconsistent chart of accounts
- Difficulty with multi-currency, regional reporting, and chargebacks
Operational Disconnect:
- Payroll intertwined with operational data
- Need for separation and Professional Employer Organization (PEO) integration for HR support
Fourlane’s Strategic Approach
Fourlane initiated the project with deep-dive discovery sessions, showcasing their D.R.I.V.E™ methodology—a proven framework for managing system implementations and organizational change.
Key Solutions and Features Implemented
| Inventory | QuickBooks Enterprise + Katana + Enhanced Receiving |
| HR/Payroll | Suggested separating payroll from books; potential PEO integration |
| Custom Reporting | Gross margin by SKU, chargebacks automation, dynamic regional reports |
| Sales & Manufacturing | BOM assembly creation, packaging categorization, sales site pricing |
| Multi-Currency | Enabled AP/AR tracking across USD, CAD, and MXN |
| Compliance | Engaged Avalara for sales tax tracking; Excise tax analysis included |
| Data Fabric | Future integration with Salesforce and Modern Data Company for analytics |
Benefits Achieved and Future Plans
By partnering with Fourlane, the company has achieved several benefits, including:
- Streamlined financial operations across multiple platforms
- Real-time inventory and manufacturing visibility
- Reduced reliance on manual reconciliation and data entry
- Enhanced audit readiness and compliance tracking
- Foundation laid for strategic growth and data-driven decision-making
Additionally, the company plans to:
- Integrate KPI reporting dashboards
- Explore custom development with Qvinci
- Continue expansion into international markets
Fourlane Is Here To Help
If you’re looking for powerful solutions to your business’ needs, reach out to us by email, or call us at 1-800-931-2120. We’d love to help you navigate any challenges and grow your business.
About Client
Global spirits brand
Industry
Consumer Products (Alcohol & Spirits)