When to Ditch QBO/Xero for an ERP

When to Ditch QuickBooks
Online/Xero for an ERP
(and Which One)

If you’re scaling ecom on QBO, you’ll hit the ceiling. The symptoms aren’t subtle: spreadsheet chaos, inventory blind spots, and a month-end close that steals your weekends. Here’s the no-BS version of when to switch—and where to land (NetSuite, Fulfil.io, or Odoo).

Signs You’ve Outgrown QBO

  • Inventory gets messy: multi-warehouse, bundles/kits, or >1–2k SKUs and stock accuracy keeps biting you.
  • Order volume spikes: hundreds/day across Shopify + marketplaces means imports, retries, and “why is this missing?”
  • Channels & 3PLs multiply: brittle connectors, duplicate data, delayed inventory sync → oversells and angry customers.
  • Finance complexity climbs: revenue recognition, multi-entity, currency, consolidations = Excel gymnastics.
  • Too many manual workflows: approvals, purchasing, routing, forecasting… all happening in sheets and Slack.

Thresholds That Usually Trigger a Move

  • Ops: >300 orders/day, >2 warehouses or 3PL, >3 sales channels.
  • Catalog: >2k SKUs or heavy variants/bundles/BOMs.
  • Finance: multi-entity, multi-currency, or recurring/deferrals.
  • Team: >15–25 users needing role-based access and audit trails.

Where to Land (Fast Compare)

NetSuiteThe enterprise workhorse

  • Best for: $10M–$100M+ brands, multi-entity/global, complex ops that need depth and controls.
  • Why: All-in-one modules, serious reporting/workflows, scales hard.
  • Watchouts: Pricey, longer implementation, don’t over-customize yourself into a corner.

Fulfil.ioeCommerce-native and fast to value

  • Best for: DTC/omni brands needing clean order/inventory ops and real-time channel sync.
  • Why: Modern UX, strong Shopify/Amazon/3PL integrations, quicker rollout than legacy ERPs.
  • Watchouts: Accounting depth improving; less breadth outside retail/wholesale.

OdooOpen-source, flexible, cost-effective

  • Best for: Cost-conscious teams with tech chops or a partner; unique workflows.
  • Why: Full suite, modular, own your stack, favorable per-user pricing.
  • Watchouts: DIY energy required; module quality varies; plan upgrades carefully.

Pitfalls to Avoid

  • Replicating bad processes: adopt ERP best practices; kill sheet-driven hacks.
  • Migrating dirty data: de-dupe customers/SKUs, fix units, close ghosts before import.
  • Underestimating change mgmt: train by role, pilot key flows, avoid peak season go-live.

A Pragmatic Switch Plan (5 Steps)

  1. Define non-negotiables: inventory truth, channel latency, close speed, control requirements.
  2. Shortlist & demo with your data: NetSuite vs Fulfil.io vs Odoo against real scenarios.
  3. Map integrations: Shopify/marketplaces, 3PL, payments/payouts, tax, BI/warehouse.
  4. Migrate the minimum viable history: masters + opens; archive the rest.
  5. Phase rollout: sandbox > pilot > staged go-live; parallel the first close to validate.

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