Intuit QuickBooks Online features.

From 2020 to 2023 I was an Experience Design Manager at Intuit, having joined as a result of the acquisition of our software startup TradeGecko. At Intuit I managed designers in the QuickBooks Commerce team, while also contributing research and design craft for new inventory management features in QuickBooks Online.

Stocktaking with Inventory Counts

I worked alongside product colleague Atul Kaul to create a stocktaking feature within the Products and Services area of QuickBooks Online, to enhance the platform for the millions of product based business owners using QuickBooks.

Over time stock goes missing, it gets damaged, team members take things away or find things that were kept in the wrong place, or products are given away as free samples. There are many real and legitimate reasons for stock numbers to move around, but aside from procuring or selling stock these other reasons don't have a paper trail associated with them and as such aren't shown in the inventory numbers in the system.

Inventory Counts allow product based businesses to periodically (often monthly or quarterly) count the actual inventory they have in a stock location and compare that to the expected quantities they have marked as on-hand in their inventory management record.

Starting with low fidelity sketches to understand the user journeys, these were refined with testing and design reviews.

On to high-fidelity, I created Figma prototypes to test with while engineering built the feature inside QuickBooks.

After multiple rounds of testing, we identified edge cases and breaking points in the complex flows, giving notification and assistance to users to complete their goal. Once the feature was positively received by customers we rolled it out to the entire user base and continued to learn and refine.