Turn QuickBooks into a mobile sales system for your field team
Give reps live customers, pricing, inventory, DSD route execution, mobile order entry and invoicing—online or offline—with two-way QuickBooks synchronization.
A practical 30-minute tour tailored to your QuickBooks workflow. No obligation.
QuickBooks handles accounting. Your reps need a selling workflow.
inSitu Sales extends the customer, product and inventory data you already manage into a fast DSD and mobile sales workflow for wholesale and distribution teams.
Mobile Order Entry
Create sales orders and invoices during customer visits without returning to the office.
Two-Way Sync
Keep customers, orders, invoices, estimates and credit memos aligned with QuickBooks.
Live Inventory
Help reps sell what is actually available, including inventory across multiple warehouses.
Direct Store Delivery (DSD)
Run routes, capture orders and invoices at each stop, and keep customer pricing and inventory synchronized.
Keep your team selling—not copying information between systems
Reps can work from a phone or tablet while your office continues using QuickBooks as the accounting source of truth.
- Capture orders and invoices at the customer location
- View products, customer history and current pricing
- Work offline when a connection is unavailable
- Reduce delays and manual reconciliation
- Support DSD (Direct Store Delivery), van sales and pre-sales workflows
“The ability to track inventory in multiple warehouses and stay seamlessly synced to QuickBooks was amazing.”
QuickBooks ProAdvisor testimonial
Turn field activity into smarter next actions
Use AI capabilities in inSitu Sales to help teams prioritize products, analyze operational data and automate repeatable work—while QuickBooks remains the accounting source of truth.
Order Recommendations
Surface suggested products and quantities from customer purchasing patterns so reps can prepare more relevant orders and spot opportunities before each visit.
AI Data Analysis
Ask questions about sales, customers, inventory and route activity in natural language to uncover trends without building another report.
Automation Agents
Use governed AI agents to monitor business signals, prepare follow-ups and automate approved repetitive tasks using connected operational data.
From QuickBooks to the field in three steps
We’ll confirm your version, sales workflow and data needs during the demo.
Connect your Intuit platform
Link QuickBooks Online, QuickBooks Enterprise/Desktop or Intuit Enterprise Suite.
Sync the selling data
Bring customers, products, pricing and inventory into inSitu Sales.
Execute DSD routes
Reps run routes, take orders, invoice customers and capture field activity from the mobile app.
A strong fit if you…
- Distribute food, beverages, snacks, tobacco, consumer goods or industrial products
- Have outside sales reps, route sales or DSD (Direct Store Delivery) operations
- Use QuickBooks Online, QuickBooks Enterprise/Desktop or Intuit Enterprise Suite
- Need live inventory, customer pricing or mobile orders in the field
Let’s confirm the integration
Bring your QuickBooks version, number of reps, warehouse setup and current order process. We’ll show the closest workflow and identify any integration requirements.
QuickBooks integration questions
Which QuickBooks and Intuit products do you support?
inSitu Sales supports QuickBooks Online, supported QuickBooks Enterprise/Desktop configurations and Intuit Enterprise Suite. We’ll confirm compatibility for your exact version during the demo.
Can field reps work without internet?
Yes. Reps can capture field activity offline and synchronize when a connection becomes available.
What information can synchronize?
Depending on your QuickBooks product and setup, workflows can include customers, products, inventory, orders, invoices, estimates and credit memos.
Can reps see multiple warehouses?
inSitu Sales can support multi-warehouse inventory workflows. We’ll review how your warehouses are configured during the demo.
Is this accounting software?
No. QuickBooks remains your accounting system. inSitu Sales gives field and route teams a mobile sales workflow connected to that data.
See your QuickBooks sales workflow in action
Book a live tour and tell us how your reps sell today. We’ll focus the conversation on your QuickBooks or Intuit version, DSD route process and distribution operation.