ACCESS QB ONLINE DATA FROM YOUR MOBILE DEVICE
QuickBooks® Online Integration For Distributors
Our QuickBooks® Online integration prioritizes a fast and easy sync to equip your sales reps with all the necessary data from your account.
Simply choose the data you wish to be available to each rep, then import your segments over.
Two Way Sync
Sync your customers, orders, invoices, estimates, and credit memos directly from your accounting software. Data flows quickly and easily between inSitu Sales & NetSuite.
Mobile Payment Processing
Connect payment processing gateways such as Stripe & Authorize.net to collect on any full or partial payments due.
Live Inventory Tracking
Track inventory levels to guarantee available stock during sales transactions by transferring products, swapping to a different warehouse, or declining due to insufficient inventory.
Seamless Omnichannel Sales
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Information After Data Sync
Your data sync is fully automated, you just need to confirm that all fields applicable for your business are marked ‘successful.’ If any fields are unable to connect, please doublecheck that your QuickBooks® has existing values for it recorded.
Account History
Our software syncs all history regarding invoices, credit memos, estimates, and sales orders. Open invoices will be tracked right away.
Sales Reps
Values defined for sales reps will determine the interface and access each has when using our software for sales orders.
Price Lists
If your reps were using unique price lists for their customer lists, we sync that as well, so there won’t be any adjustments or changes to routines.
Location
Along with other customer information, their locations will be fed directly into the field sales app to assist in sales route optimization.
QuickBooks® Online Integration For Reps In The Field
Learn how to utilize data directly from QuickBooks® Online and enable a stronger sales process for your sales reps in the field. Control and segment data on a granular level for customers, products, pricing, and even reps.
QuickBooks® Online Integration For Admins
In the admin portal, sales leaders can use refined segments and assignments to fine tune field sales remotely.
Connect To QuickBooks® Online
After selecting QuickBooks® Online, the option ‘Connect To QuickBooks’ will appear.
Clicking this will take you to where you can sign into your Intuit account. Once signed in, simply save the settings and let the data fully sync to access your information with inSitu software at any time
From here, changes you make on your Intuit account will be detected and synced on your inSitu software and admin portal.