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Setting Up QuickBooks® Online Integration

We built our QuickBooks® Online integration for estimates prioritizing fewer steps so businesses can set it up quickly and independently. While we do still offer support, our integration assists in making your sync almost fully autom

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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.

Information After Data Sync

Your data sync is fully automated, you just need to confirm that all field 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.

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