{"id":10131,"date":"2021-05-27T18:35:21","date_gmt":"2021-05-27T18:35:21","guid":{"rendered":"https:\/\/www.insitusales.com\/?page_id=10131"},"modified":"2024-11-04T19:54:16","modified_gmt":"2024-11-04T19:54:16","slug":"quickbooks-online","status":"publish","type":"page","link":"https:\/\/www.insitusales.com\/en\/integrations\/quickbooks-integration\/quickbooks-online\/","title":{"rendered":"QuickBooks\u00ae Online Integration"},"content":{"rendered":"
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ACCESS QB ONLINE DATA FROM YOUR MOBILE DEVICE<\/h6>\n

QuickBooks\u00ae Online Integration For Distributors<\/h3>\n

Our QuickBooks\u00ae 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.<\/p>\nFREE 14 DAY TRIAL<\/a>BOOK DEMO<\/a><\/div>\n

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Connect To QuickBooks\u00ae Online<\/h2>\n<\/div>\n
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After selecting QuickBooks\u00ae Online, the option \u2018Connect To QuickBooks\u2019<\/span> will appear. <\/span><\/p>\n

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.<\/span><\/p>\nWalkthrough Guide<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>

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Two Way Sync<\/h5>\n

Sync your customers, orders, invoices, estimates, and credit memos directly from your accounting software. Data flows quickly and easily between inSitu Sales & NetSuite.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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Mobile Payment Processing<\/h5>\n

Connect payment processing gateways such as Stripe & Authorize.net<\/b> to collect on any full or partial payments due.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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Live Inventory Tracking<\/h5>\n

Track inventory levels to guarantee available stock during sales transactions by transferring products, swapping to a different warehouse, or declining due to insufficient inventory.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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Seamless Omnichannel Sales<\/h5>\n

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>

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Information After Data Sync<\/h3>\n

Your data sync is fully automated, you just need to confirm that all fields applicable for your business are marked \u2018successful.\u2019 If any fields are unable to connect, please doublecheck that your QuickBooks\u00ae has existing values for it recorded. <\/p>\n<\/div>\n<\/div>\n

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Account History<\/h5>\n

Our software syncs all history regarding invoices, credit memos, estimates, and sales orders. Open invoices will be tracked right away. <\/p>\n<\/div>\n

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Sales Reps<\/h5>\n

Values defined for sales reps will determine the interface and access each has when using our software for sales orders. <\/p>\n<\/div>\n

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Price Lists <\/h5>\n

If your reps were using unique price lists for their customer lists, we sync that as well, so there won\u2019t be any adjustments or changes to routines. <\/p>\n<\/div>\n

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Location<\/h5>\n

Along with other customer information, their locations will be fed directly into the field sales app to assist in sales route optimization.<\/p>\n<\/div>\n<\/div>\n

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QuickBooks\u00ae Online Integration For Reps In The Field<\/h2>\n

Learn how to utilize data directly from QuickBooks\u00ae 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.<\/p>\n<\/div>\n<\/div>\n

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Mobile Invoicing W\/ Printing<\/h4>\n

Create mobile invoices that can be printed on a bluetooth printer (Bixolon or Zebra) or emailed as a PDF. Use customer info to automatically create a custom template in seconds. Collect digital signatures at any point during contact.<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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Mobile Order Taking<\/h4>\n

Take mobile orders with a user-friendly product catalog that allows multiple pricing levels, barcode scanning, and tracking purchase history by product, brand, and location.<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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DSD Route Accounting<\/h4>\n

Optimize DSD routes to either maximize speed, or minimize driving costs. Boost transparency with real-time GPS tracking and proof of delivery.<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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Mobile Payment Processing<\/h4>\n

Accept payments electronically with credit cards, Stripe, or Authorize.net, and review previous payment history (including open or outstanding invoice balances). Receipts can be printed or shared.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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QuickBooks\u00ae Online Integration For Admins<\/h2>\n

In the admin portal, sales leaders can use refined segments and assignments to fine tune field sales remotely.<\/p>\n<\/div>\n<\/div>\n

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Route Management<\/h4>\n

Assign optimized routes on a calendar to reps according to whether you want one-way, round trip, or to avoid highways and toll roads.<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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Update Inventory W\/ Controls<\/h4>\n

Upload inventory lists from Excel, or from ERP sync. Products can then be assigned to customer lists, or specific customers. Enter barcode numbers for quick scanning.<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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Set Pricing Rules & Promotions<\/h4>\n

Incentivize purchases with pricing rules and promotions depending on volume, cost, etc.<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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Easy Integration Sync<\/h4>\n

The integration for SAP B1 is kept as simple as possible, while carrying over all essential data to empower transactions.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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ACCESS QB ONLINE DATA FROM YOUR MOBILE DEVICE QuickBooks\u00ae Online Integration For Distributors Our QuickBooks\u00ae 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. FREE 14 …<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":7598,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"pro\/page-templates\/page-with-small-header.php","meta":{"footnotes":""},"class_list":["post-10131","page","type-page","status-publish","hentry"],"featured_image_src":null,"_links":{"self":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/10131","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/comments?post=10131"}],"version-history":[{"count":12,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/10131\/revisions"}],"predecessor-version":[{"id":14489,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/10131\/revisions\/14489"}],"up":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/7598"}],"wp:attachment":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/media?parent=10131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}