{"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":"2026-09-07T03:25:06","modified_gmt":"2026-09-07T03:25:06","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":"\n<!-- inSitu Sales \u2014 QuickBooks Online integration for distributors -->\n<style id=\"insitu-qbo-styles\">\nbody:has(.insitu-qbo-page) .inner-header-description,\nbody:has(.insitu-qbo-page) .header-description-row { display: none !important; }\nbody:has(.insitu-qbo-page) #page-content,\nbody:has(.insitu-qbo-page) .page-content { padding: 0 !important; }\n.insitu-qbo-page {\n  position: relative;\n  left: 50%;\n  width: 100vw !important;\n  max-width: 100vw !important;\n  margin: 0 0 0 -50vw !important;\n  padding: 0 !important;\n  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16px; }\n.insitu-qbo-page .qbo-text-link { display: inline-flex; align-items: center; gap: 8px; margin-top: 12px; color: var(--qbo-blue); font-size: 11px; font-weight: 800; letter-spacing: .05em; }\n.insitu-qbo-page .qbo-fit-panels { display: grid; grid-template-columns: repeat(2, 1fr); overflow: hidden; border: 1px solid var(--qbo-line); border-radius: 14px; background: #fff; }\n.insitu-qbo-page .qbo-fit-panels article { padding: 32px; }\n.insitu-qbo-page .qbo-fit-panels article + article { border-left: 1px solid var(--qbo-line); background: #f3fbf2; }\n.insitu-qbo-page .qbo-fit-panels article > span { display: flex; align-items: center; gap: 10px; color: var(--qbo-blue); font-family: \"Manrope\", sans-serif; font-size: 20px; font-weight: 800; }\n.insitu-qbo-page .qbo-fit-panels article + article > span { color: #23811a; }\n.insitu-qbo-page .qbo-fit-panels article > span svg { font-size: 28px; }\n.insitu-qbo-page .qbo-fit-panels ul { display: grid; gap: 10px; margin: 24px 0 0; padding-left: 20px; color: #5d6f85; font-size: 12px; }\n\n.insitu-qbo-page .qbo-faq { background: #fff; }\n.insitu-qbo-page .qbo-faq-grid { display: grid; grid-template-columns: .76fr 1.24fr; align-items: start; gap: 80px; }\n.insitu-qbo-page .qbo-faq-grid > div:first-child { position: sticky; top: 100px; }\n.insitu-qbo-page .qbo-faq-list { border-top: 1px solid var(--qbo-line); }\n.insitu-qbo-page .qbo-faq-list details { border-bottom: 1px solid var(--qbo-line); }\n.insitu-qbo-page .qbo-faq-list summary { display: flex; align-items: center; justify-content: space-between; gap: 20px; padding: 19px 4px; color: var(--qbo-navy); cursor: pointer; font-family: \"Manrope\", sans-serif; font-size: 14px; font-weight: 750; list-style: none; }\n.insitu-qbo-page .qbo-faq-list summary::-webkit-details-marker { display: none; }\n.insitu-qbo-page .qbo-faq-list summary span { color: var(--qbo-blue); font-size: 20px; }\n.insitu-qbo-page .qbo-faq-list details[open] summary span { transform: rotate(45deg); }\n.insitu-qbo-page .qbo-faq-list details p { margin: -2px 4px 19px; font-size: 13px; }\n\n.insitu-qbo-page .qbo-final-cta { padding: 66px 0; background: var(--qbo-navy); }\n.insitu-qbo-page .qbo-final-cta .qbo-shell { display: flex; align-items: center; justify-content: space-between; gap: 56px; }\n.insitu-qbo-page .qbo-final-cta h2 { margin-bottom: 10px; color: #fff; font-size: clamp(30px, 3vw, 45px); }\n.insitu-qbo-page .qbo-final-cta p:not(.qbo-eyebrow) { max-width: 780px; margin-bottom: 0; color: #c9d8ea; }\n.insitu-qbo-page .qbo-button.light { flex: 0 0 auto; color: var(--qbo-blue); background: #fff; }\n.insitu-qbo-page .qbo-button.outline-light { flex: 0 0 auto; border-color: #8fa9c8; color: #fff; background: transparent; }\n.insitu-qbo-page .qbo-button.outline-light:hover { border-color: #fff; background: #fff; color: var(--qbo-blue); }\n\n.insitu-qbo-page .qbo-footer { padding: 60px 0 22px; color: #aebfd3; background: #0a1d36; }\n.insitu-qbo-page .qbo-footer-grid { display: grid; grid-template-columns: 1.25fr repeat(3, .8fr); gap: 48px; }\n.insitu-qbo-page .qbo-footer-brand img { width: 150px; height: auto; filter: brightness(0) invert(1); }\n.insitu-qbo-page .qbo-footer-grid > div p { max-width: 360px; margin: 18px 0 0; color: #92a7c0; font-size: 11px; }\n.insitu-qbo-page .qbo-footer nav { display: grid; align-content: start; gap: 8px; }\n.insitu-qbo-page .qbo-footer nav strong { margin-bottom: 7px; color: #fff; font-size: 10px; letter-spacing: .1em; text-transform: uppercase; }\n.insitu-qbo-page .qbo-footer nav a { color: #aebfd3; font-size: 10px; }\n.insitu-qbo-page .qbo-footer nav a:hover { color: #fff; }\n.insitu-qbo-page .qbo-footer-legal { display: flex; align-items: center; justify-content: space-between; gap: 20px; margin-top: 38px; padding-top: 18px; border-top: 1px solid #29405e; color: #7f94ad; font-size: 9px; }\n\n@media (max-width: 1140px) {\n  .insitu-qbo-page .qbo-hero-grid { grid-template-columns: .9fr 1.1fr; gap: 40px; }\n  .insitu-qbo-page .qbo-record { width: 170px; }\n  .insitu-qbo-page .qbo-day-steps { grid-template-columns: repeat(3, 1fr); row-gap: 44px; }\n  .insitu-qbo-page .qbo-day-steps > li > p { min-height: 76px; }\n  .insitu-qbo-page .qbo-step-arrow { display: none; }\n  .insitu-qbo-page .qbo-fit-grid { gap: 44px; }\n}\n\n@media (max-width: 920px) {\n  .insitu-qbo-page .qbo-section { padding: 76px 0; }\n  .insitu-qbo-page .qbo-hero { padding: 58px 0 76px; }\n  .insitu-qbo-page .qbo-hero-grid, .insitu-qbo-page .qbo-enterprise-grid, .insitu-qbo-page .qbo-fit-grid, .insitu-qbo-page .qbo-faq-grid { grid-template-columns: 1fr; }\n  .insitu-qbo-page .qbo-hero-visual { min-height: 520px; }\n  .insitu-qbo-page .qbo-marketplace-listing { grid-template-columns: 1fr auto; }\n  .insitu-qbo-page .qbo-marketplace-listing ul { grid-column: 1 \/ -1; grid-row: 2; }\n  .insitu-qbo-page .qbo-assurance article { padding: 18px 28px; }\n  .insitu-qbo-page .qbo-faq-grid { gap: 32px; }\n  .insitu-qbo-page .qbo-faq-grid > div:first-child { position: static; }\n  .insitu-qbo-page .qbo-footer-grid { grid-template-columns: repeat(2, 1fr); }\n}\n\n@media (max-width: 700px) {\n  .insitu-qbo-page .qbo-shell { width: min(100% - 32px, 1360px); }\n  .insitu-qbo-page.qbo-page h1 { font-size: clamp(40px, 13vw, 56px); }\n  .insitu-qbo-page.qbo-page h2 { font-size: 32px; }\n  .insitu-qbo-page .qbo-hero { padding-top: 42px; }\n  .insitu-qbo-page .qbo-lede { font-size: 16px; }\n  .insitu-qbo-page .qbo-cta-row { display: grid; }\n  .insitu-qbo-page .qbo-button { width: 100%; }\n  .insitu-qbo-page .qbo-app-store-link { width: 100%; }\n  .insitu-qbo-page .qbo-marketplace .qbo-shell { gap: 30px; }\n  .insitu-qbo-page .qbo-marketplace-listing { grid-template-columns: 1fr; gap: 24px; padding: 25px; }\n  .insitu-qbo-page .qbo-marketplace-listing ul { grid-column: auto; grid-row: auto; grid-template-columns: 1fr; }\n  .insitu-qbo-page .qbo-marketplace-app { justify-content: center; }\n  .insitu-qbo-page .qbo-enterprise-brand { padding: 24px; }\n  .insitu-qbo-page .qbo-enterprise-features { padding: 8px 24px; }\n  .insitu-qbo-page .qbo-hero-visual { min-height: 660px; }\n  .insitu-qbo-page .qbo-hero-visual > img { right: 50%; width: 220px; transform: translateX(50%); }\n  .insitu-qbo-page .qbo-hero-records { top: 84px; display: block; }\n  .insitu-qbo-page .qbo-record { position: absolute; width: calc(50% - 8px); min-height: 146px; }\n  .insitu-qbo-page .qbo-record.pricing { top: 0; left: 0; }\n  .insitu-qbo-page .qbo-record.invoice { top: 0; right: 0; left: auto; }\n  .insitu-qbo-page .qbo-record.inventory { top: 165px; right: auto; left: 0; }\n  .insitu-qbo-page .qbo-record.payment { top: 165px; right: 0; left: auto; }\n  .insitu-qbo-page .qbo-record.credit { top: 330px; right: 0; left: 0; width: 100%; min-height: 132px; }\n  .insitu-qbo-page .qbo-sync-medallion { top: 582px; left: 50%; width: 72px; height: 72px; border-width: 7px; transform: translateX(-50%); }\n  .insitu-qbo-page .qbo-sync-medallion svg { font-size: 28px; }\n  .insitu-qbo-page .qbo-day-steps { grid-template-columns: 1fr; gap: 30px; }\n  .insitu-qbo-page .qbo-day-steps > li { display: grid; grid-template-columns: 58px 1fr; column-gap: 16px; text-align: left; }\n  .insitu-qbo-page .qbo-step-icon { grid-row: 1 \/ span 3; margin: 0; }\n  .insitu-qbo-page .qbo-day-steps h3 { margin-top: 3px; }\n  .insitu-qbo-page .qbo-day-steps > li > p { min-height: 0; margin-bottom: 12px; }\n  .insitu-qbo-page .qbo-step-card { grid-column: 2; min-height: 0; }\n  .insitu-qbo-page .qbo-assurance-grid { grid-template-columns: 1fr; }\n  .insitu-qbo-page .qbo-assurance article { grid-template-columns: 1fr; padding: 26px 0; }\n  .insitu-qbo-page .qbo-assurance article + article { border-top: 1px solid #48617f; border-left: 0; }\n  .insitu-qbo-page .qbo-access-grid { grid-template-columns: 1fr; }\n  .insitu-qbo-page .qbo-access-grid article { padding: 25px; }\n  .insitu-qbo-page .qbo-sync-table { border: 0; overflow: visible; }\n  .insitu-qbo-page .qbo-sync-head { display: none; }\n  .insitu-qbo-page .qbo-sync-row { grid-template-columns: 1fr auto; gap: 8px 14px; margin-bottom: 10px; padding: 16px; border: 1px solid var(--qbo-line); border-radius: 9px; }\n  .insitu-qbo-page .qbo-sync-row > span:nth-child(2) { justify-content: flex-end; }\n  .insitu-qbo-page .qbo-sync-row > span:nth-child(2) b { display: none; }\n  .insitu-qbo-page .qbo-sync-row > span:nth-child(3), .insitu-qbo-page .qbo-sync-row > span:nth-child(4) { grid-column: 1 \/ -1; }\n  .insitu-qbo-page .qbo-sync-row > span:nth-child(4) { color: #7a899c; }\n  .insitu-qbo-page .qbo-fit-panels { grid-template-columns: 1fr; }\n  .insitu-qbo-page .qbo-fit-panels article + article { border-top: 1px solid var(--qbo-line); border-left: 0; }\n  .insitu-qbo-page .qbo-final-cta .qbo-shell { display: grid; }\n  .insitu-qbo-page .qbo-footer-grid { grid-template-columns: 1fr 1fr; gap: 30px; }\n  .insitu-qbo-page .qbo-footer-grid > div { grid-column: 1 \/ -1; }\n  .insitu-qbo-page .qbo-footer-legal { display: grid; }\n}\n\n@media (max-width: 430px) {\n  .insitu-qbo-page.qbo-page h1 { font-size: 36px; }\n  .insitu-qbo-page .qbo-hero-visual { min-height: 698px; }\n  .insitu-qbo-page .qbo-record { padding: 13px; }\n  .insitu-qbo-page .qbo-record-title { font-size: 9px; }\n  .insitu-qbo-page .qbo-record > span:not(.qbo-record-title) { font-size: 7px; }\n  .insitu-qbo-page .qbo-fit-panels article { padding: 25px; }\n  .insitu-qbo-page .qbo-footer-grid { grid-template-columns: 1fr; }\n  .insitu-qbo-page .qbo-footer-grid > div { grid-column: auto; }\n}\n\n@media (prefers-reduced-motion: reduce) {\n  .insitu-qbo-page.qbo-page *, .insitu-qbo-page.qbo-page *::before, .insitu-qbo-page.qbo-page *::after { scroll-behavior: auto !important; transition: none !important; }\n}\n\n<\/style><style id=\"qbgeo-styles\">.qbgeo{color:#142e52;line-height:1.65}.qbgeo a{color:#1767a4;text-decoration:underline;text-underline-offset:3px}.qbgeo .qbgeo-wrap{max-width:1180px;margin:auto;padding:48px 24px}.qbgeo h2{font-size:clamp(26px,3vw,38px);line-height:1.2;color:#142e52}.qbgeo h3{font-size:21px;line-height:1.35;color:#142e52}.qbgeo .qbgeo-scroll{overflow-x:auto;border:1px solid #dbe5ef;border-radius:14px;margin:24px 0}.qbgeo table{width:100%;border-collapse:collapse;min-width:680px;margin:0;font-size:15px}.qbgeo caption{text-align:left;padding:16px;background:#edf5fb;font-weight:700;color:#142e52}.qbgeo th,.qbgeo td{padding:16px;text-align:left;vertical-align:top;border:0;border-bottom:1px solid #dbe5ef;line-height:1.55}.qbgeo thead th{background:#142e52;color:white}.qbgeo tbody th{width:20%;font-weight:700}.qbgeo tbody tr:nth-child(even){background:#f5f9fc}.qbgeo .qbgeo-note{background:#edf5fb;border-left:4px solid #fa745f;padding:20px;margin:24px 0;border-radius:0 12px 12px 0}.qbgeo .qbgeo-cards{display:grid;grid-template-columns:repeat(2,minmax(0,1fr));gap:24px;margin:24px 0}.qbgeo .qbgeo-card{border:1px solid #dbe5ef;border-radius:14px;padding:24px;background:#fff}.qbgeo li{margin-bottom:12px}.qbgeo .qbgeo-date{font-size:13px;color:#52657b;letter-spacing:.05em}.qbgeo .qbgeo-links{display:flex;flex-wrap:wrap;gap:12px 24px;margin:24px 0}.qbgeo p{max-width:85ch}.qbgeo ol{padding-left:24px}@media(max-width:700px){.qbgeo .qbgeo-cards{grid-template-columns:1fr}.qbgeo .qbgeo-wrap{padding:32px 18px}.qbgeo .qbgeo-card{padding:20px}.qbgeo th,.qbgeo td{padding:12px}}<\/style>\n<div class=\"insitu-qbo-page qbo-page\">\n<main>\n<section class=\"qbo-hero\"><div class=\"qbo-shell qbo-hero-grid\"><div class=\"qbo-hero-copy\"><p class=\"qbo-eyebrow\">QUICKBOOKS ONLINE &amp; INTUIT ENTERPRISE SUITE INTEGRATION<\/p><h1>QuickBooks Online and Intuit Enterprise Suite\u2014connected to your field team.<\/h1><p class=\"qbo-lede\">Use the same inSitu Sales integration for QuickBooks Online or Intuit Enterprise Suite\u2014bringing mobile order taking, DSD routes, inventory-aware selling, invoicing, and payment collection into one connected workflow.<\/p><div class=\"qbo-cta-row\"><a class=\"qbo-button primary\" href=\"https:\/\/calendly.com\/d\/dz5z-2tj-b48\" target=\"_blank\" rel=\"noopener\">BOOK DEMO<\/a><a class=\"qbo-button secondary\" href=\"https:\/\/app.insitusales.com\/inSituSignUp\/register\" target=\"_blank\" rel=\"noopener\">START FREE TRIAL<\/a><\/div><a class=\"qbo-app-store-link\" href=\"https:\/\/quickbooks.intuit.com\/app\/apps\/appdetails\/insitusales\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"View inSitu Sales in the QuickBooks App Store\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.insitusales.com\/wp-content\/uploads\/quickbooks.png\" width=\"122\" height=\"40\" alt=\"\" title=\"\"><span><small>AVAILABLE IN THE<\/small><strong>QuickBooks App Store<\/strong><\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/a><div class=\"qbo-offline-note\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"m3 3 8.735 8.735m0 0a.374.374 0 1 1 .53.53m-.53-.53.53.53m0 0L21 21M14.652 9.348a3.75 3.75 0 0 1 0 5.304m2.121-7.425a6.75 6.75 0 0 1 0 9.546m2.121-11.667c3.808 3.807 3.808 9.98 0 13.788m-9.546-4.242a3.733 3.733 0 0 1-1.06-2.122m-1.061 4.243a6.75 6.75 0 0 1-1.625-6.929m-.496 9.05c-3.068-3.067-3.664-7.67-1.79-11.334M12 12h.008v.008H12V12Z\"><\/path><\/svg><span><strong>Works online and offline<\/strong><small>Capture eligible field activity without a signal and synchronize after connectivity returns.<\/small><\/span><\/div><\/div><figure class=\"qbo-hero-visual\" aria-label=\"Illustrative QuickBooks Online synchronization workflow\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.insitusales.com\/wp-content\/uploads\/intuit-quickbooks-online-logo-2026.png\" width=\"2345\" height=\"600\" alt=\"Intuit QuickBooks Online\" title=\"\"><div class=\"qbo-hero-records\"><article class=\"qbo-record pricing\"><span class=\"qbo-record-title\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M9.568 3H5.25A2.25 2.25 0 0 0 3 5.25v4.318c0 .597.237 1.17.659 1.591l9.581 9.581c.699.699 1.78.872 2.607.33a18.095 18.095 0 0 0 5.223-5.223c.542-.827.369-1.908-.33-2.607L11.16 3.66A2.25 2.25 0 0 0 9.568 3Z\"><\/path><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M6 6h.008v.008H6V6Z\"><\/path><\/svg> inSitu customer pricing<\/span><span><b>Spring Water 24 pk<\/b><em class=\"\">$5.05<\/em><\/span><span><b>Cola 12 oz<\/b><em class=\"\">$4.55<\/em><\/span><span><b>Energy Drink 16 oz<\/b><em class=\"\">$15.60<\/em><\/span><\/article><article class=\"qbo-record invoice\"><span class=\"qbo-record-title\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M19.5 14.25v-2.625a3.375 3.375 0 0 0-3.375-3.375h-1.5A1.125 1.125 0 0 1 13.5 7.125v-1.5a3.375 3.375 0 0 0-3.375-3.375H8.25m0 12.75h7.5m-7.5 3H12M10.5 2.25H5.625c-.621 0-1.125.504-1.125 1.125v17.25c0 .621.504 1.125 1.125 1.125h12.75c.621 0 1.125-.504 1.125-1.125V11.25a9 9 0 0 0-9-9Z\"><\/path><\/svg> Invoice<\/span><span><b>INV-10854<\/b><em class=\"\">Open<\/em><\/span><span><b>Subtotal<\/b><em class=\"\">$1,245.60<\/em><\/span><span><b>Total<\/b><em class=\"\">$1,344.60<\/em><\/span><\/article><article class=\"qbo-record inventory\"><span class=\"qbo-record-title\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"m21 7.5-9-5.25L3 7.5m18 0-9 5.25m9-5.25v9l-9 5.25M3 7.5l9 5.25M3 7.5v9l9 5.25m0-9v9\"><\/path><\/svg> Inventory availability<\/span><span><b>Spring Water 24 pk<\/b><em class=\"success\">On hand<\/em><\/span><span><b>Cola 12 oz<\/b><em class=\"success\">On hand<\/em><\/span><span><b>Energy Drink 16 oz<\/b><em class=\"success\">On hand<\/em><\/span><\/article><article class=\"qbo-record payment\"><span class=\"qbo-record-title\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M2.25 18.75a60.07 60.07 0 0 1 15.797 2.101c.727.198 1.453-.342 1.453-1.096V18.75M3.75 4.5v.75A.75.75 0 0 1 3 6h-.75m0 0v-.375c0-.621.504-1.125 1.125-1.125H20.25M2.25 6v9m18-10.5v.75c0 .414.336.75.75.75h.75m-1.5-1.5h.375c.621 0 1.125.504 1.125 1.125v9.75c0 .621-.504 1.125-1.125 1.125h-.375m1.5-1.5H21a.75.75 0 0 0-.75.75v.75m0 0H3.75m0 0h-.375a1.125 1.125 0 0 1-1.125-1.125V15m1.5 1.5v-.75A.75.75 0 0 0 3 15h-.75M15 10.5a3 3 0 1 1-6 0 3 3 0 0 1 6 0Zm3 0h.008v.008H18V10.5Zm-12 0h.008v.008H6V10.5Z\"><\/path><\/svg> Payment<\/span><span><b>Amount<\/b><em class=\"\">$1,344.60<\/em><\/span><span><b>Method<\/b><em class=\"\">Card<\/em><\/span><span><b>Status<\/b><em class=\"success\">Applied<\/em><\/span><\/article><article class=\"qbo-record credit\"><span class=\"qbo-record-title\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M8.25 9.75h4.875a2.625 2.625 0 0 1 0 5.25H12M8.25 9.75 10.5 7.5M8.25 9.75 10.5 12m9-7.243V21.75l-3.75-1.5-3.75 1.5-3.75-1.5-3.75 1.5V4.757c0-1.108.806-2.057 1.907-2.185a48.507 48.507 0 0 1 11.186 0c1.1.128 1.907 1.077 1.907 2.185Z\"><\/path><\/svg> Credit memo<\/span><span><b>CM-10045<\/b><em class=\"success\">Posted<\/em><\/span><span><b>Reason<\/b><em class=\"\">Damaged goods<\/em><\/span><span><b>Total<\/b><em class=\"\">$64.80<\/em><\/span><\/article><\/div><div class=\"qbo-sync-medallion\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M16.023 9.348h4.992v-.001M2.985 19.644v-4.992m0 0h4.992m-4.993 0 3.181 3.183a8.25 8.25 0 0 0 13.803-3.7M4.031 9.865a8.25 8.25 0 0 1 13.803-3.7l3.181 3.182m0-4.991v4.99\"><\/path><\/svg><span>Two-way sync<\/span><\/div><\/figure><\/div><\/section><section class=\"qbo-enterprise qbo-section\" id=\"intuit-enterprise-suite\"><div class=\"qbo-shell qbo-enterprise-grid\"><div class=\"qbo-enterprise-copy\"><p class=\"qbo-eyebrow\">INTUIT ENTERPRISE SUITE INTEGRATION<\/p><h2>Growing beyond QuickBooks Online? Keep the same inSitu field workflow.<\/h2><p>The same inSitu Sales integration is compatible with Intuit Enterprise Suite. Connect approved accounting and ERP data to field sales, route execution, inventory, estimates, invoices, payments, returns, and B2B ordering without changing how reps work.<\/p><a class=\"qbo-text-link\" href=\"https:\/\/erp.intuit.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">LEARN ABOUT INTUIT ENTERPRISE SUITE <svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/a><\/div><div class=\"qbo-enterprise-panel\" aria-label=\"Intuit Enterprise Suite compatibility overview\"><div class=\"qbo-enterprise-brand\"><span>INTUIT<\/span><strong>Enterprise Suite<\/strong><small>Compatible with the same inSitu Sales integration<\/small><\/div><div class=\"qbo-enterprise-features\"><article><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M2.25 21h19.5m-18-18v18m10.5-18v18m6-13.5V21M6.75 6.75h.75m-.75 3h.75m-.75 3h.75m3-6h.75m-.75 3h.75m-.75 3h.75M6.75 21v-3.375c0-.621.504-1.125 1.125-1.125h2.25c.621 0 1.125.504 1.125 1.125V21M3 3h12m-.75 4.5H21m-3.75 3.75h.008v.008h-.008v-.008Zm0 3h.008v.008h-.008v-.008Zm0 3h.008v.008h-.008v-.008Z\"><\/path><\/svg><div><strong>Multi-entity ready<\/strong><p>Map approved entities, locations, warehouses, and user access to the right field workflows.<\/p><\/div><\/article><article><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M16.023 9.348h4.992v-.001M2.985 19.644v-4.992m0 0h4.992m-4.993 0 3.181 3.183a8.25 8.25 0 0 0 13.803-3.7M4.031 9.865a8.25 8.25 0 0 1 13.803-3.7l3.181 3.182m0-4.991v4.99\"><\/path><\/svg><div><strong>Connected operations<\/strong><p>Keep customer, product, inventory, document, payment, and return context aligned.<\/p><\/div><\/article><article><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M7.5 14.25v2.25m3-4.5v4.5m3-6.75v6.75m3-9v9M6 20.25h12A2.25 2.25 0 0 0 20.25 18V6A2.25 2.25 0 0 0 18 3.75H6A2.25 2.25 0 0 0 3.75 6v12A2.25 2.25 0 0 0 6 20.25Z\"><\/path><\/svg><div><strong>Controlled implementation<\/strong><p>Confirm supported objects, ownership rules, mappings, and sync directions before launch.<\/p><\/div><\/article><\/div><\/div><\/div><\/section><section class=\"qbo-marketplace qbo-section\"><div class=\"qbo-shell\"><div class=\"qbo-marketplace-intro\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.insitusales.com\/wp-content\/uploads\/quickbooks.png\" width=\"122\" height=\"40\" alt=\"QuickBooks\" title=\"\"><p class=\"qbo-eyebrow light\">OFFICIAL QUICKBOOKS APP STORE LISTING<\/p><h2>Find inSitu Sales in the QuickBooks App Store.<\/h2><p>Review the official marketplace listing, confirm the app details, and begin connecting inSitu Sales with QuickBooks Online from an Intuit-hosted page.<\/p><\/div><article class=\"qbo-marketplace-listing\"><div class=\"qbo-marketplace-app\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.insitusales.com\/wp-content\/uploads\/2020\/02\/cropped-cropped-inSituSales_logo_horizontal_trasnparentBg-1920x462-1.png\" width=\"208\" height=\"50\" alt=\"inSitu Sales\" title=\"\"><span><small>QUICKBOOKS APP STORE<\/small><strong>inSitu Sales<\/strong><\/span><\/div><ul><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Official marketplace listing<\/li><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Built for distributor workflows<\/li><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Intuit-hosted connection path<\/li><\/ul><a class=\"qbo-button marketplace\" href=\"https:\/\/quickbooks.intuit.com\/app\/apps\/appdetails\/insitusales\/\" target=\"_blank\" rel=\"noreferrer noopener\">VIEW APP LISTING <svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/a><\/article><\/div><\/section><section class=\"qbo-day\" id=\"quickbooks-workflow\"><div class=\"qbo-shell\"><div class=\"qbo-section-heading centered\"><p class=\"qbo-eyebrow\">QUICKBOOKS ONLINE + INSITU SALES<\/p><h2>One connected distribution day.<\/h2><p>Keep the customer, product, price, inventory, document, and payment context attached from the office to the field and back again.<\/p><\/div><ol class=\"qbo-day-steps\"><li><div class=\"qbo-step-icon\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M2.25 15a4.5 4.5 0 0 0 4.5 4.5H18a3.75 3.75 0 0 0 1.332-7.257 3 3 0 0 0-3.758-3.848 5.25 5.25 0 0 0-10.233 2.33A4.502 4.502 0 0 0 2.25 15Z\"><\/path><\/svg><span>1<\/span><\/div><h3>Morning sync<\/h3><p>Bring eligible customers, items, inventory, and open documents into the field workflow, with pricing managed in inSitu Sales.<\/p><article class=\"qbo-step-card\"><span><b>Customers<\/b><em class=\"success\">Ready<\/em><\/span><span><b>Items<\/b><em class=\"success\">Ready<\/em><\/span><span><b>Inventory<\/b><em class=\"success\">Ready<\/em><\/span><\/article><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" class=\"qbo-step-arrow\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/li><li><div class=\"qbo-step-icon\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M15 10.5a3 3 0 1 1-6 0 3 3 0 0 1 6 0Z\"><\/path><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M19.5 10.5c0 7.142-7.5 11.25-7.5 11.25S4.5 17.642 4.5 10.5a7.5 7.5 0 1 1 15 0Z\"><\/path><\/svg><span>2<\/span><\/div><h3>Customer visit<\/h3><p>Give the rep the account context, customer-specific pricing, history, and inventory they need at the stop.<\/p><article class=\"qbo-step-card\"><span><b>Open balance<\/b><em class=\"\">$2,350.00<\/em><\/span><span><b>Last order<\/b><em class=\"\">Aug 28<\/em><\/span><span><b>Warehouse<\/b><em class=\"\">Main<\/em><\/span><\/article><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" class=\"qbo-step-arrow\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/li><li><div class=\"qbo-step-icon\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M2.25 3h1.386c.51 0 .955.343 1.087.835l.383 1.437M7.5 14.25a3 3 0 0 0-3 3h15.75m-12.75-3h11.218c1.121-2.3 2.1-4.684 2.924-7.138a60.114 60.114 0 0 0-16.536-1.84M7.5 14.25 5.106 5.272M6 20.25a.75.75 0 1 1-1.5 0 .75.75 0 0 1 1.5 0Zm12.75 0a.75.75 0 1 1-1.5 0 .75.75 0 0 1 1.5 0Z\"><\/path><\/svg><span>3<\/span><\/div><h3>Estimate, order, or invoice<\/h3><p>Capture an estimate, order, or invoice with products, quantities, pricing, taxes, and notes. Orders sent to QuickBooks Online are created there as Estimates.<\/p><article class=\"qbo-step-card\"><span><b>Items<\/b><em class=\"\">12<\/em><\/span><span><b>Subtotal<\/b><em class=\"\">$1,245.60<\/em><\/span><span><b>Status<\/b><em class=\"\">Captured<\/em><\/span><\/article><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" class=\"qbo-step-arrow\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/li><li><div class=\"qbo-step-icon\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M2.25 8.25h19.5M2.25 9h19.5m-16.5 5.25h6m-6 2.25h3m-3.75 3h15a2.25 2.25 0 0 0 2.25-2.25V6.75A2.25 2.25 0 0 0 19.5 4.5h-15a2.25 2.25 0 0 0-2.25 2.25v10.5A2.25 2.25 0 0 0 4.5 19.5Z\"><\/path><\/svg><span>4<\/span><\/div><h3>Payment or return<\/h3><p>Apply a payment to eligible open invoices or record a return and its related credit memo under your workflow.<\/p><article class=\"qbo-step-card\"><span><b>Payment<\/b><em class=\"\">Applied<\/em><\/span><span><b>Return<\/b><em class=\"\">Recorded<\/em><\/span><span><b>Credit memo<\/b><em class=\"\">Created<\/em><\/span><\/article><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" class=\"qbo-step-arrow\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/li><li><div class=\"qbo-step-icon\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M9 12.75 11.25 15 15 9.75M21 12a9 9 0 1 1-18 0 9 9 0 0 1 18 0Z\"><\/path><\/svg><span>5<\/span><\/div><h3>QuickBooks updated<\/h3><p>Send eligible field transactions back so the accounting team can review current records without re-keying them.<\/p><article class=\"qbo-step-card\"><span><b>Estimate<\/b><em class=\"success\">Synced<\/em><\/span><span><b>Payment<\/b><em class=\"success\">Synced<\/em><\/span><span><b>Credit memo<\/b><em class=\"success\">Synced<\/em><\/span><\/article><\/li><\/ol><\/div><\/section><section class=\"qbo-assurance\"><div class=\"qbo-shell qbo-assurance-grid\"><article><span class=\"qbo-assurance-icon\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M16.023 9.348h4.992v-.001M2.985 19.644v-4.992m0 0h4.992m-4.993 0 3.181 3.183a8.25 8.25 0 0 0 13.803-3.7M4.031 9.865a8.25 8.25 0 0 1 13.803-3.7l3.181 3.182m0-4.991v4.99\"><\/path><\/svg><\/span><div><h2>Two-way synchronization<\/h2><p>Keep approved QuickBooks Online and inSitu records aligned so the field and office work from current information.<\/p><ul><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Customers, products, and inventory<\/li><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> inSitu orders sent to QBO as Estimates<\/li><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Invoices, payments, and credit memos<\/li><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Configurable mappings and source-of-record rules<\/li><\/ul><\/div><\/article><article><span class=\"qbo-assurance-icon\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"m3 3 8.735 8.735m0 0a.374.374 0 1 1 .53.53m-.53-.53.53.53m0 0L21 21M14.652 9.348a3.75 3.75 0 0 1 0 5.304m2.121-7.425a6.75 6.75 0 0 1 0 9.546m2.121-11.667c3.808 3.807 3.808 9.98 0 13.788m-9.546-4.242a3.733 3.733 0 0 1-1.06-2.122m-1.061 4.243a6.75 6.75 0 0 1-1.625-6.929m-.496 9.05c-3.068-3.067-3.664-7.67-1.79-11.334M12 12h.008v.008H12V12Z\"><\/path><\/svg><\/span><div><h2>Work online or offline<\/h2><p>Keep field activity moving when connectivity drops, then synchronize eligible records after the device reconnects.<\/p><ul><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Capture orders and approved field documents<\/li><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Keep assigned customer data available<\/li><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Synchronize after connectivity returns<\/li><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Reduce paper handoffs and re-entry<\/li><\/ul><\/div><\/article><\/div><\/section><section class=\"qbo-access qbo-section\"><div class=\"qbo-shell\"><div class=\"qbo-section-heading centered\"><p class=\"qbo-eyebrow\">FIELD ACCESS WITHOUT QUICKBOOKS SEATS<\/p><h2>Give reps the right data\u2014not access to your books.<\/h2><p>Field teams work in inSitu Sales instead of signing in to QuickBooks Online. That keeps accounting access limited while reps get the operational information they need.<\/p><\/div><div class=\"qbo-access-grid\"><article><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M15 19.128a9.38 9.38 0 0 0 2.625.372 9.337 9.337 0 0 0 4.121-.952 4.125 4.125 0 0 0-7.533-2.493M15 19.128v-.003c0-1.113-.285-2.16-.786-3.07M15 19.128v.106A12.318 12.318 0 0 1 8.624 21c-2.331 0-4.512-.645-6.374-1.766l-.001-.109a6.375 6.375 0 0 1 11.964-3.07M12 6.375a3.375 3.375 0 1 1-6.75 0 3.375 3.375 0 0 1 6.75 0Zm8.25 2.25a2.625 2.625 0 1 1-5.25 0 2.625 2.625 0 0 1 5.25 0Z\"><\/path><\/svg><\/span><h3>No QuickBooks seats for reps<\/h3><p>Field reps use inSitu Sales, so you do not need to purchase a QuickBooks Online user license for every person in the field.<\/p><\/article><article><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M2.25 18.75a60.07 60.07 0 0 1 15.797 2.101c.727.198 1.453-.342 1.453-1.096V18.75M3.75 4.5v.75A.75.75 0 0 1 3 6h-.75m0 0v-.375c0-.621.504-1.125 1.125-1.125H20.25M2.25 6v9m18-10.5v.75c0 .414.336.75.75.75h.75m-1.5-1.5h.375c.621 0 1.125.504 1.125 1.125v9.75c0 .621-.504 1.125-1.125 1.125h-.375m1.5-1.5H21a.75.75 0 0 0-.75.75v.75m0 0H3.75m0 0h-.375a1.125 1.125 0 0 1-1.125-1.125V15m1.5 1.5v-.75A.75.75 0 0 0 3 15h-.75M15 10.5a3 3 0 1 1-6 0 3 3 0 0 1 6 0Zm3 0h.008v.008H18V10.5Zm-12 0h.008v.008H6V10.5Z\"><\/path><\/svg><\/span><h3>No separate connection fee<\/h3><p>The QuickBooks Online connection has no additional inSitu Sales fee. Your existing inSitu Sales and QuickBooks Online subscriptions still apply.<\/p><\/article><article><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M16.5 10.5V6.75a4.5 4.5 0 1 0-9 0v3.75m-.75 11.25h10.5a2.25 2.25 0 0 0 2.25-2.25v-6.75a2.25 2.25 0 0 0-2.25-2.25H6.75a2.25 2.25 0 0 0-2.25 2.25v6.75a2.25 2.25 0 0 0 2.25 2.25Z\"><\/path><\/svg><\/span><h3>Control exactly what reps see<\/h3><p>Assign customers, products, prices, balances, invoices, warehouses, and routes. Reps see only the information you choose\u2014not your complete company books.<\/p><\/article><\/div><\/div><\/section><section class=\"qbo-sync qbo-section qbgeo\" id=\"what-syncs\"><div class=\"qbo-shell\"><p class=\"qbo-eyebrow\">EDITION-SPECIFIC INTEGRATION SCOPE<\/p><h2>What syncs with QuickBooks Online?<\/h2><p>Use this as a scope discussion for your implementation. Two-way integration describes the overall workflow; it does not mean every record or field moves both ways. Availability depends on your plan, enabled settings and approved mappings.<\/p><div class=\"qbgeo-scroll\" role=\"region\" aria-label=\"What syncs with QuickBooks Online?\" tabindex=\"0\"><table><caption>What syncs with QuickBooks Online?<\/caption><thead><tr><th scope=\"col\">Record or workflow<\/th><th scope=\"col\">Supported direction<\/th><th scope=\"col\">Ownership and scope to confirm<\/th><\/tr><\/thead><tbody><tr><th scope=\"row\">Customers<\/th><td>QuickBooks Online \u2192 inSitu; eligible customer creation\/updates \u2192 QuickBooks Online<\/td><td>Use QuickBooks as the accounting customer master; agree which fields reps may create or change.<\/td><\/tr><tr><th scope=\"row\">Products and inventory<\/th><td>QuickBooks Online \u2192 inSitu<\/td><td>Import eligible items and stock into the configured inSitu inventory scope. Do not assume Desktop inventory sites, bins or price levels are included.<\/td><\/tr><tr><th scope=\"row\">Estimates<\/th><td>Eligible estimates: inSitu \u2192 QuickBooks Online; configured estimate history \u2192 inSitu<\/td><td>Confirm which estimates are imported and who converts or edits them.<\/td><\/tr><tr><th scope=\"row\">Orders<\/th><td>inSitu \u2192 QuickBooks Online Estimate, when orders-as-estimates is enabled<\/td><td>The current inSitu connector uses an Estimate for this pre-invoice workflow. Confirm the document type before launch.<\/td><\/tr><tr><th scope=\"row\">Invoices and balances<\/th><td>Eligible invoices: inSitu \u2192 QuickBooks Online; configured invoice history\/open balances \u2192 inSitu<\/td><td>Map taxes, items and accounts; confirm approval rules and how accounting corrections return to the field.<\/td><\/tr><tr><th scope=\"row\">Payments<\/th><td>Eligible recorded payments: inSitu \u2192 QuickBooks Online<\/td><td>Confirm customer\/invoice allocation, payment method and accounting account. Recording a payment and processing a card charge are separate steps.<\/td><\/tr><tr><th scope=\"row\">Credit memos<\/th><td>Eligible credit memos: inSitu \u2192 QuickBooks Online; configured credit history \u2192 inSitu<\/td><td>Agree return approval and tax\/item mappings; confirm which historical credits are visible to reps.<\/td><\/tr><tr><th scope=\"row\">Customer-specific pricing<\/th><td>Managed in inSitu for the approved sales workflow<\/td><td>Confirm price-list ownership and rep access. Do not assume Desktop Price Levels are imported through the Online connector.<\/td><\/tr><\/tbody><\/table><\/div><div class=\"qbgeo-note\">The current inSitu Online connector sends eligible orders as Estimates when configured. QuickBooks Online also offers Sales Orders in certain product plans; that product feature does not establish support in this connector. <a href=\"https:\/\/quickbooks.intuit.com\/learn-support\/en-us\/help-article\/sales-orders\/create-manage-sales-orders-quickbooks-online\/L1K2AQ1Lx_US_en_US\" target=\"_blank\" rel=\"noopener\">See Intuit\u2019s Sales Orders guidance.<\/a><\/div><div class=\"qbgeo-cards\"><div class=\"qbgeo-card\"><h3>Setup and ownership<\/h3><p>Authorize the intended QuickBooks Online company with an authorized administrator, confirm the inSitu company and users, and map customers, items, taxes, accounts and payment methods. Enable only the document flows you need, including orders-as-estimates when applicable.<\/p><p>Agree who can edit each record and which system wins when values differ. Reconcile a small sample before expanding access.<\/p><\/div><div class=\"qbgeo-card\"><h3>Timing and sync checks<\/h3><p>QuickBooks Online synchronization depends on a valid connection, configured jobs, record eligibility and successful processing. An action on a mobile device is not proof that QuickBooks has accepted the transaction.<\/p><p>Confirm the expected schedule during onboarding. Check the resulting record and balance in both systems; this page does not promise an instant update or fixed interval.<\/p><\/div><\/div><h3>Bring these six checks to your demo<\/h3><ol><li><strong>Match one customer and item.<\/strong> Check tax, terms, units and price; confirm which system owns each field.<\/li><li><strong>Create one field order.<\/strong> Verify the exact QuickBooks document, line quantities, discounts and tax total.<\/li><li><strong>Complete the invoice and payment flow.<\/strong> Confirm invoice allocation, the payment account and the balance returned to the rep.<\/li><li><strong>Test a return.<\/strong> Check approval, credit memo and inventory treatment for your workflow.<\/li><li><strong>Work offline, then reconnect.<\/strong> Check what is available on the device and verify the final QuickBooks record after synchronization.<\/li><li><strong>Reconcile a failed sync.<\/strong> Agree who reviews errors and prove that retrying does not create a duplicate transaction.<\/li><\/ol><nav class=\"qbgeo-links\" aria-label=\"QuickBooks integration resources\"><a href=\"https:\/\/www.insitusales.com\/en\/integrations\/quickbooks-integration\/quickbooks-online\/\">QuickBooks Online scope<\/a><a href=\"https:\/\/www.insitusales.com\/en\/integrations\/quickbooks-integration\/enterprise\/\">Desktop Enterprise scope<\/a><a href=\"https:\/\/www.insitusales.com\/en\/best-apps-for-sales-reps-using-quickbooks-2025-guide-for-wholesalers-distributors\/#quickbooks-demo-checklist\">Wholesale app evaluation checklist<\/a><a href=\"https:\/\/www.insitusales.com\/en\/solutions\/field-sales-app\/dsd\/\">DSD and route sales workflow<\/a><a href=\"https:\/\/www.insitusales.com\/en\/pricing\/\">Plans and onboarding<\/a><\/nav><p class=\"qbgeo-date\">Integration scope reviewed September 6, 2026.<\/p><\/div><\/section><section class=\"qbo-fit qbo-section\"><div class=\"qbo-shell qbo-fit-grid\"><div><p class=\"qbo-eyebrow\">BUILT FOR DISTRIBUTION WORKFLOWS<\/p><h2>QuickBooks handles accounting. inSitu takes the workflow into the field.<\/h2><p>Generic connectors move rows. Distribution teams also need customer assignments, mobile order entry, route execution, inventory context, invoices, payments, returns, and delivery records.<\/p><a class=\"qbo-text-link\" href=\"https:\/\/www.insitusales.com\/en\/quickbooks-field-sales-wholesale\/\">EXPLORE ALL QUICKBOOKS FIELD SALES OPTIONS <svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/a><\/div><div class=\"qbo-fit-panels\"><article><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M15 10.5a3 3 0 1 1-6 0 3 3 0 0 1 6 0Z\"><\/path><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M19.5 10.5c0 7.142-7.5 11.25-7.5 11.25S4.5 17.642 4.5 10.5a7.5 7.5 0 1 1 15 0Z\"><\/path><\/svg>For the field<\/span><ul><li>Customer pricing and account history<\/li><li>Mobile order taking and invoicing<\/li><li>DSD routes and delivery activity<\/li><li>Inventory-aware selling<\/li><\/ul><\/article><article><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M13.5 21v-7.5a.75.75 0 0 1 .75-.75h3a.75.75 0 0 1 .75.75V21m-4.5 0H2.36m11.14 0H18m0 0h3.64m-1.39 0V9.349M3.75 21V9.349m0 0a3.001 3.001 0 0 0 3.75-.615A2.993 2.993 0 0 0 9.75 9.75c.896 0 1.7-.393 2.25-1.016a2.993 2.993 0 0 0 2.25 1.016c.896 0 1.7-.393 2.25-1.015a3.001 3.001 0 0 0 3.75.614m-16.5 0a3.004 3.004 0 0 1-.621-4.72l1.189-1.19A1.5 1.5 0 0 1 5.378 3h13.243a1.5 1.5 0 0 1 1.06.44l1.19 1.189a3 3 0 0 1-.621 4.72M6.75 18h3.75a.75.75 0 0 0 .75-.75V13.5a.75.75 0 0 0-.75-.75H6.75a.75.75 0 0 0-.75.75v3.75c0 .414.336.75.75.75Z\"><\/path><\/svg>For the back office<\/span><ul><li>Accounting continuity in QuickBooks Online<\/li><li>Estimates from inSitu orders, plus invoices, payments, and credits<\/li><li>Configured data ownership and mappings<\/li><li>Less re-keying between teams<\/li><\/ul><\/article><\/div><\/div><\/section><section class=\"qbo-faq qbo-section\"><div class=\"qbo-shell qbo-faq-grid\"><div><p class=\"qbo-eyebrow\">QUICKBOOKS &amp; INTUIT ENTERPRISE SUITE FAQ<\/p><h2>Practical questions before you connect.<\/h2><p>We confirm your Intuit product, data scope, entity and warehouse setup, user access, and document workflow before implementation.<\/p><\/div><div class=\"qbo-faq-list\"><details open=\"\"><summary>What does the QuickBooks Online integration do?<span>+<\/span><\/summary><p>inSitu Sales extends eligible QuickBooks Online customer, product, inventory, and transaction data into mobile field-sales, DSD, delivery, inventory, and B2B ordering workflows. Customer-specific pricing can be managed in inSitu Sales, while approved records synchronize according to your implementation and source-of-record rules.<\/p><\/details><details><summary>Can inSitu Sales be used for QuickBooks Online mobile invoicing?<span>+<\/span><\/summary><p>Yes. Authorized field reps can use inSitu Sales for QuickBooks Online mobile invoicing workflows without becoming QuickBooks users. They can create eligible invoices, review assigned open invoices, record configured payment methods, and synchronize approved transactions while access remains limited to the field data their role requires.<\/p><\/details><details><summary>Is the QuickBooks Online connection two-way?<span>+<\/span><\/summary><p>The overall integration supports data moving in both directions, but not every object or field is bidirectional. Confirm the object-specific directions, editable fields, ownership and sync timing during implementation.<\/p><\/details><details><summary>What information can synchronize?<span>+<\/span><\/summary><p>Depending on your plan and settings, the connector supports customer and item imports, eligible estimates, orders sent as Estimates, invoices, payments and credit memos. Direction and ownership differ by record; use the table on this page to confirm your scope. Customer-specific pricing can be managed in inSitu Sales.<\/p><\/details><details><summary>How are inSitu Sales orders sent to QuickBooks Online?<span>+<\/span><\/summary><p>When orders-as-estimates is enabled, the current inSitu connector sends eligible orders to QuickBooks Online as Estimates. Confirm who reviews and converts those documents. Sales Order features in the QuickBooks Online product do not imply that this connector creates native Sales Orders.<\/p><\/details><details><summary>Do field reps need QuickBooks Online user accounts?<span>+<\/span><\/summary><p>No. Field reps work in inSitu Sales and do not need individual QuickBooks Online user accounts. You control which assigned customers, products, prices, balances, invoices, warehouses, and routes they can access without exposing the rest of your company books.<\/p><\/details><details><summary>Is there an extra fee for the QuickBooks Online connection?<span>+<\/span><\/summary><p>No separate inSitu Sales connection fee or additional QuickBooks Online seat is required for each field rep. Your existing inSitu Sales and QuickBooks Online subscriptions still apply.<\/p><\/details><details><summary>Where can I find inSitu Sales in the QuickBooks App Store?<span>+<\/span><\/summary><p>inSitu Sales is available through its official QuickBooks App Store listing. Open the listing to review the app information and start the QuickBooks Online connection process.<\/p><\/details><details><summary>Does the integration support Intuit Enterprise Suite?<span>+<\/span><\/summary><p>Yes. The same inSitu Sales integration is compatible with Intuit Enterprise Suite, extending approved customer, item, inventory, estimate, invoice, payment, and credit workflows into mobile field sales and DSD. Exact objects, mappings, entities, and sync directions are confirmed during implementation.<\/p><\/details><details><summary>Can sales reps work without internet?<span>+<\/span><\/summary><p>Yes. Eligible field activity can be captured while the device is offline and synchronized after connectivity returns. What is available offline depends on the mobile workflow and the data assigned to that user.<\/p><\/details><details><summary>Can reps see open invoices and collect payments?<span>+<\/span><\/summary><p>Authorized users can review eligible open invoices and record customer payments through configured payment workflows. Available methods, processing, and how payments post to QuickBooks Online depend on your setup.<\/p><\/details><details><summary>Can inSitu Sales support multiple warehouses or locations?<span>+<\/span><\/summary><p>inSitu Sales can support inventory visibility across configured locations and warehouses. We review how inventory is represented in QuickBooks Online and any connected inventory system before defining the integration.<\/p><\/details><details><summary>Does inSitu Sales replace QuickBooks Online?<span>+<\/span><\/summary><p>No. QuickBooks Online remains the accounting system. inSitu Sales adds the mobile selling, route, inventory, delivery, and customer-ordering workflows that distribution teams run around those records.<\/p><\/details><details><summary>How do we confirm compatibility?<span>+<\/span><\/summary><p>Book a tailored demo and bring your QuickBooks Online edition, number of users, warehouse setup, document workflow, and required data objects. We will map the intended flow and flag any configuration requirements.<\/p><\/details><\/div><\/div><\/section><section class=\"qbo-final-cta\"><div class=\"qbo-shell\"><div><p class=\"qbo-eyebrow light\">MAP YOUR INTUIT WORKFLOW<\/p><h2>Ready to connect your field team?<\/h2><p>Bring your QuickBooks Online or Intuit Enterprise Suite setup, user count, entity and warehouse structure, and current order process. We\u2019ll focus the demo on the closest supported workflow.<\/p><\/div><div class=\"qbo-cta-row\"><a class=\"qbo-button light\" href=\"https:\/\/calendly.com\/d\/dz5z-2tj-b48\" target=\"_blank\" rel=\"noopener\">BOOK DEMO<\/a><a class=\"qbo-button outline-light\" href=\"https:\/\/app.insitusales.com\/inSituSignUp\/register\" target=\"_blank\" rel=\"noopener\">START FREE TRIAL<\/a><\/div><\/div><\/section>\n<\/main>\n<\/div>\n<script type=\"application\/ld+json\" id=\"quickbooks-online-integration-schema\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"SoftwareApplication\",\"@id\":\"https:\/\/www.insitusales.com\/en\/integrations\/quickbooks-integration\/quickbooks-online\/#software\",\"name\":\"inSitu Sales integration for QuickBooks Online and Intuit Enterprise Suite\",\"url\":\"https:\/\/www.insitusales.com\/en\/integrations\/quickbooks-integration\/quickbooks-online\/\",\"applicationCategory\":\"BusinessApplication\",\"applicationSubCategory\":\"Intuit accounting and ERP integration for wholesale distribution\",\"operatingSystem\":\"Web, iOS, Android\",\"sameAs\":[\"https:\/\/quickbooks.intuit.com\/app\/apps\/appdetails\/insitusales\/\"],\"installUrl\":\"https:\/\/quickbooks.intuit.com\/app\/apps\/appdetails\/insitusales\/\",\"description\":\"An integration for QuickBooks Online and Intuit Enterprise Suite that connects accounting records with mobile order taking, QuickBooks Online mobile invoicing, field sales, DSD, inventory, payments, returns, and B2B ordering workflows for distributors.\",\"softwareRequirements\":\"A supported QuickBooks Online or Intuit Enterprise Suite account and an approved inSitu Sales configuration\",\"brand\":{\"@type\":\"Brand\",\"name\":\"inSitu Sales\"},\"publisher\":{\"@type\":\"Organization\",\"name\":\"inSitu Sales\",\"url\":\"https:\/\/www.insitusales.com\/en\/\"},\"audience\":{\"@type\":\"BusinessAudience\",\"audienceType\":\"Wholesale distributors, DSD operators, route sales teams, field sales teams, and distribution finance teams\"},\"featureList\":[\"Two-way QuickBooks Online synchronization\",\"Intuit Enterprise Suite compatibility through the same inSitu Sales integration\",\"Mobile order taking online and offline\",\"QuickBooks Online mobile invoicing for field reps\",\"Customer-specific pricing managed in inSitu Sales\",\"Inventory visibility by configured location\",\"Orders sent to QuickBooks Online as Estimates\",\"Invoices and supported accounting transactions\",\"No QuickBooks Online user seats required for field reps\",\"No separate inSitu Sales connection fee\",\"Controlled access to assigned field data\",\"Open invoice visibility and payment workflows\",\"Returns and credit memos\",\"Field sales and direct store delivery workflows\"],\"potentialAction\":[{\"@type\":\"TryAction\",\"name\":\"Start a free trial\",\"target\":\"https:\/\/app.insitusales.com\/inSituSignUp\/register\"},{\"@type\":\"ScheduleAction\",\"name\":\"Book a tailored demo\",\"target\":\"https:\/\/calendly.com\/d\/dz5z-2tj-b48\"},{\"@type\":\"ViewAction\",\"name\":\"View in the QuickBooks App Store\",\"target\":\"https:\/\/quickbooks.intuit.com\/app\/apps\/appdetails\/insitusales\/\"},{\"@type\":\"ViewAction\",\"name\":\"Learn about Intuit Enterprise Suite\",\"target\":\"https:\/\/erp.intuit.com\/\"}]},{\"@type\":\"FAQPage\",\"@id\":\"https:\/\/www.insitusales.com\/en\/integrations\/quickbooks-integration\/quickbooks-online\/#faq\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What does the QuickBooks Online integration do?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"inSitu Sales extends eligible QuickBooks Online customer, product, inventory, and transaction data into mobile field-sales, DSD, delivery, inventory, and B2B ordering workflows. 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Eligible field activity can be captured while the device is offline and synchronized after connectivity returns. What is available offline depends on the mobile workflow and the data assigned to that user.\"}},{\"@type\":\"Question\",\"name\":\"Can reps see open invoices and collect payments?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Authorized users can review eligible open invoices and record customer payments through configured payment workflows. Available methods, processing, and how payments post to QuickBooks Online depend on your setup.\"}},{\"@type\":\"Question\",\"name\":\"Can inSitu Sales support multiple warehouses or locations?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"inSitu Sales can support inventory visibility across configured locations and warehouses. We review how inventory is represented in QuickBooks Online and any connected inventory system before defining the integration.\"}},{\"@type\":\"Question\",\"name\":\"Does inSitu Sales replace QuickBooks Online?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"No. QuickBooks Online remains the accounting system. inSitu Sales adds the mobile selling, route, inventory, delivery, and customer-ordering workflows that distribution teams run around those records.\"}},{\"@type\":\"Question\",\"name\":\"How do we confirm compatibility?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Book a tailored demo and bring your QuickBooks Online edition, number of users, warehouse setup, document workflow, and required data objects. We will map the intended flow and flag any configuration requirements.\"}}]}]}<\/script>\n\n","protected":false},"excerpt":{"rendered":"<p>QUICKBOOKS ONLINE &amp; INTUIT ENTERPRISE SUITE INTEGRATIONQuickBooks Online and Intuit Enterprise Suite\u2014connected to your field team.Use the same inSitu Sales integration for QuickBooks Online or Intuit Enterprise Suite\u2014bringing mobile order taking, DSD routes, inventory-aware selling, invoicing, and payment collection into one connected workflow.BOOK DEMOSTART FREE TRIALAVAILABLE IN THEQuickBooks App StoreWorks online and offlineCapture eligible field&nbsp;&hellip;<\/p>\n","protected":false},"author":1,"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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/comments?post=10131"}],"version-history":[{"count":10,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/10131\/revisions"}],"predecessor-version":[{"id":16301,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/10131\/revisions\/16301"}],"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}]}}