{"id":10212,"date":"2021-05-27T20:46:37","date_gmt":"2021-05-27T20:46:37","guid":{"rendered":"https:\/\/www.insitusales.com\/?page_id=10212"},"modified":"2025-04-04T21:25:42","modified_gmt":"2025-04-04T21:25:42","slug":"enterprise","status":"publish","type":"page","link":"https:\/\/www.insitusales.com\/en\/integrations\/quickbooks-integration\/enterprise\/","title":{"rendered":"QuickBooks\u00ae Enterprise Integration"},"content":{"rendered":"<!-- wp:extendstudio\/materialis-->\r\n<div data-label=\"Content\" data-id=\"content--1\" data-export-id=\"content-8-materialis\" data-category=\"content\" class=\"content-8m content-section-spacing-large content-section dark-text\" id=\"content-1\" style=\"background-color: #ffffff;\">\r\n<div class=\"gridContainer\">\r\n<div class=\"row middle-sm\">\r\n<div class=\"col-md-5 col-xs-12 col-sm-6 space-bottom-xs\" data-type=\"column\">\r\n<h6 class=\"upper\">Access QB Enterprise Data from your mobile device<\/h6>\r\n<h1 class=\"\">QuickBooks\u00ae Enterprise Integration For Distributors<\/h1>\r\n<p class=\"space-top\">Easily integrate your QuickBooks\u00ae Enterprise data with a leading sales software designed for wholesale distributors and scale your order management process.\u00a0<br \/><br \/>Just download our QuickBooks Web Connector (QWC), choose the data you\u2019d like visible for each rep, and import your segments over.<\/p>\r\n<a class=\"button null big color1 mdc-ripple-upgraded\" href=\"https:\/\/app.insitusales.com\/inSituSignUp\/register\" target=\"_self\" data-cp-link=\"1\" data-icon=\"\" rel=\"noopener\">FREE 14 DAY TRIAL<\/a><a class=\"button null big color2 mdc-ripple-upgraded\" href=\"https:\/\/calendly.com\/insitu-sales\/demo-tour-of-insitu-sales\" target=\"_blank\" data-cp-link=\"1\" data-icon=\"\" rel=\"noopener\">BOOK DEMO<\/a><a class=\"button null mdc-ripple-upgraded big color1 outline\" href=\"https:\/\/insitusales.zendesk.com\/hc\/en-us\/articles\/115001961303-How-to-sign-up-and-connect-inSitu-Sales-with-QuickBooks-Desktop\" target=\"_self\" data-cp-link=\"1\" data-icon=\"\" rel=\"noopener\">Walkthrough Guide<\/a><\/div>\r\n<div class=\"col-md-6 col-md-offset-1 col-xs-12 col-sm-6\"><img decoding=\"async\" class=\"rounded mdc-elevation--z0\" src=\"https:\/\/www.insitusales.com\/wp-content\/uploads\/quickbooks-desktop-integration-1.png\" alt=\"\" title=\"\"><\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<!-- \/wp:extendstudio\/materialis-->\r\n\r\n<!-- wp:extendstudio\/materialis-->\r\n<div data-label=\"Content\" data-id=\"content--2\" data-export-id=\"content-5-materialis\" data-category=\"content\" class=\"content-5m content-section-spacing-large content-section dark-text\" id=\"content-2\" style=\"background-color: #f5fafd;\">\r\n<div class=\"gridContainer\">\r\n<div class=\"row\">\r\n<div class=\"col-xs-12 col-sm-8 col-sm-offset-2 space-bottom text-center col-padding-small-xs\" data-type=\"column\"><img decoding=\"async\" class=\"mdc-elevation--z13 rounded\" src=\"https:\/\/www.insitusales.com\/wp-content\/uploads\/2021\/05\/cropped-insitu-sales-quickbooks-webconnector-e1622152236227.png\" alt=\"\" title=\"\"><\/div>\r\n<div class=\"col-xs-12 text-center large\" data-type=\"column\">\r\n<h2 class=\"space-bottom\">Starting The QuickBooks\u00ae Enterprise Installation Wizard<\/h2>\r\n<p class=\"lead\">Once logged in, open our downloadable file to begin your installation wizard. All that is required at this stage is allowing our software permissions to access and modify your QuickBooks data (our software can only modify changes made to customers, received payments, and orders\/invoices\/estimates), and to be able to sync even when QuickBooks isn\u2019t open.\u00a0<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<!-- \/wp:extendstudio\/materialis-->\r\n\r\n<!-- wp:extendstudio\/materialis-->\r\n<div data-label=\"Content\" data-id=\"content--3\" data-export-id=\"content-15-materialis\" data-category=\"content\" class=\"content-15m content-section content-section-spacing-large dark-text\" id=\"content-3\" style=\"background-color: #ffffff;\">\r\n<div class=\"gridContainer\">\r\n<div class=\"row middle-sm\">\r\n<div class=\"col-md-6 col-xs-12 col-sm-6 content-left-sm\" data-type=\"column\">\r\n<div class=\"row\">\r\n<div class=\"col-xs-12\" data-type=\"column\">\r\n<h2 class=\"space-bottom\">Information After Data Sync<\/h2>\r\n<p class=\"\">Your data sync is fully automated, and should begin after QuickBooks\u00ae Enterprise integration has finished. If any fields are unable to connect, please doublecheck that your QuickBooks\u00ae has existing values for it recorded.<\/p>\r\n<\/div>\r\n<\/div>\r\n<div class=\"row space-top spaced-cols\" data-type=\"row\" data-max-items=\"3\">\r\n<div class=\"col-md-6 col-sm-6 col-xs-12\" data-type=\"column\">\r\n<h5 class=\"\">Account History<\/h5>\r\n<p class=\"\">Our software syncs all history regarding invoices, credit memos, estimates, and sales orders. Open invoices will be tracked with reminders right away.<\/p>\r\n<\/div>\r\n<div class=\"col-md-6 col-sm-6 col-xs-12\" data-type=\"column\">\r\n<h5 class=\"\">Sales Reps<\/h5>\r\n<p class=\"\">Values defined for sales reps will determine the interface and access each has when using our software for sales orders.<\/p>\r\n<\/div>\r\n<div class=\"col-md-6 col-sm-6 col-xs-12\" data-type=\"column\">\r\n<h5 class=\"\">Units Of Measure<\/h5>\r\n<p class=\"\">We support any existing values for units of measure, and the info will be reflected on any invoices, digital catalogs, and sales portals.\u00a0<\/p>\r\n<\/div>\r\n<div class=\"col-md-6 col-sm-6 col-xs-12\" data-type=\"column\">\r\n<h5 class=\"\">Warehouses<\/h5>\r\n<p class=\"\">Establish multiple warehouses with unique inventory along your sales reps routes for better inventory tracking and order management.\u00a0<\/p>\r\n<\/div>\r\n<\/div>\r\n<div class=\"row\">\r\n<div class=\"col-xs-12\" data-type=\"column\"><\/div>\r\n<\/div>\r\n<\/div>\r\n<div class=\"col-md-6 col-xs-12 col-sm-6\"><img decoding=\"async\" class=\"rounded mdc-elevation--z2\" src=\"https:\/\/www.insitusales.com\/wp-content\/uploads\/2021\/05\/cropped-cropped-quickbooks-connection-sync.png\" alt=\"\" title=\"\"><\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<!-- \/wp:extendstudio\/materialis-->","protected":false},"excerpt":{"rendered":"<p>Access QB Enterprise Data from your mobile device QuickBooks\u00ae Enterprise Integration For Distributors Easily integrate your QuickBooks\u00ae Enterprise data with a leading sales software designed for wholesale distributors and scale your order management process.\u00a0Just download our QuickBooks Web Connector (QWC), choose the data you\u2019d like visible for each rep, and import your segments over. FREE&nbsp;&hellip;<\/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-10212","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/10212","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=10212"}],"version-history":[{"count":10,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/10212\/revisions"}],"predecessor-version":[{"id":14791,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/10212\/revisions\/14791"}],"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=10212"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}