{"id":7598,"date":"2020-03-21T01:07:08","date_gmt":"2020-03-21T01:07:08","guid":{"rendered":"https:\/\/www.insitusales.com\/?page_id=7598"},"modified":"2024-07-17T19:57:21","modified_gmt":"2024-07-17T19:57:21","slug":"quickbooks-integration","status":"publish","type":"page","link":"https:\/\/www.insitusales.com\/en\/integrations\/quickbooks-integration\/","title":{"rendered":"QuickBooks integration"},"content":{"rendered":"\r\n
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Integrates With QuickBooks\u00ae Online<\/a> & QuickBooks\u00ae Desktop<\/a><\/h5>\r\n

QuickBooks\u00ae Integration For inSitu Sales Software<\/h1>\r\n

Our QuickBooks\u00ae integration with two-way sync guarantees that your sales reps can only use mobile invoicing<\/a> and take mobile orders<\/a> on our apps with the information you sync it to. The sync updates in real-time, so any changes to QuickBooks\u00ae on your end can be reflected on the app whenever online connection is established.

Whether its reps or drivers using our field sales app<\/a>, or online purchasing through our B2B eCommerce<\/a>, efficiency is guaranteed. Visit our pages on QuickBooks\u00ae Online<\/a> and QuickBooks\u00ae Desktop<\/a> for more information.<\/p>\r\nStart 14 Day Free Trial<\/a>Book Free Demo<\/a><\/div>\r\n

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TWO-WAY SYNC<\/h4>\r\n

Sync your customers, orders, invoices, estimates, and credit memos. Data flows quickly and easily both ways between inSitu Sales & QuickBooks.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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MANAGE INVENTORY<\/h4>\r\n

inSitu Sales pulls your live inventory from QuickBooks. Sales reps can be confident they\u2019re making a sale of product that\u2019s actually on hand.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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QUICK SETUP<\/h4>\r\n

Super-simple setup. For QuickBooks Desktop, just download a file. For QuickBooks Online, simply log in. Deployment is as simple as that.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n\r\n

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B2B eCommerce For QuickBooks<\/h2>\r\n

Our B2B eCommerce portal supports full QuickBooks\u00ae integration for easy creation of dynamic digital catalogs and customer lists for inventory and pricing.

Two way sync allows you to manage your sales portal in the same way you\u2019d use our app, creating the ideal omnichannel sales resource your reps can use with no training!<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Interactive & Dynamic Digital Product Catalog<\/h5>\r\n

Manage a digital product catalog that changes to fit your customers as needed. Assign different versions of your catalog to customers to gain an edge on market sales trends and industry niches with specific needs, or better match product focuses to geographic purchasing interests.<\/p>\r\n<\/div>\r\n

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Segment Discounts, Pricing, & Products<\/h5>\r\n

Use Price List rules to offer unique purchase incentives only visible to customers selected. Set up automation to offer discount promos to reward a customer when sales reach a set threshold, or create distinct customer tiers with set discounts.<\/p>\r\n<\/div>\r\n

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Take Digital Payments Or Sell With Credit<\/h5>\r\n

Integrated payment gateways allow secure and convenient transactions with Stripe and Authorize.net. Users can also allow customers to shop on credit for future invoicing.<\/p>\r\n<\/div>\r\n

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Build A Whitelabel App For Customers<\/h5>\r\n

Allow customers to download your B2B eCommerce portal directly as a custom app from the Google Play Store, or the App Store. Enable SMS Notifications and barcode scanning to drive recurring sales.<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Easy Integration With Our Software<\/span><\/h6>\r\n

Two Way Sync For QuickBooks<\/span>\u00ae<\/h2>\r\n

All versions of QuickBooks Online are supported, with select support for two-way data sync. Most data will auto-import from QuickBooks to inSitu Sales, ensuring you only need to make changes in one place.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n

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Why Choose inSitu Sales?<\/h2>\r\n

Our powerful field sales automation software can streamline your business operations.\u00a0<\/p>\r\n<\/div>\r\n<\/div>\r\n

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CAPABILITIES<\/h5>\r\n