Integrates With QuickBooks® Online & QuickBooks® Desktop
QuickBooks® Integration For inSitu Sales Software
Connect QuickBooks accounting with mobile order taking, invoicing and B2B ordering in inSitu Sales. Give each rep access to the assigned field data they need. Record directions, document types and update timing depend on your QuickBooks edition and approved configuration. Start with the edition comparison and verify your workflow before launch.
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INTEGRATION SCOPE · REVIEWED SEPTEMBER 6, 2026
Choose your QuickBooks edition first.
QuickBooks Online
Connect an authorized Online company. Import eligible accounting data and send configured field transactions. The current inSitu connector sends orders as Estimates when enabled.
See Online records, directions and setupQuickBooks Desktop Enterprise
Connect the company file through QuickBooks Web Connector. Supported workflows include native Sales Orders and configured inventory operations; confirm your edition, version and inventory features.
See Desktop records, directions and setupTwo-way integration does not mean every field moves both ways. Define record ownership and sync timing, and verify the final accounting document during your trial.
TWO-WAY SYNC
Connect customers and eligible sales transactions. Direction depends on the record and edition: the current Online connector sends configured orders as Estimates; the Desktop connector supports native Sales Orders.
MANAGE INVENTORY
Give reps access to inventory from the latest successful sync. Confirm stock scope, warehouse mapping and how pending orders affect availability before promising a quantity to a customer.
QUICK SETUP
Authorize the Online company or configure Desktop Web Connector, then confirm mappings, access and sync timing. Test representative customer, order, invoice and payment records before launch.
B2B eCommerce For QuickBooks
Our B2B eCommerce portal uses approved QuickBooks customer and product data alongside your configured catalogs and price lists.
Agree how submitted B2B orders are approved and sent to QuickBooks, then train your team on account access, pricing and order status.
Interactive & Dynamic Digital Product Catalog
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.
Segment Discounts, Pricing, & Products
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.
Take Digital Payments Or Sell With Credit
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.
Build A Whitelabel App For Customers
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.
Easy Integration With Our Software
Two Way Sync For QuickBooks®
Confirm your QuickBooks product, country edition, plan and enabled features before implementation. Define the source of truth for each record and review the edition-specific sync scope below.
Why Choose inSitu Sales?
Our powerful field sales automation software can streamline your business operations.
CAPABILITIES
- Official QuickBooks partner, with native integrations
- Native iOS and Android apps
- Offline data capture
- B2B eCommerce in the cloud for data security
BENEFITS
- Supercharges your sales team
- Reduces manual sales reconciliation work
- Take payments anywhere, getting cash in your business sooner
- Consistent buying experience for your clients
Take Your Catalog Anywhere
Field sales reps have access to your inventory and product information from the latest successful sync. We can even help you manage multi-warehouse inventory. Give your reps the data they need to close sales quickly with one click.
QUICKBOOKS SALES DONE QUICKLY
Create QuickBooks Field Sales Orders From Anywhere
Mobile merchandising is easy when you only need to manage your catalog in one place. Updates sync from QuickBooks to inSitu Sales and our B2B eCommerce storefront solution. Send new products and changes directly to your app and custom-branded web store.
Plus, when you link with Stripe or Authorize.Net, your sales team can even take credit card payments on the go – and eligible recorded payments can sync to QuickBooks using the configured accounting mappings.
Get Started Through Intuit
Our app is available on the Intuit app store for both QuickBooks Online and QuickBooks Desktop.
QuickBooks Online
Get StartedQuickBooks Desktop
Get StartedTestimonials
Don’t take our word for it – here’s what our clients say:
If you’ve been searching for as long as I have to find a cost effective yet progressive solution to your CRM requirements look no more because inSitu combined with QB’s is it, in fact its better than it!!
We recently changed to Quickbooks InSitu and this combination was the winning one in terms of optimum app communication and seamless sync.
We really like Insitu. They listen, constantly improving. The most important part about this kind of software is support. They are always there when we need them. Insitu wins. Hands down!