How to get the free trial and connect inSitu Sales with QuickBooks® Online

Sign up for inSitu Sales (if you did this already, please go to step 4).

1. Go to www.insitusales.com and click on Free trial

2. Select the version you would like to try, all the versions are the same, but the initial flow might be a bit different.  Select QuickBooks® Online.

3. Fill out the sign-up form

Connect inSitu Sales with your QuickBooks® Online

4. Once logged in you will be looking at the Integrations->QuickBooks® menu.  Please select the QuickBooks® version Online and click Save Settings.

5. After selecting Online Version, click on " Connect to QuickBooks®.

6. On this screen just fill in the required fields. After placing the credentials we will continue to sync all of your data over to InSitu.