How To Use QuickBooks Bundles In inSitu

Step 1: Create your bundle on QuickBooks with the necessary products added. Ensure it appears with other products as a Bundle type. 

Step 2: Go to the Integration dropdown and select QuickBooks from the list.

Step 3: For our example, we are using QuickBooks Online, so make sure that is selected in the first box, then click on the green button labeled Connect To QuickBooks. 

Step 4: Now when directed back to the page, the righthand side with the Sync menu should show Connected, and provide the option to Sync Now.

Remember to switch the sync options shown to On before proceeding. You can now press the Sync Now button to move the bundle over. This process might require a brief wait, so please give the integration time to load.

Step 5: Confirm that Items is marked Successful.

Step 6:  Go to the Products tab from the menu on the left, and find your new Bundle product, and confirm that all products included are listed correctly. 

Pricing for the Bundle should generate automatically based on the products and quantity entered.