Give your outside sales team a mobile app to check stock and write orders anywhere - even completely offline. Orders your reps take in the field flow automatically into QuickBooks Online - no re-keying, no delays.
Onsight helps outside sales teams capture orders quickly and accurately while visiting customers, attending trade shows, or working on the road. Sales reps can view customer information, browse a digital product catalogue, create estimates and place sales orders directly from their mobile device.
The app works offline, so reps can keep selling even when they have no internet connection. Once they are back online, orders are automatically synced and sent to QuickBooks Online, ready for invoicing. It is the ultimate sales order app for modern, mobile distribution teams.
When Onsight and QuickBooks are connected, your sales team can take orders in the field while those orders are instantly and automatically pushed into QuickBooks. This reduces duplicate data entry and speeds up order processing.
Create estimates and sales orders directly from a native mobile sales app on any iOS or Android device.
Work offline when there is no cellular signal or Wi-Fi. Orders queue and sync to QuickBooks automatically when connectivity returns.
Field orders flow into QuickBooks automatically — your accounts team approves and sends without re-keying a single line.
Use QuickBooks as the single source of truth for customers, products and pricing. Changes sync to Onsight automatically.
Keep product names, prices, customer details and stock levels in Onsight current with what is in QuickBooks.
Remove the manual handoff between field sales and accounts. Less re-keying means fewer mistakes and faster order cycles.
Give sales reps a rich digital catalogue with product images and descriptions — far more effective than a printed price list.
From setup to invoicing, the entire workflow runs in just four steps.
Step 1
Authorise the connection between your Onsight account and QuickBooks Online in just a few clicks.
Step 2
Your product catalogue, customer details, pricing and tax codes automatically sync to Onsight.
Step 3
Your sales reps use the mobile app to show products and write orders anywhere — online or offline.
Step 4
Completed orders sync to QuickBooks as estimates or invoices, ready for your accounting team to approve and send.
Sales does not always happen in places with reliable internet. Whether your reps are deep in a warehouse, visiting rural customers, or working a busy trade show floor, connectivity drops. Onsight functions perfectly as an offline order taking app, allowing reps to continue creating orders without missing a beat. They can access customer details, view products, add items to an order, and capture the sale on the spot.
When the device reconnects, Onsight automatically handles the data heavy lifting behind the scenes. Sales orders start flowing into the Onsight backend and then into QuickBooks, helping your business drastically shorten the time it takes to move from order capture to invoicing. For a step-by-step breakdown of this workflow, read our complete guide on how to send orders to QuickBooks while offline.
Already using QuickBooks Online to run your business? Start a free 30-day trial of Onsight today and activate the QuickBooks connector immediately after signing up. Instantly pull down your existing customer and product records, giving your field team a powerful mobile order entry tool.
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Onsight connects to QuickBooks Online Essentials, QuickBooks Online Plus, and QuickBooks Online Advanced. We do not support QuickBooks Desktop or QuickBooks Enterprise.
Yes. Onsight has a native integration with QuickBooks Online. Your sales reps can create estimates and orders in the Onsight mobile app, and that data is automatically pushed into QuickBooks — no manual re-entry required.
Yes. Onsight is built with an offline-first architecture. Sales reps can view cached customer details, browse the product catalogue, and log complete orders without an internet or cellular connection. The app securely queues the data and syncs automatically the moment the device reconnects to the internet.
Yes. Orders placed in Onsight sync into QuickBooks automatically — no re-keying required. Your accounting team can then review, adjust and convert the records without ever touching the original order data.
By default, sales orders from Onsight arrive in QuickBooks as Estimates in the 'Accepted' state, ready to be converted into invoices. Quotes from Onsight arrive as Estimates in the 'Pending' state, so they can be reviewed and approved before any commitment is made. Using estimates means changes can be made in QuickBooks without affecting your stock levels or GL accounts — until you are ready to convert to an invoice. Both behaviours can be reconfigured if you prefer orders or quotes to arrive differently.
Yes. Onsight is specifically built for outside sales reps, field agents, trade show exhibitors, and route distributors who need mobile access to customer accounts, high-res digital product catalogues, live estimate building, and rapid order entry.
Yes. You do not need to maintain two separate systems. QuickBooks remains your central source of truth for customer accounts, item codes, pricing and stock on hand. Any updates you make inside QuickBooks automatically sync over to Onsight. Onsight-specific fields — categories, and custom fields — are managed in Onsight and are never overwritten by a QuickBooks sync.
Sign up for an Onsight account and email [email protected] to request activation of the QuickBooks connector. You will receive a link to authorise the connection between Onsight and your QuickBooks Online company. Once authorised, your products, customers, pricing and tax codes will begin syncing automatically.
Data flows in both directions. From QuickBooks into Onsight: products, pricing, stock levels, customer details, and tax codes. From Onsight back into QuickBooks: new customers created in the field, sales orders, and quotes.
Yes. Stock on hand from QuickBooks syncs automatically to Onsight, so reps can see current availability when placing orders. Stock counts update in QuickBooks when an invoice is approved, and that updated figure then syncs back into Onsight — completing the loop between field sales and your accounting system.
Yes. Accounts receivable outstanding balances can be pulled from QuickBooks and displayed in the Onsight app so reps can see what a customer owes before they write a new order. You can even have those balances printed on the order PDF that gets emailed to the customer.
Yes. When an item's stock drops to zero in QuickBooks, Onsight can automatically hide it from the sales app so reps cannot order it. When stock is replenished in QuickBooks, the product reappears automatically. Alternatively, rather than hiding it completely, Onsight can add an 'Out of Stock' label to the product name so reps know not to promise it but can still see it exists.
Yes. If you have different customer types configured in QuickBooks — for example, retail and wholesale — the integration can be set up to sync only specific types to Onsight. That way your reps only see the accounts that are relevant to them.
Yes. Beyond the standard sync, a wide range of customisations are available: customer account balance display, automatic out-of-stock hiding, selective customer type syncing, line item sort order for warehouse packing, sales rep name on printed invoices, and custom field mapping between the two systems. Contact us to discuss your specific requirements.
Already using QuickBooks Online? Tell us about your business and we'll show you how Onsight connects to your QuickBooks account.