How to set up and use the Onsight app

Our mobile apps and admin console are user-friendly and pretty easy to use. To help you even further we've provided a step-by-step user guide covering all the actions needed to get you up and running. If there's anything you can't find here, please send an email to support@onsightapp.com. If you would prefer that we set up your account for you, please contact us for a quote.

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Managing your Catalogue

How to create and edit your product catalogue.

  1. How do I upload my product catalogue? Read More >>
  2. How do I add and update products? Read More >>
  3. How do I delete a product? Read More >>
  4. How do I link products together? Read More >>
  5. How do I manage the order of products? Read More >>
  6. How do I bulk upload my products? Read More >>
  7. How do I bulk upload my images? Read More >>
  8. How do I bulk upload my prices? Read More >>
  9. How do I bulk upload my stock levels? Read More >>
  10. How do I show icons for a product? Read More >>
  11. How do I save a copy of a product? Read More >>
  12. How do I make a product inactive? Read More >>
  13. How do I add and update product icons? Read More >>
  14. What are master products and variants? Read More >>
  15. How do I add and update master products? Read More >>
  16. How do I add and update product variants? Read More >>
  17. How do I search for products in the admin console? Read More >>
  18. How do I add and update product categories? Read More >>
  19. How do I add a product to multiple categories? Read More >>
  20. How do I delete a product category? Read More >>
  21. How do I add and update packs? Read More >>
  22. How do I link packs together? Read More >>
  23. How do I add and update pack categories? Read More >>
  24. How do I bulk upload packs? Read More >>
  25. What are product specs? Read More >>
  26. How do I create custom fields for products? Read More >>
  27. How do I set a minimum and maximum order quantity for a product? Read More >>
  28. How do I hide prices inside the app? Read More >>
  29. How do I generate a PDF catalogue? Read More >>
  30. How do I download a PDF catalogue for a specific customer? Read More >>

Connecting to other systems

How to connect Onsight to your ERP / accounting system

  1. How do I connect to QuickBooks? Read More >>
  2. Which versions of QuickBooks does Onsight support? Read More >>
  3. How do I sync my orders and quotes to QuickBooks? Read More >>
  4. How do I approve a quote that has been made via Onsight in QuickBooks? Read More >>
  5. How do I display my QuickBooks orders and quotes as tax inclusive? Read More >>
  6. How do I use QuickBooks’ reference numbers in Onsight? Read More >>
  7. Where should product categories be updated? QuickBooks or Onsight? Read More >>
  8. How do I add a product in QuickBooks? Read More >>
  9. How do I delete a product in QuickBooks? Read More >>
  10. What is the difference between ‘Inventory’ and ‘Non-Inventory’ products in QuickBooks? Read More >>
  11. How are QuickBooks’ inventory bundles handled in Onsight? Read More >>
  12. Where should customer fields be updated? QuickBooks or Onsight? Read More >>
  13. How do I add a customer in QuickBooks? Read More >>
  14. How do I sync customers created in Onsight to QuickBooks? Read More >>
  15. How do I import my QuickBooks customer balances? Read More >>
  16. How do I connect to Xero? Read More >>
  17. How do I add my Xero users to Onsight? Read More >>
  18. Why are products displaying that are inactive in Xero? Read More >>
  19. How do I sync customers created in Onsight to Xero? Read More >>
  20. How do I import my Xero customer balances? Read More >>
  21. How do I use Xero’s reference numbers in Onsight? Read More >>
  22. How do I connect to MYOB? Read More >>
  23. Which versions of MYOB does Onsight support? Read More >>
  24. How do I import my MYOB customer balances? Read More >>
  25. How do I use MYOB’s reference numbers in Onsight? Read More >>
  26. How do I send my order amounts as tax inclusive into MYOB Read More >>
  27. How do I see when last Onsight synced with my accounting system? Read More >>
  28. How can I view the connection status of my integration? Read More >>