QuickBooks is your master database for all product information. This includes the Quantity on Hand number.
The Quantity on Hand number will automatically sync from QuickBooks to Onsight and will show in Onsight for all your products.
When an order is created in Onsight, it gets sent to QuickBooks as one of these three types of documents:
as estimates in an ‘Accepted’ state (this is the default);
as estimates in a ‘Pending’ state;
The Quantity on Hand field in QuickBooks is only reduced when a QuickBooks invoice is created. A QuickBooks estimate does not reduce the QuickBooks Quantity on Hand value.
If you are working with estimates, once you convert the estimate to an invoice, the Quantity on Hand will reduce in QuickBooks. This new value will then sync to Onsight.
If you are working with invoices, you don’t have to do anything special. The Quantity on Hand will reduce automatically. This new value will then sync to Onsight.
Now, your Onsight app will show the latest stock numbers from QuickBooks. This completes the circular flow of stock information between Onsight and QuickBooks.