Introduction
By connecting Quickbooks Desktop with your Super Dispatch dashboard, invoices generated after loads are delivered are automatically sent to your QuickBooks chart of accounts. The way this works is that every time an invoice is generated and sent from the Dashboard, the same invoice is created in Quickbooks Desktop.
Video
Connection QuickBooks Desktop
Below, we will walk you through how to connect Quickbooks Desktop to Carrier TMS.
Step 1: Log In
Log Into Carrier TMS
Step 2: Profile Icon
Click Profile Icon.
Step 3: Settings
Click Settings.
Step 4: QuickBooks Integration
Click QuickBooks Integration.
Step 5: Connect to your QuickBooks Account
Click Show How To Connect
Step 6: Run Quick Books
Run your QuickBooks Desktop application.
If you have multiple companies, open the QuickBooks Desktop company file that you want to integrate with Super Dispatch.
Note: If you want to switch companies:
Select File → Open Previous Company
From the list, select the company you want to switch to.
Step 7: DownLoad QWC
Download and open the QuickBooks Web Connector (QWC) file.
Note: The QWC file allows us to connect your Super Dispatch account with your QuickBooks Desktop account.
Step 8: Security Window
In the security window click OK.
Step 9: Next Security Window
Select Yes, whenever this QuickBooks company file is open.
This will give access to transfer your data from Super Dispatch to QuickBooks company file and keep them in sync whenever your company file is open.
Click Continue
Step 5: Access Confirmation
Click Done.
Step 6: Password
Enter the 4 digit password 6343
Hit enter on your keyboard.
Choose to save the password when prompted.
Step 7: Check Box
Check the box to the left of the Super Dispatch application
Click Update Selected.
Step 8: Send Updates
Click the checkbox under Auto-Run.
Enter a number of minutes for automatic updates under Every-Min field.
For example: If you enter 10, Web Connector will be connecting to Super Dispatch every 10 minutes.
Need Help?
Should you have any further questions or need additional assistance, please feel free to contact our support team at any time. You can reach us via email at [email protected], or simply click on the chat icon in the bottom right-hand corner of your screen to start a conversation with us. We’re here to help and look forward to assisting you!