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Welcome to Super Dispatch Help Center

Sending Invoices to QuickBooks Online from Super Dispatch

Table of Contents

    Introduction

    Once you’ve integrated QuickBooks Online with your Super Dispatch dashboard, you can seamlessly send invoices directly to your QuickBooks account with just one click! This ensures that your accounting records are always up to date, saving you time and effort.

    How to Send Invoices to QuickBooks Online

    Below, we’ll walk you through how to send invoices from Super Dispatch to QuickBooks Online.

    Step 1: Log In to Your Dashboard

    • Log in to Carrier TMS using your credentials.

    Step 2: Find the Order

    • Locate the order that contains the invoice you want to send to QuickBooks.

    Step 3: Access Invoice Options

    • Click the Options button next to the order (if in any status other than delivered,) then select Send Invoice.

    • If in "Delivered" status you can just click "Send Invoice."

     

    Step 4: Select QuickBooks Online

    • Check the QuickBooks Online box to indicate where you want to send the invoice.

    Step 5: Send the Invoice

    • Click the Send Invoice button to finalize the process.

    Step 6: Confirmation

    • Once sent, the invoice will be successfully transferred to your QuickBooks Online account.

    Common Errors and Solutions

    If you encounter error messages when sending invoices to QuickBooks Online, don’t worry! Below, we’ll explain what each error means and how to resolve it.

    Error 1: “No Service Item is selected”

    What it Means:

    • This error indicates that no Service Item was selected when integrating QuickBooks Online with Super Dispatch.

    Solution:

    • Navigate to QuickBooks (next to Settings in the dashboard).
    • Click on Manage Integration.
    • Select a Service Item and save your changes.

    Error 2: “COMPANY NAME not found. Please go to QB Online and create customer with this name and try to send the invoice.”

     

    What it Means:

    • The customer associated with the order doesn’t exist in your QuickBooks Online account.

    Solution:

    • Open your QuickBooks Online account.
    • Add the customer to QuickBooks.
    • Follow this guide for step-by-step instructions.

    Error 3: “No Price”

    What it Means:

    • The order does not have a price entered, so it cannot generate an invoice.

    Solution:

    • Click Edit Order in Super Dispatch.
    • Enter the price in the appropriate field.
    • Save your changes and try sending the invoice again.

    Error 4: “No Invoice #”

    What it Means:

    • The order does not have an invoice number.

    Solution:

    • Click Edit Order in Super Dispatch.
    • Manually add an invoice number in the Invoice ID field.
    • Save your changes.
    • Alternatively, set up automatic invoice number generation in the Settings section.

    Error 5: “No Customer/Shipper Information”

    What it Means:

    The order is missing customer or shipper information.

     

    Solution:

    • Click Edit Order in Super Dispatch.
    • Add the missing customer/shipper information.
    • Save your changes and resend the invoice.

    Sending Invoices to Multiple Destinations

    If you wish to send an invoice via email or to QuickBooks Online, you can select multiple options before clicking the Send button. This allows for flexible and efficient invoice distribution.

    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 support@superdispatch.com, 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!