Introduction
Connecting QuickBooks Online to Carrier TMS syncs your invoices automatically. Every time you create and send an invoice in Carrier TMS, the same invoice is created in QuickBooks Online. When the load is marked Paid in Carrier TMS, the invoice in QuickBooks Online is updated too, so you don't have to enter invoices by hand.
Video: Integrating QuickBooks Online With Carrier TMS
This video walks through connecting QuickBooks Online to Carrier TMS. Every step is also written out below.
How to Connect QuickBooks Online
Step 1: Log In to Carrier TMS
- Log in to Carrier TMS.
Step 2: Open Settings
- Click the profile icon with your company name in the bottom-left corner.
- Select Settings.
Step 3: Open QuickBooks Integration
- In the Settings menu, click Quickbooks Integration.
Step 4: Click Connect to QuickBooks
- Under QuickBooks Online, click Connect to QuickBooks. You'll be sent to Intuit to sign in.
Step 5: Sign In to QuickBooks
- Sign in with your Intuit (QuickBooks) account.
Step 6: Authorize the Connection
- On the Connecting Super Dispatch screen, click Connect.
Step 7: Select a Service Item
- Back in Carrier TMS, QuickBooks Online now shows Connected.
- Open the Service Item dropdown and choose the QuickBooks item your invoices should sync to (for example, Car Hauling).
- To have QuickBooks create a customer when one doesn't exist yet, check Automatically create customers inside QuickBooks Online.
Step 8: Import Contacts (Optional)
- To bring your QuickBooks Online customers into Carrier TMS, click Import Contacts from QuickBooks.
Carrier TMS is now connected to QuickBooks Online, and you can send invoices to QuickBooks directly from Carrier TMS.
Next Steps
You're connected. Learn how to send your first invoice from Carrier TMS to QuickBooks Online.