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Integrating QuickBooks Online with Carrier TMS

Table of Contents

    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.
    Carrier TMS left-hand navigation with an arrow pointing to the profile icon with the company name at the bottom
    • Select Settings.
    Carrier TMS profile menu open with an arrow pointing to Settings

    Step 3: Open QuickBooks Integration

    • In the Settings menu, click Quickbooks Integration.
    Carrier TMS Settings menu with an arrow pointing to Quickbooks Integration

    Step 4: Click Connect to QuickBooks

    • Under QuickBooks Online, click Connect to QuickBooks. You'll be sent to Intuit to sign in.
    Quickbooks Integration page in Carrier TMS with an arrow pointing to the green Connect to QuickBooks button under QuickBooks Online, above the QuickBooks Desktop option

    Step 5: Sign In to QuickBooks

    • Sign in with your Intuit (QuickBooks) account.
    Intuit sign-in page titled Let's get you in to QuickBooks, with a saved user ID and options to use a different user ID or create an account

    Step 6: Authorize the Connection

    • On the Connecting Super Dispatch screen, click Connect.
    QuickBooks authorization screen, Connect to Super Dispatch step 1 of 2, showing Super Dispatch connecting to a QuickBooks company with No thanks and Connect buttons

    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.
    QuickBooks Online marked Connected in Carrier TMS, with the Service Item dropdown open showing Car Hauling, Hours, and Services, and an Automatically create customers inside QuickBooks Online checkbox

    Step 8: Import Contacts (Optional)

    • To bring your QuickBooks Online customers into Carrier TMS, click Import Contacts from QuickBooks.
    QuickBooks Online integration settings in Carrier TMS with Car Hauling selected as the Service Item and an Import Contacts from QuickBooks button

    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.