How to Send Invoices to QuickBooks Desktop

Introduction

If you've connected QuickBooks Desktop to Carrier TMS, you can send invoices to QuickBooks Desktop from the same Send Invoice window you use to email them. Super Dispatch prepares the invoice for your QuickBooks Web Connector, so your accounting records stay up to date without entering invoices by hand.

How to Send an Invoice to QuickBooks Desktop

Step 1: Log In to Carrier TMS

• Log in to Carrier TMS.

Step 2: Find the Load

• On the Loads page, find the load you want to invoice.

Step 3: Open Send Invoice

• Click Options on the load.
• Select Send Invoice.

Step 4: Select QuickBooks Desktop

• In the Send Invoice window, under Sending Method, check QuickBooks Desktop.
• You can also keep Email checked to email the invoice to your customer at the same time.

Step 5: Send the Invoice

• Click Send Invoice.

Troubleshooting Common Issues

If the invoice doesn't send to QuickBooks Desktop, an error message appears in the Send Invoice window.

Error: "No Service Item Selected"

Cause: A service item wasn't selected when QuickBooks Desktop was connected.

Solution:

1. In Carrier TMS, go to Settings > Quickbooks Integration.
2. Under QuickBooks Desktop, click Manage Integration.
3. Click Update Service Item and choose the correct service item.
4. Try sending the invoice again.

Invoice Still Not Appearing in QuickBooks Desktop

• Check the Order Activity section of the load in Carrier TMS for details on what happened.

Next Steps

Haven't connected QuickBooks Desktop yet, or need to set your service item? Start with the integration guide.