Introduction
You can now automate invoice and bill creation in QuickBooks Online (QBO) for delivered orders in Shipper TMS by integrating your account using Zapier. This integration helps streamline your accounting workflow and saves you time by reducing manual work. This article will walk you through how to set up the connection and explain what Zapier is.
How to Set Up the Zapier Integration with QuickBooks Online
Follow the steps below to connect your Shipper TMS account to QuickBooks Online through Zapier.
Step 1: Verify Account Access
- Make sure you have an active Shipper TMS account.
- Make sure you have an active QuickBooks Online (QBO) account.
- Don’t have one yet? You can sign up here.
Step 2: Create a Zapier Account
- Sign up for a free Zapier account at zapier.com.
- Zapier offers a 14-day free trial to get started.
Step 3: Request Integration Access
- Open the chat icon in the bottom-right corner of your screen in Shipper TMS.
- Ask the Support team to enable Zapier integration for your account.
Step 4: Accept the Zapier Invitation
- You’ll receive an email from Zapier with a direct invitation link.
- Accept the invitation to connect Super Dispatch with your QuickBooks Online account.
Step 5: Follow the Setup Guide from Support
- After accepting the invitation, the Support team will provide you with a detailed guide to walk you through the final steps of setting up automation for invoices and bills.
What is Zapier?
Zapier is a workflow automation tool that connects your favorite apps—such as Super Dispatch, QuickBooks Online, Gmail, Slack, and more—without needing any coding.
With Zapier, you can:
- Automate repetitive tasks
- Create workflows that move data between your apps
- Focus on operations and growth instead of manual data entry
Note:It’s an easy-to-use solution for anyone looking to streamline their daily tasks.
For more, visit the Zapier Help Center.
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!