Introduction
Welcome to another helpful guide from Super Dispatch! Did you know you can automatically create invoices and bills in QuickBooks Online (QBO) for delivered orders in Shipper TMS (STMS)? By integrating your Super Dispatch account with QBO through Zapier, you can save time and streamline your accounting processes. This article will walk you through the steps to set up the integration and explain how Zapier works.
Setting Up Zapier Integration with QuickBooks Online
Follow the steps below to connect your Shipper TMS to QuickBooks Online:
Step 1: Verify Account Access
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Ensure you have an active Shipper TMS (STMS) account.
Note: Need help? Contact our sales or support team to get one.)
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Ensure you have an active QuickBooks Online (QBO) account.
Note: Don’t have one yet? Sign up here.
Step 2: Sign Up for Zapier
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Create a Zapier account.
Note: They offer a 14-day free trial to get you started.
Step 3: Request Zapier Integration Access
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Reach out to Super Dispatch Support via the chat icon in the bottom-right corner of your screen.
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Request an invitation to use the Zapier Integration for automating invoices and bills.
Step 4: Accept the Zapier Invitation
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Check your email inbox for an invitation from zapier.com.
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Accept the invitation to connect Super Dispatch with QuickBooks Online.
Step 5: Follow the Guide Provided by Support
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Once you accept the invitation, our support team will send you a step-by-step guide on how to use Zapier to automatically create invoices and bills.
What is Zapier?
Zapier is an online automation tool that connects your favorite apps, like Super Dispatch, Gmail, Slack, MailChimp, and over 1,000 more. With Zapier, you can:
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Automate repetitive tasks by connecting two or more apps.
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Streamline your workflows without the need for coding or developers.
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Move information between your web apps automatically, so you can focus on growing your business.
It’s simple to use and perfect for anyone looking to save time and increase efficiency.
Additional Resources
To learn more about setting up and using Zapier, check out 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!