How to Enable Integration to QuickBooks Desktop
Begin by sending our AMAZING AscendTMS Support team an email, letting us know that you're interested in integrating QuickBooks Desktop and AscendTMS accounts. Once we've received your request, one of our Support team members will reply (typically same day) letting you know what information we'll need from you to create the sync between your accounts.
Once your two accounts have been linked, the AscendTMS Support team will notify you via email that your QuickBooks Desktop integration has been enabled.
From there, navigate to the Accounting menu and click on QuickBooks.
Select the QuickBooks Desktop option as shown below.
You can now begin exporting your invoices and expenses.
How to Export Invoices QuickBooks:
Begin by locating the Invoices/Bills option within your Accounting tab.
Select the invoice(s) you want to export to QuickBooks and click the Export Invoices to QB button.
The (.IIF) file will then download to your desktop.
If you need help importing your .IIF file(s), please refer to the QuickBooks Desktop Help Guide link, below
How to Export Bills to QuickBooks:
From within your Accounting Management screen, locate and navigate to the Bills tab.
Click on the + sign to expand the row.
Select the Bill(s) you wish to export to QuickBooks Desktop, then click the “Export Bill to QB” button.
The (.IIF) file will now download to your desktop.
NOTE: to export bills to QuickBooks Desktop, you will need to first record any bills received in our system before exporting your data.
If you wish to export multiple Bills to QuickBooks Desktop, please note this action can only be performed if the selected Bills contain the same carrier AND the same Remit To Address listed on each selected bill. Attempting to export Bills with different carriers and/or Remit To Addresses listed will result in an export error.
Additionally you can export the content of the PO Number field in Load Basics to QuickBooks. To export correctly there should be no space between the PO and the actual numbers. (Ex: PO#12345).
Please refer to our Bills Help Guide for information on how to record a received bill.
QB Export Column
Once you have exported either your Invoices or Bills to QuickBooks, a “QuickBooks Export” column appears. The purpose of this column is to show which invoices or bills you have already exported to prevent duplicates.
You can show or hide this column by clicking the button before the search box.
Once you have your exported IIF file, you can then navigate to your QuickBooks Desktop and follow the steps below to import the (.IIF) file:
Sign in to your company file as the Admin.
Make sure you are in Single User mode.
From the QuickBooks File menu, select Utilities then Import, then IIF Files.
Locate your IIF file and highlight it. Then Open.
Select OK on the pop-up message confirming your data has been imported.
**If you are operating with QuickBooks Desktop 2019 - please view the article click the link below for further instructions.**