This article will discuss how you can set up and integrate your QuickBooks and LoadStop accounts. QuickBooks integration will allow you to synchronize your Invoices and Expenses in LoadStop with QuickBooks. Whenever you create an invoice or expense in LoadStop, it will automatically be created in QuickBooks as well. Similarly, when the invoices and expenses are marked as paid in QuickBooks, they will automatically be updated and marked as paid in LoadStop.

To begin your QuickBooks integration, click on Menu -> Setup -> Integrations and then click on the Accounting tab. From there, click on the Add button on QuickBooks and it'll open the Create New Integration form.

In the Create New integration form, select the carrier under which you want to set up the integration. This should be the same as the one created on QuickBooks. Keep the Status toggle enabled to keep this integration active.

If you would like to create each invoice item (e.g., load accessorials such as lumper fees, detention, etc.) as a single line item then enable the Create Single Item for total amount option. In the Sync From Date, select the date from which you want to start the synchronization of the invoices. Only the invoices that are in the Pending Payment or Payment Received tab in the Invoices module will be created in QuickBooks at the time of integration.

After clicking on Save, you'll be redirected to the QuickBooks login page to verify the integration yourself. You'll need your QuickBooks username and password to sign in.

Once done, you will be redirected back to the integration page on LoadStop. You'll now enable the Sync Invoice button to map LoadStop invoices to QuickBooks. You can then set up the Invoice and Expense Mapping as you like, where you'll be matching LoadStop products/services with QuickBooks products/services. The matching products/services will be automatically mapped by the system moving forward (but you may still edit them if needed).

Next, click on the Payrolls & Bills tab and perform the mapping in the same way as the Invoice Mapping. To see details for deductions and additional pay (e.g., hourly pay, overtime pay, etc.) in your QuickBooks, enable the option 'Map Details For Deductions and Additional Pay'.

Finally, click on the Expenses tab to map the Expense products and services.

You can also configure from the Main Settings > Expense to customize whether the expenses will be automatically synchronized to QuickBooks or not.