How to Connect QuickBooks to CarShipIO.

Modified on Tue, 6 Jun, 2023 at 2:50 PM

To Connect QuickBooks:

1. Go to My -> Settings;

2. Click Connect and login to your Quickbooks account

3. Open the new tab in your settings > QB Accounts

4. Select from what date data should be synced to QuickBooks and what Load status will trigger the sync: Delivered, Invoiced, Paid

5. Open Expenses, Accounts, and Drivers and link it to the right Quickbooks account

6. Make sure you select highlighted options