QuickBooks Integration for TMS

QuickBooks Integration for TMS

What is QuickBooks Integration with your TMS? 


QuickBooks integration for Load Manager TMS is specifically designed to streamline financial and accounting processes for businesses in the transportation and logistics industry. Load Manager TMS is a software platform that helps manage freight operations, including load planning, routing, dispatching, carrier management, and tracking. By integrating Load Manager TMS with QuickBooks, companies can automate the flow of financial data related to their transportation operations directly into their accounting system, improving efficiency, accuracy, and visibility over their financials.

Here are key benefits and features of QuickBooks integration for Load Manager TMS:

  1. Automated Billing and Invoicing: Automatically generate invoices in QuickBooks for loads delivered as per the information in Load Manager TMS, reducing manual entry and ensuring accurate billing.

  2. Expense Tracking: Directly import expenses related to transportation operations from Load Manager TMS into QuickBooks, making it easier to track operational costs, fuel expenses, maintenance, and other expenditures.

  3. Revenue Recognition: Easily recognize revenue from transportation services at the right time by synchronizing delivery information and invoicing details between Load Manager TMS and QuickBooks.

  4. Financial Reporting: With data from Load Manager TMS seamlessly integrated into QuickBooks, businesses can generate more accurate and comprehensive financial reports, helping stakeholders make informed decisions.

  5. Improved Cash Flow Management: By streamlining invoicing and accounts receivable processes, the integration can help improve cash flow management, enabling quicker payment processing and better liquidity management.

  6. Reduced Manual Data Entry and Errors: Minimize the risk of human errors associated with manual data entry and ensure data consistency across transportation management and accounting systems.

How do I get started with Quicbooks Integration for  my TMS?

1) Sign up for your QuickBooks Accounts:  QuickBooks Integration requires an existing QuickBooks subscription (Online or Desktop) for Load Manager to connect to.  If you do not have a QuickBooks subscription or software, please go to quickbooks.com to subscribe.   Please note Load Manager Inc.  is not affilialted with QuickBooks and cannot provide assistance on support or pricing regarding their product. 
Once Signed in to your QuickBook Account Go to -> Settings -> Subscriptions & Billing -> Copy the Company ID from the top of the settings screen.

2) Activate QuickBooks Integration on your Load Manager TMS: To activate this integration please contact support@loadmanager.com.  QuickBooks Integration for TMS is included in your Premium TMS and is avalaible as as an optional add-on integration Load Manager TMS for Frieght Brokers, Carriers, and Dispatch Services. 
Sign In to your TMS and go to  Go to Load Manager TMS Configuration Options -> Settings and connect using the QuickBooms Online Version and your QuickBooks CompanyID.


3) In your Load Manager TMS, change all Load you wish to export bills and invoices to QuickBooks to "Invoice Status".  If you would like to change this trigger to a different status please contact Load Manager Support for assistance. Now all loads that are invoice status that have not been exported to QuickBooks will appear in the QuickBooks integration queue.

How to export Load Manager information to QuickBooks?

QB Invoice

  1. Log in to your LoadManager Login -> Go to Reports -> QuickBooks Export -> Invoices Export.


Confirm the Loads you want to invoice are checked. Uncheck any load you do not want to invoice, then click Export Invoices.

  1. Now go to your QuickBooks Portal Login -> Sales -> Invoices -> (List invoices exported from LoadManager login)


QB Bill

  1. Login to your Load Manager Login -> Reports -> QuickBooks Export -> Bills Export


Confirm the Loads you want to bill are checked. Uncheck any load you do not want to bill, then click Export Bills.

  1. Now go to your QuickBooks Portal Login -> Expenses -> Expenses -> (List bills exported from Load Manager login)

  1. You will see the bills imported in your QuickBooks account

Revert Invoice/Bill

  1. Load Manager Login -> Reports -> QuickBooks Export -> Export History -> Revert Invoice/Bill

  2. QuickBooks Portal Login -> Sales -> Invoices -> (Deleted the Invoices reverted from Load Manager)

  3. QuikcBooks Portal Login -> Expenses -> Expenses -> (Deleted the Invoices reverted from Load Manager)


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