Integrating FreightPath With QuickBooks

September 16, 2021

Integrating FreightPath With QuickBooks

Author

Terrence Wang

Terrence Wang

Summary

How to setup your QuickBooks integration and use it to sync invoices and expenses between it and FreightPath.

Contents

What You Need To Get Started

  • Admin access to an active QuickBooks online subscription (US or non-US are both supported)
  • Admin access to a Professional, Team, or Enterprise FreightPath Plan

Connect To Quickbooks

  1. Go to the Integrations tab in your FreightPath settings → https://app.freightpath.io/settings/integrations.
  2. Toggle on the QuickBooks integration and press save.
  3. Press the green "Connect to QuickBooks" button - you will be redirected to QuickBooks to login and authenticate.
  4. (For non-US only) Set a default tax name (if you're unsure, use "Exempt") and press save.

Sync Tax Rates To Quickbooks

  1. Go to the Tax Rates tab in your FreightPath settings → https://stage.freightpath.io/settings/taxCodes.
  2. Either create a new tax rate or edit an existing one.
  3. Make sure that the "QuickBooks Tax Name" matches exactly with the name of the tax rate in QuickBooks

Sync Customers To Quickbooks

  1. Go to the customer organisation detail page you are looking to sync (i.e. start in Network tab).
  2. Go to the relationship tab and scroll to the Quickbooks References section
  3. Find the matching customer page in Quickbooks
  4. In the URL, take the ending that looks like this → "?nameId=..."
  5. Copy the number after nameId and paste it into the Customer Reference field in FreightPath.
  6. Save your changes
QuickBooks customer page - select the Id (in this case 67) from the URL
Fill the QuickBooks ID in the Customer Reference field in FreightPath

Sync Carriers To Quickbooks (i.e. Vendors)

  1. Go to the carrier organisation detail page you are looking to sync (i.e. start in Network tab).
  2. Go to the relationship tab and scroll to the Quickbooks References section
  3. Find the matching vendor page in Quickbooks
  4. In the URL, take the ending that looks like this → "?nameId=..."
  5. Copy the number after nameId and paste it into the Vendor Reference field in FreightPath.
  6. Go to your chart of accounts and select the account from which this carrier/vendor will be paid from
  7. Click on "account history" and from the URL, take the ending that looks like this → "accountId=..."
  8. Copy the number after accountId and paste it into the Account Reference field in FreightPath
  9. Save your changes
QuickBooks vendor page - select the ID (in this case 68) from the URL
QuickBooks account history page - select the ID (in this case 130) from the URL
Fill the quickbooks vendor and account reference IDs for your carrier in FreightPath

Syncing Invoices And Expenses With Quickbooks

  1. Go to any shipment detail page in FreightPath.
  2. Go to the "Invoices" tab and create or select an existing invoice.
  3. Invoices must have at least one line item to sync with Quickbooks.
  4. Press the "send to QB" button and confirm to sync the invoice/expense with Quickbooks.
“With FreightPath, the ability to track freight, complete paperwork, and share updates within seconds has become invaluable; not just for my team but for my customers and carriers too.”
Tandricus Thomas, Dispatch My Load
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