Connect QuickBooks Online

Invoices and payments copy to QuickBooks automatically. 2 min

1. 1

   Connect

   Settings → QuickBooks Online → Connect QuickBooks (owner or accountant). Sign in to QuickBooks, pick your company and click Connect.

2. 2

   What gets copied

   Every invoice you send: the broker becomes a QuickBooks customer and each line goes on a service item called “Freight”. When you record the broker’s payment in MileTMS, it’s applied to that invoice in QuickBooks.

3. 3

   Invoices sent before

   Right after connecting, invoices already sent or paid are copied too. Click “Copy now” any time to catch up.

4. 4

   If something fails

   The Settings card shows how many invoices couldn’t be copied and why (for example a missing income account). Fix it in QuickBooks, then click Copy now.

5. 5

   Disconnect

   Settings → QuickBooks → Disconnect. What’s already in QuickBooks stays there.