QuickBooks Online, a popular accounting software developed and marketed by Intuit, is designed to help SMBs manage financial transactions, invoicing, payroll, and other accounting tasks.
While you can benefit from QuickBooks Online's standalone features and capabilities in a variety of ways, you can get even more value by integrating it with Truckin Digital. We’ll break down the steps for doing exactly that below!
Connect the QuickBooks Online Service with Truckin Digital
Navigate to Connected Services on bottom left menu and then simply select "Connect" for QuickBooks.
Credentials
Enter your credentials to the company you wish to sync when prompted. Once you have logged in, you should receive a success message that your connection has been established.
Sync
Truckin Digital will run an automatic sync to QuickBooks every 60 minutes including an on-demand push button sync. Any changes on QuickBooks will instantly appear on Truckin Digital.
Features
- QuickBooks Online connected service allows for the synchronization of Accounts Receivable open invoices to and from QuickBooks.
- Customers
- Open Invoices
- Closed Invoices
- Vendors
- Open Bills
- Closed Bills
- Chart of Accounts
- Items and Services
Things to Consider
The pricing comes in 4 different tiers: Simple Start, Essentials, Plus, and Advanced. QuickBooks also offer a free trial for 30 days with some additional incentives. Here’s how these plans work without the incentive:
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