July 11, 2019

Quickbooks Integration & Mapping

In this article, you'll learn how to set up your Quickbooks account with Shipwell to integrate billing and invoicing.

From the Shipwell platform, navigate to "Manage." Click "Company" and then select "Integrations" on the top of your screen options.

quickbooks integration within shipwell platform TMS

Click "Connect" on the Quickbooks integration option.

You'll be redirected to Quickbooks to login and confirm the connection. Once connected, map your Quickbooks categories for Billing and Invoice.

Select "save" to confirm your changes.

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