QuickBooks Online Integration Setup for Loadlink Dispatch

Easily connect Dispatch to QuickBooks Online for seamless invoicing.

Overview:

  • What is this integration?

    1. Sync customer, item, and invoice data between Dispatch & QuickBooks.
    2. Reduce manual data entry and simplify financial management.

  • What You Need:

    1. QuickBooks Online Account (not supported for QuickBooks Desktop).
    2. Loadlink Dispatch account with the QuickBooks Accounting Integration add-on.

Step 1:
Connect QuickBooks

  1. Log in to Dispatch, then navigate to the Sidebar and click on the Accounting tab, where you will find the QuickBooks Setup page.
  2. Click “Setup QuickBooks” to begin authorization.
  3. Sign in to QuickBooks Online and select the correct company account.
  4. Confirm the connection (Dispatch will show a success message).

Step 2:
User Setup Requirements

  1. First-time setup must be done by a QuickBooks “Company Admin”.
  2. If a non-admin logs in, QuickBooks blocks the connection.
  3. Additional users log in using the same admin credentials (no full setup required).

Step 3:
Configure QuickBooks Settings

  1. Item Mapping: Assign Dispatch charges (e.g., Freight, Fuel Surcharge) to QuickBooks product/service categories.
  2. Tax & Currency Settings: Ensure tax and currency match between Dispatch & QuickBooks.

Step 4:
Sync Invoices

  1. Navigate to Sidebar → Accounting → Invoices and click “Send to QuickBooks”.
  2. First-time sync requires mapping Dispatch customers to QuickBooks customers.
  3. Click “Refresh” to check sync status.

FAQs

No, each Dispatch account can only be linked to one QuickBooks Online account at a time. 

Dispatch provides in-app error messages for quick troubleshooting. See our Troubleshooting Guide for common issues and solutions. 

No, this integration is only available for QuickBooks Online at this time.