How-To Tuesday: Quickly Importing And Exporting From Quickbooks

Truck office worker using QuickBooks and TruckLogics.

If you use QuickBooks in addition to TruckLogics for cutting checks or other functions, you can easily migrate information between the two systems. 

This great function will help you cut down on unnecessary data entry!

Just follow these simple steps to import and export information between QuickBooks and TruckLogics.

Importing from QuickBooks

1. From your Dashboard, click on the Address Book tab.

How to use QuickBooks and TruckLogics.

2. Click on “Sync with QuickBooks” in the top right corner.

How to use QuickBooks and TruckLogics.

3. Choose how you want to sync your QuickBook Customers with TruckLogics. Click “Connect with QuickBooks”.

How to use QuickBooks and TruckLogics.

4. Sign in to your QuickBooks account.

How to use QuickBooks and TruckLogics.

Exporting invoices to QuickBooks

1. Hover over the Accounts tab from anywhere in TruckLogics and click “Invoices”.

How to use QuickBooks and TruckLogics.

2. Click “All Invoices”.

How to use QuickBooks and TruckLogics.

3. Click “Export to QuickBooks”.

How to use QuickBooks and TruckLogics.

4. Select which invoices you want to export.

How to use QuickBooks and TruckLogics.

5. Scroll to the bottom of the page and click “Export Invoices”.

How to use QuickBooks and TruckLogics.

6. You will be taken to QuickBooks.

How to use QuickBooks and TruckLogics.

Try TruckLogics today!

Want to use TruckLogics and QuickBooks together? Get a 15-day free trial today!

There’s no obligation and no credit card information required.

Add a Comment

Your email address will not be published. Required fields are marked *