How to Transfer Invoices from Dispatch Anywhere to QuickBooks Online
This article explains how to connect Dispatch Anywhere to QuickBooks Online and export invoices.
Prerequisites
A Dispatch Anywhere company administrator account
An active QuickBooks Online account
Service and customer account names set up in QuickBooks Online (needed for matching in Steps 3 and 4)
Step 1: Log in to Dispatch Anywhere Settings
Go to Dispatch Anywhere Settings and log in with your company administrator account.
Note: You must use a company administrator account to access these settings.
Step 2: Turn on QuickBooks and Connect Your QuickBooks Online Account
Select Company on the left toolbar, then click the QuickBooks tab. From the drop-down menu, select QuickBooks Online. Click the button that appears to connect Dispatch Anywhere to your QuickBooks Online account.
Step 3: Match Dispatch Anywhere Services with QuickBooks Products & Services
Select Services on the left toolbar and choose the first service. A field called QuickBooks Item Name will appear. Each service name in Dispatch Anywhere should match a product or service name in QuickBooks. If a service isn't used, its field can remain blank.
Note 1: The product/service name in QuickBooks must match exactly, including capitalization and spacing.
Note 2: Any "QuickBooks Item Name" field left blank will cause the exporter to skip that service during transfer.
Note 3: Services cannot be grouped under a category in QuickBooks.
Step 4: Match Dispatch Anywhere Account Names with QuickBooks Customer Names
Select Accounts on the left toolbar and choose the first customer account. A field called QuickBooks Account Name will appear. Each customer account name in Dispatch Anywhere should match a customer account in QuickBooks.
Note 1: The customer name in QuickBooks must match exactly, including capitalization and spacing.
Note 2: Any "QuickBooks Account Name" field left blank will cause the exporter to skip that account during transfer.
Step 5: Transfer Invoices from Dispatch Anywhere to QuickBooks Online
Log in to Dispatch Anywhere and select the Accounting tab. A new option, Send to QuickBooks Online, will appear. Choose the date range of invoices and click Export. Any errors during the transfer will appear in the log.
Note: The exporter only transfers invoices that have been created or posted. It does not transfer payments from Dispatch Anywhere.
What Gets Exported
The exporter transfers the following invoice fields:
Invoice Number
Date
Purchase Order Number
Services (including amount, rate, discount amount)
Account Name
VIN
FAQ
Why didn't one of my services transfer?
Its "QuickBooks Item Name" field was likely left blank, which causes the exporter to skip it. Also confirm the name matches exactly, including capitalization and spacing.
Why didn't one of my customer accounts transfer?
Its "QuickBooks Account Name" field was likely left blank, or the name doesn't match exactly with the QuickBooks customer name.
Are payments transferred to QuickBooks Online?
No. The exporter only transfers invoices that have been created or posted, not payments.
Can I group services under a category in QuickBooks?
No, services cannot be grouped under a category in QuickBooks for this integration.
After You Export
Review the export log for any errors and confirm the invoices appear correctly in QuickBooks Online. If a service or account didn't transfer, check its matching field for a blank entry or a name mismatch, then re-export.