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- Click on the Company Settings tab.
- Click the Connect to QuickBooks button, then enter your QuickBooks username and password.
- Once connected, match the corresponding QuickBooks products and services to the ProTransport items.
- Click into Chart of Accounts, which is used for statements.
- When you’ve completed all the connections, click Save.
- Each user who will be exporting data from ProTransport Enterprise to QuickBooks Online must complete these steps individually.
- To export invoices or payments, open the Loads section and select any invoiced loads you wish to export.
- Once selected, click Export QuickBooks Online in the top right corner of the screen and check the applicable boxes.
- Click Export.
- To Export Statements, navigate to the Statements section.
- Select the statements you’d like to export, then click Export QuickBooks Online.