Overview
QuickBooks integration provides automatic synchronization of invoices, payments, expenses, and accounting data between CargoXplorer and QuickBooks Online or Desktop. Eliminate double entry and ensure accounting accuracy with real-time synchronization of customer invoices, vendor bills, payments, and journal entries. Supports both QuickBooks Online and QuickBooks Desktop editions with bi-directional data sync.
Key Capabilities
- Invoice Sync
- A/R & A/P
- Chart of Accounts
- Bank Reconciliation
Supported Features
Accounts Receivable
- Customer invoices
- Credit memos
- Payment receipts
- Aging reports
- Customer sync
Accounts Payable
- Vendor bills
- Bill payments
- Expense tracking
- Vendor sync
- 1099 tracking
General Ledger
- Journal entries
- Chart of accounts mapping
- Class tracking
- Department tracking
- Tax codes
Setup Steps
- 1Create Intuit Developer account
- 2Register CargoXplorer application in Intuit Developer Portal
- 3Obtain OAuth 2.0 credentials (Client ID and Secret)
- 4Authorize QuickBooks connection from CargoXplorer
- 5Map CargoXplorer accounts to QuickBooks Chart of Accounts
- 6Configure sync preferences and automation rules
- 7Test invoice and payment synchronization