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Intro

Many transport companies regularly spend hours re-entering data, including into their accounting system. Duplicated data entry not only wastes time, but increases the chances of errors. It’s important to find a software suite that integrates well to minimise these issues.

Invoicing in ConNote

ConNote isn’t just about moving freight, it calculates pricing and invoices as well. With powerful tools like per destination pricelists supporting both per kilo and per item rates, you can configure the system to charge for consignments exactly how you want. Once you’re ready, ConNote will generate invoices from these consignments to give to your customers. While you can already post these invoices by email, ConNote is also able to export invoicing data to third party software suites such as Xero, MYOB, or the focus of today’s article, QuickBooks Online. 

What is QuickBooks online?

QuickBooks Online is a cloud-based accounting platform that helps businesses manage customers, invoices, payments, GST and financial reporting. It tracks customers, invoices issued to them, and amounts paid. It works across both web browsers and mobile devices.

How it works

ConNote supports QuickBooks Online through an API connection. You simply login to QuickBooks Online through ConNote to get started. Now, whenever you post an invoice to your customer, ConNote will automatically upload the invoice, specific invoice charges, and all relevant contacts to QuickBooks Online.

Since ConNote understands freight operations, customer pricing agreements, destination-based rates, per-kilo charges and other transport-specific pricing rules, it is the ideal place to calculate freight charges before sending invoice information to QuickBooks Online.

The ultimate goal is to streamline your workflow and how you do business. Integrating software has several benefits including:

• Eliminates the need for duplicate data entry, increasing productivity and reducing the chance of errors
• Leverage existing knowledge and workflows by keeping the finance package you already know
• Automated transfer of data from operations to the finance team
  

The general workflow is as follows:

1. Operations enter the consignment information
2. Operations produce invoices for the consignments
3. ConNote automatically posts the invoices to QuickBooks Online
4. Finance team can manage accounts receivable, customer payments and financial reporting within QuickBooks Online

At the end of the day software is about improving the way you already do business. The user experience is paramount. At Logical Developments, our purpose is to make someone's day better. By eliminating duplicate data entry and automating the transfer of invoice information between ConNote and QuickBooks Online, we help transport operators save time, reduce errors and focus on what matters most, serving their customers.

Other integrations

QuickBooks Online not the integration for you? ConNote supports a wide variety of other accounting packages including Xero, MYOB, Sybiz and customised integrations as required. Regardless of how you issue your invoices, we can write the software to match.
Is your team spending a lot of time entering data? ConNote could be the solution for you. Get in touch with our team to see how we can work with you to improve your processes.