Note: If it's not setup already, your QuickBooks company file will need to be on a shared network path. The location of the file should be something along the lines of \\Server... as opposed to C:\Users...


If you have any questions about the network path, please contact your IT department. We cannot add or modify any part of your network setup.



Use this screen to turn the QuickBooks© integration ON/OFF





Options


  1. "Quickbooks Automatic Export (SDK)"-> This turns ON/OFF the integration with QuickBooks.
  2. "Allow DRD to MODIFY customer and vendor information in QB"-> When Checked, it allows any changes made to a customer or carrier (vendor) in Dr. Dispatch (DRD) to flow to QuickBooks (QB). If you change a customer address in DRD, it will be changed in QB when the next invoice is exported for that customer.
  3. "Canada (uses QuickBooks Multi-Currency)"-> This is for our Canadian customers only. You can use DRD with QB Multi-Currency turned on and each customer and each carrier will have a different "dollar type" displayed in either Canadian or U.S.currency. If a customer alternates between paying in Canadian and U.S. currency, the customer should be entered twice on the customer list with each entry reflecting either Canadian or U.S. currency type.
  4. "Use GST/HST Tax"-> This defines the use and amount of GST/HST tax in Canada.
  5. "Setup Now"-> This is where you perform the complete QuickBooks integration. Clicking this button will open a separate form.



*********************************************************************************************************************************


QuickBooks Setup and Integration 


In order to integrate Dr. Dispatch with QuickBooks, please ensure that your system meets the following requirements:


  1. Dr. Dispatch must be installed on your computer.
  2. QuickBooks must be installed on your computer, or you must have an active QuickBooks Online account.
    • Any QuickBooks Pro or QuickBooks Enterprise editions (editions 2002 and later) will work.
  3. You must own the Dr. Dispatch QuickBooks integration feature. If you have not already purchased this, please contact us immediately.
  4. You must have a working QuickBooks company file.
  5. The QuickBooks SDK (Software Development Kit) must be installed on your computer. 



Installing the QuickBooks SDK (Required for Trucking and Brokerage):


  1. Open your internet browser and copy/paste the following link: http://www.drdispatch.com/downloads/QBFC13_0Installer.exe
  2. Download and run the program; this will install SDK on your computer.
  3. Follow all prompts until you are notified that installation is complete.



For information on initial integration setup, please see: 

QuickBooks Integration: Trucking Setup

QuickBooks Integration: Brokerage Setup