How to Integrate Carrier TMS with QuickBooks?

• 26 June 2025
• QuickBooks

Digital systems have become an irreplaceable part of most modern organizations, including those involved in niche businesses like transportation. Enterprise resource planning (ERP) tools are particularly useful in this respect as they unify a number of features neatly into a compact package, like Carrier TMS. It is a solution designed to streamline the operations of trucking companies and freight carriers. Carrier TMS brings several powerful features to the table, including:

• Streamlines load assignments, routing, and scheduling to improve operational efficiency.
• Simplifies carrier management through rate negotiations and performance tracking.
• Provides up-to-the-minute updates on shipment location and status.
• Enables easy digitization and storage of critical documents like bills of lading and proof of delivery.
• Tracks expenses, revenue, and handles invoicing to keep finances organized.
• Delivers actionable insights to optimize operations and inform key business decisions.

Carrier TMS also supports integrations with a range of third-party applications such as Sage and everyone’s favorite accounting software, QuickBooks. The upcoming sections of this blog will explore the benefits of integrating Carrier TMS with QuickBooks Desktop, and the actual process to create the connection between the ERP and accounting application.

Advantages of Integrating Carrier TMS with QuickBooks

Integrating Carrier TMS with QuickBooks enhances the efficiency, accuracy, and visibility of financial operations, ultimately benefiting trucking companies and freight carriers.

• Automated Data Transfer: Effortlessly transfer financial data, such as invoices, payments, and expenses, between Carrier TMS and QuickBooks, minimizing manual input and reducing the chance of errors.
• Streamlined Workflows: Simplify billing, invoicing, and payment tasks by integrating these functions, creating a more efficient process across both platforms.
• Reduced Human Error: Eliminate manual data entry and calculations, minimizing the risk of errors that can impact financial accuracy.
• Real-time Data Synchronization: Ensure data is always up-to-date and precise, with seamless synchronization between QuickBooks and Carrier TMS.
• Consolidated Financial Data: Bring together data from both systems into one view, providing clearer insights and improving decision-making.
• Accurate Financial Reporting: Generate precise financial reports, including profit and loss statements and balance sheets, based on integrated data for better financial oversight.
• Time Savings: Free up valuable time by automating routine financial processes, allowing for focus on more strategic activities.
• Improved Focus: Reduce the time spent on manual data entry and reconciliation, enabling staff to concentrate on core business functions.

How to Integrate Carrier TMS with QuickBooks Desktop?

Carrier TMS integrates with both QuickBooks Online and Desktop versions. The following steps outline the simplest strategy to integrate Carrier TMS with QuickBooks Desktop.

1. Log in to Carrier TMS.
2. Click the profile icon and select Settings from the menu.
3. In the settings menu, click on QuickBooks Integration.
4. Click on Show How to Connect to initiate the connection process.
5. Launch your QuickBooks Desktop application. If you have multiple companies, open the specific company file you wish to integrate.
6. Download the QuickBooks Web Connector (.qwc) file, which will allow your Carrier TMS account to sync with QuickBooks Desktop.
7. In the security window, click OK to proceed.
8. When prompted, select Yes, enabling the connection whenever the QuickBooks company file is open.
9. Click Continue to move to the next step.
10. Input the 4-digit password and press Enter. Choose to save the password when prompted.
11. Check the box next to Super Dispatch and click Update Selected.
12. Enable the Auto-Run checkbox and set the frequency of automatic updates in the Every-Min field.

Apps4Rent Can Support Your Carrier TMS and QuickBooks Integration

Integrating Carrier TMS with QuickBooks streamlines workflows by eliminating manual processes and accelerating financial tasks such as invoicing, payments, and approvals. However, the integration process can be complex, particularly when dealing with large amounts of data. Interruptions during integration may result in data loss if not carefully managed.

As an Intuit Authorized Hosting Provider, Apps4Rent specializes in QuickBooks hosting services, providing reliable services through top-tier SSAE 16 certified data centers in New York and New Jersey. With our expertise and advanced tools, we ensure a smooth, data-secure integration between Carrier TMS and QuickBooks. Our dedicated support team is available 24/7 via phone, chat, and email to assist with any integration needs.