Setup Integrations
Integrate your Hauler team with Quickbooks Online for the simplest dispatch and invoicing solution in the market
What you'll learn:
- How to link your Quickbooks Online with Hauler
- Required settings in Quickbooks Online
A video walkthrough of this guide is available:
How to Link Quickbooks Online (QBO) to Hauler
- Navigate to the Integrations page of the Admin section
- Select "Connect to Quickbooks"
- Follow the Authentication flow for Quickbooks Online
- Authorize Hauler to interface with your Quickbooks Online Company
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Required Settings in Quickbooks Online
Quickbooks Online does not support custom transactions numbers when interfacing with third party applications like Hauler.
You must disable "Custom Transaction Numbers" prior to invoicing a customer, or you may see unintended synchronization issues or errors.
To ensure Custom Transaction Numbers are disabled, navigate to:
- Gear Icon located on the navigation bar
- Your Company -> Account and Settings
- Sales
- Sales Form Content -> Custom Transaction Numbers
- Set "Custom Transaction Number" switch to
off
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