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QuickBooks Integration

QuickBooks Connected To Transportation Operations

QuickBooks helps manage accounting and financial records. FTM helps transportation teams manage the operational activity that creates those financial transactions.

FTM
Transportation operations
QuickBooks
Accounting and financial records
4.9
AppExchange rating
14 days
Typical go-live
46+
Integrations
24
Countries
From operations to accounting

Transportation Activity Becomes Financial Activity

Transportation revenue and costs begin with operational activity. FTM connects loads, charges, carrier costs, invoices, and financial reporting before information reaches QuickBooks.

Quote
Load
Dispatch
Carrier Pay
Customer Invoice
QuickBooks
Financial Reporting

Transportation revenue and costs begin with operational activity. FTM connects loads, charges, carrier costs, invoices, and financial reporting before information reaches QuickBooks.

The moment a load is booked is the moment the financial activity begins. FTM is where that activity is created and connected.

Where the record lives

One Record From Dispatch To Accounting

The same load record used by operations is used to generate customer charges, carrier pay items, invoices, and reporting.

Financial information remains connected to the transportation activity that created it. There is no separate accounting database to synchronize before the numbers make sense.

Nothing gets re-entered between systems. The same load record that started with a quote is the record dispatch works from, finance bills from, and leadership reports from, all the way through to QuickBooks.

Salesforce-native, not a synced copy
Load Record
Customer
Account and contact history
Carrier
Assigned to the load
Customer Charge
Tied to the load, not entered twice
Carrier Pay Item
Connected to shipment execution
Invoice
Generated from the same load
Reporting
Live, not exported after the fact
Salesforce-Native Does Not Mean Salesforce Required
Salesforce platform can be included as part of the FTM implementation. Existing Salesforce licenses are not required. Organizations can deploy FTM inside an existing Salesforce environment or launch with Salesforce provisioned as part of implementation.
Beyond the invoice

Financial Visibility Starts Before The Invoice

QuickBooks can tell you revenue, expense, and profit. FTM can tell you which load, which carrier, which customer, and which lane created that profit, before the numbers ever reach accounting.

What QuickBooks Shows
Total revenue
Total expense
Net profit, after the fact
What FTM Shows
Customer charge and carrier cost, per load
Margin at the moment a load is booked
Which lane, carrier, and customer drove it

Understand Profitability Before Month-End

Margin visibility broken down by the dimensions that actually drive transportation decisions.

Customer Profitability
Lane Profitability
Carrier Profitability
Branch Profitability
Dispatcher Profitability
Before and after

What Changes Operationally

Connecting QuickBooks to FTM does not just move data. It changes how financial visibility works after a load is booked.

Before
Loads managed separately
Invoices created manually
Carrier costs tracked elsewhere
Accounting disconnected from operations
Reporting requires reconciliation
After
Transportation activity connected to accounting
Customer invoices generated from load records
Carrier costs connected to shipments
Financial visibility tied to operations
Reporting connected to live transportation data
Beyond accounting sync

Built For More Than Accounting Sync

Once a load moves toward billing, FTM manages the financial workflow, not just the data transfer to QuickBooks.

Billing & Invoicing
Generate customer invoices directly from transportation activity.
Explore Billing & Reporting
Carrier Pay Management
Track carrier costs alongside shipment execution.
Explore Carrier Portal
Reporting
Connect operational performance to financial performance.
Explore Billing & Reporting
AutoFill
Capture transportation documents and populate operational and billing records automatically.
Explore AutoFill
Document automation

AutoFill Extends The Financial Workflow

AutoFill can identify transportation records and populate operational and billing information automatically, reducing manual data entry before information ever reaches QuickBooks.

From document to financial record
Rate confirmations become invoices, not data entry.
AutoFill reads the rate confirmation, matches it to the customer, carrier, and load already on file, then stages the customer charge, carrier pay item, and invoice for review before anything reaches QuickBooks.
Explore AutoFill
Rate Confirmation
Customer
Carrier
Load
Customer Charge
Carrier Pay Item
Invoice
QuickBooks
Why teams connect QuickBooks to FTM

What This Actually Changes For Your Team

Reduce manual handoffs between operations and accounting
A load booked in FTM moves toward invoicing without re-entry between systems.
Keep carrier costs connected to operational workflows
Carrier pay stays attached to the shipment that generated it, not siloed in a separate accounting entry.
Create a single view of transportation and financial activity
Quoting, dispatch, billing, and financial reporting live on the same load record, visible from one place.
Give leadership financial visibility without waiting on reconciliation
Operational performance and financial performance are visible together, not assembled after the fact.
Tie every invoice directly to the shipment it belongs to
Invoices generate from the same operational record used for dispatch, reducing reconciliation work in QuickBooks.
Turn transportation documents into billing records automatically
AutoFill reads rate confirmations and other documents, populating operational and billing fields without manual data entry.
Where the record lives

Transportation And Financial Visibility In One Platform

FTM manages transportation operations inside Salesforce. Loads, carriers, customers, invoices, reporting, and workflow automation remain connected through the same data model.

Financial reporting becomes easier when transportation activity and business reporting are connected. Executive teams can see operational performance and financial performance in the same dashboard rather than reconciling two separate systems after the fact.

Salesforce-Native Does Not Mean Salesforce Required
Organizations can deploy FTM inside an existing Salesforce environment or launch with Salesforce provisioned as part of implementation.
QuickBooks Integration FAQ

Questions teams ask before connecting QuickBooks.

For questions specific to your operation, a transportation specialist can walk through your use case.

Why integrate QuickBooks with FTM?
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QuickBooks helps manage accounting and financial records. FTM manages the transportation operations that create those records, including quoting, dispatch, billing, carrier pay, and reporting, before information reaches QuickBooks.
Can invoices and carrier pay connect to shipment records?
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Yes. FTM helps connect customer charges and carrier pay items to the load record that generated them, so financial activity stays tied to operational activity.
Do we need Salesforce before implementing FTM?
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No. Organizations can deploy FTM inside an existing Salesforce environment or launch with Salesforce provisioned as part of implementation.
Does this replace how our team uses QuickBooks?
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No. Teams continue using QuickBooks for accounting. FTM manages the transportation workflows that create the financial activity QuickBooks records.
Get started

See how QuickBooks and FTM work together.

Bring a load you currently invoice through QuickBooks. We’ll show how it moves from quote to dispatch, billing, carrier pay, and financial reporting inside FTM.

Go live in as little as 14 days  ·  No long-term contract required

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