QuickBooks Configuration Reference - How to Use Owlery

Where to find it: Settings → Integrations. On the QuickBooks card, click Settings. You can change these in Settings. Changes save automatically and take effect on the next sync.

Import Rules

QuickBooks connections have the shared Import Rules: pause sync, and exclude orders by order number, status, customer, location, and more. QuickBooks syncs Estimates only, so there are no order types to choose.

Routing & Mappings

Owlery value	QuickBooks destination
Carrier or broker profile	Vendor
Order GL code	Freight Item
Accessorial category	Accessorial Item
Accounts payable account	AP account on the freight Purchase Orders Owlery creates

Owlery uses these mappings to create freight Purchase Orders in QuickBooks. Each GL code maps to a QuickBooks Item, which goes on the PO line. Every carrier needs a vendor mapping before Owlery can create its freight Purchase Order.

Built-In Behavior

These aren’t settings. Owlery always:

Syncs Estimates
Matches QuickBooks Customers by display name and Items by SKU
Looks back 30 days on each sync, so a connection paused for longer needs a full sync to catch up