Owlery learns how your Customers, Items, Estimates, Vendors, accounts, and accessorials relate. You map carriers, GL codes, and accessorials in Settings.
Settings → Integrations
Three Parts of the Integration
Reading Data
Sync Estimates and Items from QuickBooks automatically.
Writing Back
Create or update Estimates and freight Purchase Orders, plus review the specialized invoice workflow.
Configuration Reference
Change what syncs and how Owlery reads your data in Settings.
Getting Started
1
Connect
A QuickBooks administrator connects QuickBooks Online to Owlery. The administrator selects the company and approves access; Owlery handles the credentials from there.
2
Share representative records
Share examples of the Estimates, Items, Vendors, Purchase Orders, or Invoices relevant to your selected workflow.
3
Choose what syncs
On the QuickBooks card, click Settings. Add Import Rules for orders you don’t want in Owlery. On Routing & Mappings, map each carrier to its QuickBooks vendor, your GL codes and accessorials to QuickBooks items, and pick your accounts payable account.
4
Go live
Owlery validates the agreed scenarios, enables the workflow, and monitors the first records.