This collection includes all articles and guidance for configuring, using, and troubleshooting the QuickBooks Online (QBO) integration. Follow the recommended order to get started or jump to specific topics using the links below.
1. QuickBooks Online: Prerequisites
Purpose: This article outlines the essential configurations and subscription requirements needed within QuickBooks Online before initiating the integration. It covers plan type compatibility (Essentials, Plus, Advanced), Administrative access requirements, Chart of Accounts (COA) preparation, and the impact of closed accounting periods.
2. Connection and Configuration Settings in Alvys
Purpose: This guide walks through the initial OAuth connection process between Alvys and QBO. It explains how to authorize the data-sharing "handshake" and configure critical operational toggles, including Revenue/Expense sync, Driver Bill consolidation logic (Single Bill), Carrier Invoice requirements, and Subsidiary/Fleet mapping to QBO Classes or Locations.
3. Account Mappings (Default & Specific)
Purpose: This article explains how to link Alvys transaction line items to your QuickBooks Chart of Accounts. It details the mandatory default fallback accounts (A/R, A/P, Revenue, Expense) as well as granular, specific mappings for Loads, Trips, Accessorials, E-checks, Deductions, Fuel, Tolls, and Escrow liability accounts.
Article: QuickBooks Online: Account Mappings
4. Transaction Export and Modification Workflow
Purpose: This article details the logic Alvys uses to route data to QBO based on "Invoice As" and "Tender As" fields. It covers how customers and vendors are automatically matched or created in QBO, the workflow for individual and batch invoicing, and the strict protocols for modifying, regenerating, or reverting transactions once they have been exported.
5. Alvys Payment Synchronization
Purpose: This article explains the bidirectional flow of payment data between Alvys and QuickBooks Online. It outlines how manual and factoring-based payments export to QBO and provides guidance on the recommended workflow of recording payments in QBO to allow them to sync back to the TMS.
6. Identifying and Resolving Failed Transactions
Purpose: This troubleshooting guide explains how to manage the export queue using the Error Transactions page. It provides specific resolution steps for common QBO API errors, such as Duplicate Document Numbers (6140), Duplicate Name Conflicts (6240), Invalid Account Types (6430), and Closed Accounting Periods (6200).