Maintain Accounting Company
Companies can use this screen for linking Ditat to Accounting software.
To access tab: Rate & Pay -> Accounting company
Click here for information on how to use a setup window.
Company Mapping Details
Fields | Description |
Accounting company | Name of the Company that will be synced to QuickBooks. |
Company | Select which of your Ditat companies will be synced with your accounting software. |
Authorized user | Select the Ditat user that will log in to Ditat to run the sync. |
Integration type | Select if you want to Integrate with QuickBooks Online, QuickBooks Desktop, or SAP Business One. |
QuickBooks company file path | If you chose QuickBooks Desktop then you will need to enter the path for the QuickBooks company that you will be syncing. |
Link with QuickBooks Online | If you chose QuickBooks Online then this option will be available. This will open the Web Browser so you can log in to the QB online account. |
Get QB Web Connector config | If you chose QuickBooks Desktop then this option will be available. This will allow you to save the file that will be added into the Web Connector. |
Status Reporting
Field | Description |
Send to group | Select the group that will get notified when the QB sync happens. |
Details | Select the details that will show on the report that gets sent when the sync runs. Choose between Details, Errors Only, Errors and Warnings. |
Default AR Accounts/AP Accounts for settlement data
Field | Description |
Invoices | Select the AR account from the list that Invoices should be linked to. |
Company drivers | Select the AP account from the list that Company Driver's settlements should be linked to. |
Leased drivers | Select the AP account from the list that Leased Driver's settlements should be linked to. |
Carriers | Select the AP account from the list that Carrier's settlements should be linked to. |
Options
Field | Description |
|---|---|
Use carrier invoice as vendor bill number | Select this box if you would like your vendor bill number in your accounting software to match the carrier invoice number from the trip. |
Export vendor primary email address | Select this option if you’d like to export the vendor (carrier) primary email address. If this box is not selected the “Pay to” email address will be used. |
Export AP data | Select this box if you wish to export Accounts Payable data to your accounting software. Leave unchecked if you do not want to export this data. |
Export AR data | Select this box if you wish to export Accounts Receivable data to your accounting software. Leave unchecked if you do not want to export this data. |
Invoices paid up to | This option can be used to show Invoices that are older than a date have been paid, this was added to help with Invoices that historical payment data is not available. (This will not update the invoice status in your accounting company, only inside the Ditat TMS) |
Mapping
Here you will map your accounts receivables and accounts payables. The payment, expense, advance, and deduction type on the left is the type used in Ditat. The mapped item is where you want the Ditat type to go in QuickBooks. (You will need to run a sync first to pull in the types from your QuickBooks account)