All of these features are directly tied to our management of the company’s P&L and Balance Sheet. We use Gusto for applicant tracking, onboarding, offboarding, HR documentation, and expense tracking. We were using Gusto’s benefit brokerage, FSA, and COBRA options as well, but we recently changed to our own broker in March 2024.
From load planning to dispatch in a just few clicks
TruckLogics even offers several reporting options, from year-end taxes to equipment maintenance and insurance tracking. Truckbase is a trucking management software designed for small to midsized carriers, focusing on dispatch operations and financial management. It offers tools for real-time tracking, invoicing, and driver settlements, making it ideal for carriers looking to enhance operational efficiency. That said, trucking businesses already using or planning to use QuickBooks Online can enhance their operations by integrating it with dedicated trucking software.
From here, syncing the data to QuickBooks (Online or Desktop) is easy, and you can close your books with a single click. Toro ensures that all charge types align with QuickBooks items and are mapped to the correct general ledger, so no additional categorization is needed within QuickBooks. In Toro, invoices are automatically prepopulated with key details like PO numbers, BOL references, and pick-up/drop-off locations—all you need to do is click “Create invoices”.
With Gusto, you can input additional employee earnings like per-diem for meals, bonuses, and commission payouts. 📞 Book a Demo TodaySee how Strategy Systems can transform the way your business runs. Enter the dispatch into TruckingOffice and when the invoice is created, you can send that directly to QuickBooks.
- Using QuickBooks as your main accounting platform as a trucking company can be done, but it won’t be easy.
- Drew currently works as the Financial Controller for Black & White Zebra, leading the finance department for the company.
- The ELD allows drivers to receive trip info, update the status of the load, upload expense receipts, mark loads as “delivered,” and upload documents.
It offers the flexibility to pay employees and contractors via checks or direct deposit using methods like hourly rates, fixed salaries, mileage, or revenue percentages. The notable weakness of QuickBooks Online is customer service, even with the added support from the RLS integration. The Plus and lower plans don’t allow you to place a phone call to an agent directly, which is something you can do with other providers like Tailwind TMS and Zoho Books. I have several years of experience in accounting software evaluation and providing small businesses with reliable, expert insights. In Rigbooks, you enter your loads, dispatch them to your drivers, invoice them, and generate payroll for your drivers. The last three only need a couple clicks each, because you can use the information you’ve already entered before.
As a QuickBooks ProAdvisor, Mark has extensive knowledge of QuickBooks products, allowing him to create valuable content that educates businesses on maximizing the benefits of the software. It depends on the complexity of the integrated software and the setup process. While some integrations are easy to set up and use, more advanced solutions require training to fully understand the integrated features.
The Only Trucking Accounting Software You Need
The financial health of a trucking company, especially smaller and mid-sized ones, hinges on its ability to monitor and manage cash flow effectively. QuickBooks, a leading accounting software, emerges as a powerful tool in this regard, offering trucking companies a comprehensive solution to enhance their cash flow management. Q7 is a trucking management software designed for businesses that require advanced dispatch and accounting solutions. It caters to companies that need to manage dispatch operations, accounting, and compliance efficiently. Patriot is an accounting software designed for small businesses, focusing on payroll and financial management. It assists users with payroll processing, tax filing, and expense tracking, making it suitable for businesses looking to simplify their accounting tasks.
These profiles clearly show how each driver is paid—by hour, mile, or load—streamlining payroll and reporting. Drivers don’t want to have to download an app or sign in to a portal to receive load instructions or upload documentation. If drivers aren’t using your TMS, it’s not very useful for your dispatch or back-office teams either, as they’ll still need to manually re-enter all of the ticket information.
Is QuickBooks good for trucking companies?
The message also includes a unique link where drivers can upload digital copies of any documentation, such as bills of lading (BOL) or scale tickets. All drivers have to do is click on the link, take a photo of the document, and click “submit”. Plus, unlike many other TMSs, Toro integrates with both QuickBooks Online and QuickBooks Desktop, making it easy to sync your accounts no matter which software edition you use. Integrating your TMS with QuickBooks ensures that such documents are seamlessly attached and registered in both systems. Inversely, QuickBooks doesn’t meet all the flexibility that a carrier TMS provides. It’s essential to choose a TMS that can integrate with QuickBooks without compromising on flexibility to meet your unique business needs.
Though if you aren’t familiar with it and accounting terms, there’s quite a bit you’ll need to learn about it. But there’s a lot of things in your trucking business that QuickBooks can’t help you with. We spend all day researching the ever changing landscape of HR and recruiting software. Our buyer guides are meant to save you time and money as you look to buy new tools for your organization.
Only pay for the features you need
Our selection process also prioritized tools boasting a contemporary user experience (UX) and streamlined workflows that effortlessly guide both payroll managers and trucking business owners. To gain deeper insights into our methodology, delve into our comprehensive criteria for evaluating HR tech vendors. The best trucking payroll software, tested by in-house HR tech experts at SSR. Find pricing info, feature breakdowns, advice on product demos and more below. Ensuring accurate and timely data entry into QuickBooks is crucial for reliable financial insights and effective cash flow management.
Axon Software
- The good news is that accountants are often already familiar with QuickBooks, so if you plan to outsource accounting, the transition will be smooth.
- Truckbase offers direct integration for QuickBooks Online and export functionalities for Desktop, ensuring your current accounting setup is supported and synchronized.
- The message also includes a unique link where drivers can upload digital copies of any documentation, such as bills of lading (BOL) or scale tickets.
Overall, Rigbooks is a good option if you’re looking for a way to reduce costs and increase profits by the mile. Though they have a separate monthly cost, you’ll need to purchase both the TMS and ELD to get the most out of the software. Shoeboxed integrates with a variety of software including Xero, Wave, ScanSnap, One Price Taxes, HP printers, and more. When you approve the summary, Shoeboxed will generate a quickbooks trucking receipt with your trip information, including a photo of your route on the map, and auto-categorize it under the mileage category. At the end of a trip, Shoeboxed creates a summary that includes the date, editable mileage and trip name, and your tax deductible and rate information. Shoeboxed also has a free built-in mileage tracker that starts and stops tracking with a simple click.
Before we dive into QuickBooks’ drawbacks, let’s discuss how QuickBooks Online can benefit small businesses in the trucking industry. We checked the availability of different customer support options, including phone support, email, and live chat. While it has great customer support, I deducted a few points because its network of Zoho Advisors is not that extensive, especially when compared with QuickBooks Online’s ProAdvisor network. Also, the dashboard is not that organized, and that cost Zoho Books points in my evaluation. Some features are concealed within one another, making the tool a bit difficult to navigate.
Their trucking software features includes a driver mobile app, a billing module, carrier functionalities, maintenance management, an IFTA add-on, and brokerage. While it’s not the most modern-looking solution out there, Axon Software is notable for its real-time approach to the handling of trucking data. Information entered into the system automatically updates your dispatch, driver pay, fuel management, fleet maintenance, accounting, routing, and billing.