Quickbooks Integration
Problems
Quickbooks needs to reconnect after Zuum product releases
Exporting multiple invoices/bills at the same time
Invoicing
Current Invoicing Process
Filters shipments menu for loads “to be billed”
Selects a load
Goes to the invoices section and searches for that load number
Selects “email invoice” and goes through flow
Invoice is sent, and aging begins
Clicks on “export invoice to quickbooks”
Chooses to export invoice
Invoice is exported to quickbooks online
When customer pays, user goes to quickbooks and enters payment info
Then goes back to Zuum and enters payment info (only thing that is missing is the “deposit to” account
Needs
When user applies payment received in Zuum, need it to transfer the data into quickbooks, especially for batch payments
Deposit Accounts:
Need to apply payments to a deposit account (chase or “undeposited” for checks)
If ACH, choose primary checking account
if Check, choose undeposited funds
if Stripe, TBD
Billing
Current Billing Process
Gets invoice from carrier via email
Uploads invoice to load
Creates a bill in Zuum
Straight after uploading POD
This process automatically enters the bill info into the form; or
goes to “bills”
Creates new bill
Export to quickbooks from “Bills” section
Bill is now in quickbooks
When time to pay
Goes to Bills
Selects “Record a bill as paid”
Need: Option to issue payment directly from chase
If so, automate confirmation emails to necessary parties
Goes to chase and issues payment
Emails to trucking company and factoring with confirmation of payment
Needs
Modal asking whether to export invoice to quickbooks after invoice is generated after upload POD (step 3a)
Mark bills “paid” and send into quickbooks, especially batches
Option to select Payee (direct/factoring)
Option to issue payment directly from chase
If so, automate confirmation emails to necessary parties
Trigger payments to carriers (through chase) from Zuum (see Pay Bill Through ACH button in “Bills”)
Aggregate batch payments to factoring companies that are for multiple accounts/invoices, and to be able to generate a list that breaks down each account/payment within that batch (Chris Son may have some designs for payments/batch payments)
Problem
When making payments to a factoring company, there might be one lump sum that covers multiple different carrier bills (different carriers). Want to be able to quickly apply the payments to each carrier’s account, even though the factoring company only provides one reference number.