Integrations - Quickbooks - How to Delete a Carrier Bill
After an initial Carrier Bill has sync'd to Quickbooks, you can queue EZ Loader to send an update to QB to delete the Carrier Bill.
Below you'll find the requirements and walkthrough describing how to initiate the deletion of a Carrier Bill in Quickbooks when utilizing the integration.
***Important Disclaimers***
- If a Load profile is changed to VOIDED status, EZ Loader will not automatically void or delete the Carrier Bill from QuickBooks.
- Users are responsible for:
- Utilizing the "Void" feature within the Load > Accounting > Carrier > QB Sync button OR
- Manually deleting a Carrier Bill directly in QuickBooks
Requirements:
- The Quickbooks integration must be connected and sync setting checkboxes activated
Within the Settings > Integrations > Quickbooks Integration card, your Integration must be connected and the following checkboxes must be activated:
- Sync Customer Invoices
Sync Carrier (Vendor) Bills
- A Carrier Bill must have already sync'd from EZ Loader to Quickbooks
- Within the Load profile, the Balance Due within the Carrier Rate card must be greater than $0.00
Steps to delete a Carrier Bill in Quickbooks:
Step 1: Verify Carrier Balance Due
- Open the Load in EZ Loader.
Ensure the Balance Due within the Load is greater than $0.00.
Step 2: Mark the Bill as Void in EZ Loader
- Navigate to Load > Accounting > Carrier > QB Sync icon
- Select the “Void” checkbox.
Step 3: Wait for the Next EZ Loader QuickBooks Sync cycle
- The next scheduled sync between EZ Loader and QuickBooks Online (QBO) will automatically delete the Carrier Bill that was previously created in QuickBooks.
- Click Here to Learn about the Quickbooks Click Here to Learn about the Quickbooks Online Sync Cycle
Step 4: Remove or Adjust the Carrier Bill Information
After the delete process completes in QB:
- Go to Load > Accounting > Carrier card
- Remove the “Invoice #” OR ensure the Balance Due is $0.00.
⚠️ Important:
If the Invoice # remains entered and the Balance Due is greater than $0.00, the next QuickBooks sync will recreate the Carrier Bill in QBO
This happens because the Load’s status is not set to VOIDED.
Summary
- Ensure integration and sync settings are active.
- Verify Carrier Balance Due is above $0.00.
- Use the Void checkbox in the Load > Accounting > Carrier > QB Sync icon
- Wait for the next automatic sync cycle to process the void in QuickBooks.
- Remove or zero out the Carrier Invoice # and balances to prevent re-creation of the bill in QB.