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Export approved Settlements straight to QuickBooks as invoices and bills — no re-entry into your accounting system. Works with QuickBooks Online and QuickBooks Desktop.

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Prerequisites

  • The Company Admin, Biller, or Manager role in Tread.
  • Your QuickBooks administrator sign-in.
  • Pop-ups allowed for the Tread app. The connection window opens as a pop-up.
  • Tread links one accounting account at a time per company.

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Connect your QuickBooks account

One-time setup. Once linked, Tread pulls in your QuickBooks customers, vendors, items, accounts, tax rates, and payment terms.
1

Open the Accounting integration

Go to Settings → Integrations, then click Manage on the Accounting card. Tread connects to QuickBooks through Rutter, an accounting connection service.Integrations page with the Manage button on the Accounting card highlighted
2

Link your account

Click Link account. The connection window opens in a pop-up.Rutter connection pop-up titled Connect with Tread, with a Continue button
3

Authorize Tread

Click Continue, choose your QuickBooks product, and sign in with your QuickBooks administrator credentials. Follow the steps in the dialog.For QuickBooks Desktop, complete these steps on the server or machine where your company file is open.
4

Close the pop-up

At “Authentication Complete!”, close the pop-up. Your connection appears in the table and the first sync starts automatically.Accounting connections table with a QuickBooks connection and its last sync time
The first sync can take several minutes on QuickBooks Online. QuickBooks Desktop syncs when your Web Connector runs — up to a day.
Closed the pop-up too early? The connection row shows Awaiting authorization — click the row to reopen the sign-in and finish.

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Map your Tread records to QuickBooks

Mapping tells Tread which QuickBooks record each Tread record exports to. Exported invoices and bills then land on the right customers, vendors, items, and accounts. Open Settings → Integrations → Accounting → Manage to reach Tread ↔ QuickBooks Mapping. Each tab lists your Tread records, with a dropdown to pick the matching QuickBooks record. Only active QuickBooks records are offered. Use Search and Filters to find unmapped rows. Tread to QuickBooks Mapping page with the Customers, Vendors, Items, Ledger, Tax rates, and Payment terms tabs, a Refresh All Data button, and a New customer button

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Customers

Map each Tread customer to the QuickBooks customer it bills to. Each QuickBooks customer backs exactly one Tread customer. New customer creates one.

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Vendors

Map each Tread Vendor (an account you send dispatches to) to its QuickBooks vendor. Each QuickBooks vendor backs exactly one Tread Vendor. New vendor creates one.

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Items

Items decide which QuickBooks product or service each Settlement line posts to. The tab has two parts: Direct mapping and Item rules. Direct mapping sets one QuickBooks item for each Core line (Freight, Material) and each Add-on. One QuickBooks item can serve several rows. New add-on creates one. Items tab on Direct mapping, with Freight and Material core lines and add-ons, each with a Select from QuickBooks dropdown Item rules is an advanced mapping feature. Use it when one item per line type isn’t enough — for example, a different freight item per project or material. Tread reads your QuickBooks items and your instructions, then picks the right item for each line for you.
1

Open Item rules

On the Items tab, click Item rules. Pick Receivables (Invoices) · all customers or Payables (Bills) · all vendors.
2

Describe your rules

Under Freight lines, Material lines, and Add-on lines, write in plain words how each line maps to a QuickBooks item. Leave a box blank to use Direct mapping for those lines.
3

Let AI draft a rule

Click Suggest. Tread’s AI drafts a rule from your QuickBooks items and recent Settlement lines. It shows why it chose the rule and how it did on recent lines. Click Use this to keep it, or Dismiss.
4

Save

Click Save. Save only saves the side you’re on, so save Receivables and Payables separately.Item rules sub-tab with the Suggest button on Freight lines highlighted
Tread picks an item for each line in this order:
  1. Your Item rules, when they cover that line.
  2. Direct mapping.
  3. Left blank on the Settlement, showing Select item…, for you to pick.
When you open a Settlement with a line that has no item, Tread matches items for you. A sparkle icon marks each item AI picked, with its confidence (High, Medium, or Low). Use the dropdown to change any item before you export. Changed your rules? Click Re-run AI matching on the Settlement to apply them, or Find a match with AI on a single line.
Don’t see Item rules? Ask your Tread representative to turn it on for your company.

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Ledger

Map Accounts Receivable (customer invoices) and Accounts Payable (vendor bills). One account each. The account used for one isn’t offered for the other.

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Tax rates

Map each Tread tax rate schedule to a QuickBooks tax rate. Each QuickBooks tax rate backs exactly one schedule.

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Payment terms

Map each Tread payment term to a QuickBooks term. Only QuickBooks terms due a fixed number of days can be mapped. Each backs exactly one Tread term. Payment terms tab listing Tread payment terms with their due days and a QuickBooks payment term dropdown for each
Added records in QuickBooks? Click Refresh All Data, then map the new rows. The Last Sync time shows when Tread last pulled from QuickBooks.
Disconnecting deletes every mapping. After reconnecting you redo all customer, vendor, item, ledger, tax rate, and payment term mapping.

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Export settings

Open More → Advanced Configuration on the mapping page. Configuration page under More, with the Service date checkbox highlighted
  • Invoice and bill numbers — check this to leave the QuickBooks Invoice No. / Bill No. blank. Tread puts the Settlement ID in the memo instead.
  • Service date — check this to fill the QuickBooks service date on each invoice line with the job date. Leave it unchecked to export without a service date. Turn on Service date in QuickBooks first (Settings → Account and settings → Sales). Applies to invoices only — QuickBooks bills have no service date.
  • Line item description — choose which details appear in the description of each freight and material line, and in what order.
Set up line descriptions separately for Receivables (Invoices) and Payables (Bills). Click Edit, select the fields you want, drag them into order, then Save. The preview shows a sample line itemized by load or by job. Line item description settings with Receivables and Payables tabs, the default fields in order, and a preview of a sample invoice line Available fields: Service date, Tread job ID, Ticket number(s), Truck, Material, Order PO, Project name, Sites, Driver, Delivered quantity, and Pay time (for hourly jobs). The default is Service date, Tread job ID, Ticket number(s), Truck, Material. Click Reset to default to return to it. Add-on lines, such as a fuel surcharge, keep their name-only description.

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Export Settlements to QuickBooks

Customer Settlements export as invoices. Vendor Settlements export as bills. Driver Settlements can’t be exported to QuickBooks. Only approved or paid Settlements can be exported, and each one exports once.

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Export one Settlement

1

Open Settlements

Go to Approvals → Receivables (or Payables) → Settlements. Approve a pending Settlement first.
2

Click Export

Click Export on the Settlement row.Settlement row with the Export button in the Actions column
3

Confirm the export

Check the Settlement ID, customer, and total in the Export to Accounting System dialog, then click Export.Export to Accounting System dialog with the Settlement ID, customer, and total
4

Watch the Exported column

It updates as QuickBooks accepts the document.

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Export in bulk

Export up to 100 Settlements at once.
1

Select Settlements

In Approvals → Receivables (or Payables) → Settlements, check the box on each Settlement you want to export.
2

Click Export

Click Export in the bar at the bottom of the page.Settlements list with three Settlements selected and the Export button in the bottom selection bar highlighted
3

Confirm the export

The dialog lists the Settlements that will export. If some selected Settlements can’t be exported — not approved, already exported, or Driver Settlements — a warning says how many will be skipped. Click Export.Export to Accounting System dialog listing three Settlements with their customer and total
4

Check the results

A message shows how many exported, and how many were skipped because they were already exported or still in progress. If any failed, click View details to see why. Each row’s Exported column updates as QuickBooks accepts it.

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Reading the Exported column

The QuickBooks invoice or bill number is the Settlement ID, unless you moved it to the memo in export settings. Each line posts against your mapped items, with the description you set in export settings. Example QuickBooks invoice exported from Tread

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FAQ

Almost always one of these. Fix the cause, then click Export again.
  1. The QuickBooks connection hasn’t finished syncing yet. Check the Last Sync time on the mapping page.
  2. The Settlement isn’t approved yet. Approve it first.
  3. The customer or Vendor isn’t mapped (Customers or Vendors tab).
  4. A line has no QuickBooks item. Map Freight, Material, or the add-on (Items tab), or pick an item on any line that still shows Select item….
  5. Accounts Receivable or Accounts Payable isn’t mapped (Ledger tab).
  6. A tax rate schedule isn’t mapped (Tax rates tab), or a line uses a typed tax percentage instead of a mapped schedule. A typed percentage won’t export. Map the schedule, apply it to the line, then export again.
  7. The Settlement was already exported. Exports are one-time.
  8. An item isn’t set up correctly in QuickBooks. In QuickBooks Products and Services, items used on invoices need “I sell this product/service to my customers” checked. Items used on bills need “I purchase this product/service from a vendor” checked.
QuickBooks item settings with the sell-to-customers and purchase-from-vendor checkboxes highlighted
Yes. Before a retry, Tread checks whether the invoice or bill already reached QuickBooks, so you never get a duplicate.
Yes. In More → Advanced Configuration, check Leave invoice and bill numbers blank in QuickBooks. Tread adds the Settlement ID to the memo so you can still match each record.
The payment term isn’t mapped. Map each Tread payment term on the Payment terms tab. The term and due date then export with the invoice or bill.
Check Service date in More → Advanced Configuration, and turn on Service date in QuickBooks Sales settings. It applies to Settlements exported after you turn it on. Bills and add-on lines have no service date.
Service date is checked and also included in your line item description. Remove it from one of them.
Up to 100. Select fewer if the dialog says you’re over the limit.
No. Only customer Settlements (as invoices) and Vendor Settlements (as bills) export to QuickBooks.
No Item rule or Direct mapping covered that line, so it shows Select item… and the Settlement says how many lines need a QuickBooks item. Pick one from the dropdown, then export. To fix it for future lines, add an Item rule or a Direct mapping.
Still stuck? Contact your Tread representative with the Settlement ID and the exact message you saw.