Connect FleetPanda’s Fuel Dispatch System To Your QuickBooks BackOffice

FleetPanda connects with both Quickbooks Online and QuickBooks
Desktop. With this integration:

FleetPanda connects with both Quickbooks Online and QuickBooks Desktop. With this integration:

FleetPanda connects with both Quickbooks Online and QuickBooks
Desktop. With this integration:

Keep your dispatch and accounting teams in sync automatically so they can

move faster

Keep your dispatch and accounting teams in sync automatically so they can

move faster

Keep your dispatch and accounting teams in sync automatically so they can move faster

No more double/triple data entry or pen and paper

Achieve same-day invoicing

No more human errors or mistakes in invoicing

Book a call today and see for yourself

Watch our customer, Carl from Moffitt Services talk about the results they’ve seen after integrating their dispatch and back-office systems.

Carl Kleimann

Owner/Partner

How it Works

This integration is done via PandaBridge. Pandabridge is a bridge app between QuickBooks and FleetPanda. It fetches customer and ShipTo information from QuickBooks and pushes it to FleetPanda. Similarly it fetches all the Purchase and Sales Orders from FleetPanda and sends it over to QuickBooks for the accountants to create and send invoices to your customers.

Real time sales order and purchase order sync

All the Delivery ticket data (Sales Order) like Customer Name, location, assets, Product, gallons delivered and so on are automatically sent to the back-office system.

Similarly all the BOL data (Purchase Order) like vendor/supplier, terminal, BOL number and image, product, gallons loaded and so on are synced with the back-office.

This way, the accounting team can prepare invoices and get the out the door before the driver even comes out of the premises.

Credit Check

This is also possible with the FleetPanda and QuickBooks sync – if a customer’s credit goes above the predetermined threshold, order will not be created and will appear with a Blocked Status.

One of the things we were spending a lot of time as a company doing was credit management. At the time we implemented FleetPanda, we were probably doing 150 deliveries a day and all 150 orders went to our credit department to determine. Which customers were in good standing and which ones were not. We knew we needed a way to automate that somewhat. And so we went to FleetPanda and started working together to find a way that it could integrate with our back office system to actually automate that.

So today, FleetPanda looks into our accounting system and identifies any customers that are beyond 30 days behind their terms. So if you’re a 30 day term customer, you have a 61 day old invoice.

Even if it’s just one, you go straight to the credit department. If your credit limit is $100,000 and you’re above that credit threshold by more than 90 percent meaning more than 90,000, you go straight to the credit department. So our credit department now spends their day really just looking at the 15 or 20 customers or orders and not sifting through now 250 a day trying to find those.

Carl Kleimann,

Owner/Partner

Carl Kleimann,

Owner/Partner

Pricing Sync

With the Pricing module, fuel pricing and customer margins can also be accessed via API synced to Quickbooks automatically for accounting teams. This way, the back-office team doesn’t need to rummage through multiple spreadsheets containing customer contracts and the day’s fuel pricing to create every invoice.