--- title: How to Set Up QuickBooks Integration with MVMNT description: How to Set Up QuickBooks Integration with MVMNT --- [Skip to content](https://help.mvmnt.io/how-to-set-up-quickbooks-integration-with-mvmnt#main-content) English Show submenu for translations [More support](https://help.mvmnt.io/kb-tickets/new?hsLang=en) [![Logo\_4f260a0737](https://help.mvmnt.io/hubfs/Logo_4f260a0737.svg)](https://mvmnt.io/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.mvmnt.io/kb-tickets/new) - [Login to TMS](https://tms.mvmnt.io/) [Login to TMS](https://tms.mvmnt.io/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [MVMNT | Help Center](https://help.mvmnt.io/?hsLang=en) 2. [Tracking Financials](https://help.mvmnt.io/tracking-financials?hsLang=en) # How to Set Up QuickBooks Integration with MVMNT ## How to Set Up QuickBooks Integration with MVMNT Integrating QuickBooks Online (QBO) with MVMNT streamlines your accounting process, ensuring seamless financial management. Here’s a simple guide to get you started. ### **Step 1: Enable QuickBooks Integration in MVMNT** - Go to the "My Brokerage" section in MVMNT. - Under the "Settings" tab, navigate to "QuickBooks Online" ![Untitled (77)](https://help.mvmnt.io/hs-fs/hubfs/Untitled%20(77).png?width=688&height=351&name=Untitled%20(77).png) - Click "Connect to Quickbooks" where you will then be prompted to enter Integration Details. - You’ll need to provide your QuickBooks "Client ID," "Client Secret," and "Realm ID." Not sure where to find these?[Follow this QuickBooks guide](https://developer.intuit.com/app/developer/qbo/docs/learn/learn-basic-field-definitions). ![Untitled (78)](https://help.mvmnt.io/hs-fs/hubfs/Untitled%20(78).jpeg?width=688&height=351&name=Untitled%20(78).jpeg) ### **Step 2: Map Your MVMNT Charge Codes to QuickBooks Items** - Carefully link each MVMNT charge code with the corresponding item in your QuickBooks account to ensure accurate financial tracking. ![Untitled (79)](https://help.mvmnt.io/hs-fs/hubfs/Untitled%20(79).jpeg?width=688&height=358&name=Untitled%20(79).jpeg) ![Untitled (80)](https://help.mvmnt.io/hs-fs/hubfs/Untitled%20(80).jpeg?width=688&height=456&name=Untitled%20(80).jpeg) ### **Step 4: Set Up Shipment ID in QuickBooks** - Navigate to the setting icon in the upper left of QuickBooks - In the drop down, choose 'Custom Fields and Lists' - Add a new custom field and label in 'Shipment ID' - In the data type option choose 'text' - in the final step, select 'bill'; 'invoice'; and 'expense' This will enable you to search records in QBO using your MVMNT Shipment ID ### **Step 3: Manage Your Contacts** #### **Shippers as Customers** - First Invoice Creation: When you invoice a shipper for the first time, they automatically become a “Customer” in QuickBooks. - Linking Existing Customers: Already have the shipper in QuickBooks? Simply link them in the “MVMNT Customer Profile” to avoid duplicates. ![Untitled (81)](https://help.mvmnt.io/hs-fs/hubfs/Untitled%20(81).png?width=688&height=457&name=Untitled%20(81).png) #### **Carriers and Vendors as Vendors** - First Payment: Upon making a payment to a carrier or vendor for the first time, they are added as a “Vendor” in QuickBooks. - Linking Existing Vendors: If they're already in QuickBooks, just link them in the “MVMNT Carrier Profile” to avoid duplicates. ![Untitled (82)](https://help.mvmnt.io/hs-fs/hubfs/Untitled%20(82).png?width=688&height=459&name=Untitled%20(82).png) ### **Step 4: Handling Accounts Payable (AP) and Receivable (AR)** #### **Accounts Payable** - Invoice to Bill: An AP Invoice in MVMNT becomes a Bill in QuickBooks. - Payment Recording: Once the bill is paid in QuickBooks, MVMNT records the payment, updating the AP status to "Paid." ![Untitled (83)](https://help.mvmnt.io/hs-fs/hubfs/Untitled%20(83).png?width=688&height=351&name=Untitled%20(83).png) #### **Accounts Receivable** - Invoice Creation: An AR Invoice in MVMNT translates into an Invoice in QuickBooks. - Credit Memos: An invoice with a negative total becomes a Credit Memo in QuickBooks. - Payment Application: Applying payment in QuickBooks records the payment in MVMNT, updating the invoice status accordingly. [![Untitled (84)](https://help.mvmnt.io/hs-fs/hubfs/Untitled%20(84).png?width=688&height=351&name=Untitled%20(84).png)](https://downloads.intercomcdn.com/i/o/975652863/9ddf606b67d5e12345a681ae/AR+image.jpg?expires=1738389600&signature=00e2e5579258b8dcd07051bcb197e3527273217fbbdea3769a603181e0137a6d&req=fSciEMx8lYdcFb4V1XW4gZ9NnfQaA7JAbB9K0qVBrROFnvaSbNvp6zXOZkrJ%0AbdGvifbQshp6vef%2FsHTazjUtTQ%3D%3D%0A) This guide should simplify the process of integrating QuickBooks with MVMNT for your brokerage. If you have any questions or need further assistance, don’t hesitate to reach out for support. - [Getting Started](https://help.mvmnt.io/getting-started?hsLang=en#main-content) - [Integrations](https://help.mvmnt.io/getting-started?hsLang=en#integrations) - [Organization Settings](https://help.mvmnt.io/getting-started?hsLang=en#organization-settings) - [Brokerage Basics](https://help.mvmnt.io/brokerage-basics?hsLang=en) - [Tracking Financials](https://help.mvmnt.io/tracking-financials?hsLang=en) - [Load Board Posting Guide](https://help.mvmnt.io/load-board-posting-guide?hsLang=en) - [Integrations](https://help.mvmnt.io/integrations?hsLang=en#main-content) - [Integration Walkthrough](https://help.mvmnt.io/integrations?hsLang=en#integration-walkthrough) - [Features](https://help.mvmnt.io/features?hsLang=en#main-content) - [Commission](https://help.mvmnt.io/features?hsLang=en#commission) [![mvmnt\_logo\_black\_77cb40472e](https://help.mvmnt.io/hubfs/mvmnt_logo_black_77cb40472e.svg "mvmnt_logo_black_77cb40472e")](https://mvmnt.io) [support@mvmnt.io](mailto:support@mvmnt.io) [mailto:support@mvmnt.io](mailto:support@mvmnt.io) Copyright © 2026, The MVMNT Group Inc.