Integrating QuickBooks with TrakOp – A Complete Guide

April 9, 2025

About 26.56 million businesses are using QuickBooks Desktop in the United States, and 5.3 million use QuickBooks Online. This made integrating QuickBooks and TrakOp crucial for us. Most delivery management software solutions do not offer QuickBooks integrations.

This blog discusses QuickBooks online Integration with TrakOp.

What is TrakOp?

TrakOp is an end-to-end SaaS-based delivery management software that works on a scheduled delivery model. It is a sales and distribution system that helps automate and optimize your order-to-cash cycle. TrakOp offers multiple integrated modules that streamline the entire delivery process, ensuring timely and accurate doorstep deliveries.

The system supports multiple third-party integrations, including accounting software, payment gateways, marketing automation integrations, and customer relationship management systems. Here we’ll explore integrating QuickBooks, an accounting software, with TrakOp, a delivery management software.

What is QuickBooks?

QuickBooks is one of the most popular accounting software solutions designed for small and medium-sized businesses to manage their finances efficiently. It offers advanced tools for invoicing, expense tracking, payroll, inventory, tax filing, and financial reporting.

There are various versions of QuickBooks:

QuickBooks Online – It is a cloud-based version that allows accessing the account from anywhere.
Quickbooks Desktop – It is a locally installed version with more advanced features.
QuickBooks Self-Employed – It is a tailored version specifically for freelancers and sole proprietors.

Note* We focus on integrating QuickBooks Online with TrakOp.

What is QuickBooks used for?

QuickBooks offers a user-friendly interface, automation features, and real-time custom dashboards to help businesses stay on top of their financial health, make informed decisions, and ensure tax compliance. It simplifies and automates everyday financial and accounting tasks for businesses. Here is what businesses use QuickBooks for:

Invoicing and billing

The system creates and sends professional invoices. You can set up recurring invoices, which is great for subscription businesses. QuickBooks enables you to track payments and overdue balances.

Expense tracking

Record and categorize expenses for tax deductions. You can link your bank account and credit card for real-time expense details. The system allows you to upload receipts and match them with transactions.

Financial reporting

The system can generate profit and loss statements, balance sheets, and cash reports. Get real-time financial data for informed decision-making.

Tax management

QuickBooks offers features to auto-calculate sales tax and organize records for easy tax filing. The system enables you to work directly with your accountants.

Bank reconciliation

Match bank transactions with internal records. Identify and address the discrepancies promptly.

Payroll management

Run employee payroll and calculate deductions and taxes.

Inventory tracking

This feature is available in some versions only. You can track stock levels, manage the cost of goods sold, and get low inventory alerts.

Third-party integrations

You can sync QuickBooks with e-commerce platforms, CRM, ERP software, and delivery management systems, like TrakOp, for end-to-end workflow automation.

Benefits of integrating TrakOp with QuickBooks

Integrating QuickBooks with TrakOp helps you streamline operations, improve accuracy, and provide better financial visibility. Benefits of integrating TrakOp with QuickBooks are:

Streamline invoicing and payment process

QuickBooks automates the invoice generation, accelerating the payment cycles, reducing billing errors, and providing real-time payment status tracking. TrakOp seamlessly pushes delivery data — including completed routes and order details — into QuickBooks, triggering automatic invoice creation and eliminating the need for manual data entry or risk of errors.

Accurate and on-time invoicing improves payment processing. The customers receive invoices digitally. Eliminating manual data transfers minimized the chances of data discrepancies between delivery records and invoices. This reduces customer disputes and adjustments.

Enhanced financial visibility

QuickBooks provides a comprehensive picture of your overall business costs. The system generates more detailed and accurate financial reports and analytics, including delivery data, enabling better decision-making. Integrating TrackOp and QuickBooks makes reconciling delivery-related expenses and revenues, saving time and reducing discrepancies.

Improved operational efficiency

Customers using disparate delivery management systems and QuickBooks have to manually upload the data into QuickBooks to generate invoices and use other functionalities. Integrating TrakOp with Quickbooks eliminates manual data transfer and allows automatic, seamless data transfer. The data gets centralized for both systems, making it easier to access and analyze information. Understanding your costs and operational efficiency can help you to allocate resources effectively and reduce delivery expense.

Increased customer service

Integrating data from both platforms allows you to quickly access delivery and financial data to resolve issues efficiently. It improves communication with your customers regarding their orders and invoices.

Time and cost saving

The system automates tasks like invoice generation and data entry, freeing your staff to focus on more strategic tasks. Optimizing routes, reducing errors, and improving efficiency can help you lower your overall operational costs.

Conclusion

Integrating TrakOp with QuickBooks provides a powerful platform that streamlines financial processes, enhances visibility, improves operational efficiency, and contributes to better-informed decisions and increased profitability. Book a demo to see how TrakOp works with QuickBooks and how our integrated delivery solution helps your business.

Hope You Enjoyed the Read!

ravi garg, trakop, founder signature image

Ravi Garg Founder & CEO

He loves to explore. His passion for helping delivery industries in all aspects flows through in the vision he has. In addition to providing smart solution to make delivery process flawless, Ravi also likes to write sometimes to make it easier for people from business industry looking for digital solutions.