Stephanie Gibbons

Question: Can I upload my own BOL/documents into the software and send them to the customer with the invoice? Answer: Yes, on the Pro version, once the trip has been created, you can click on Loads...

Question: My driver paid for my fuel. How do I enter it within the trip to deduct it from the driver settlement?   Answer: When adding the trip, you will click Add Fuel Expense. Enter the date of t...

Question: How do I enter quick payments/factoring fees? Answer: On the Pro version, once the invoice has been created, you will click Enter Payment from the Invoice page. Toward the bottom, you wil...

Question: Does TruckingOffice export to desktop QuickBooks AND online Quickbooks? Answer: Yes! The difference is that with desktop quickbooks, you can export addresses, customers, vendors, and load...

Question: How do I add a partial load to an existing trip that I've created? Answer: In the Pro version, you would add the planned load for the partial first, then click on Trips, click View on the...

Question: How can I see which customer I am earning the most money with?   Answer: on the Pro version, on the right side of the dashboard page, there is a Customer Report. It can be generated from ...

Tips and Tricks for importing fuel expenses in Pro:   Make sure to download the Sample file. You will click on Expenses in the top black navigation bar, then click Import Fuel Expenses. Files can...

Question: How do I add a quick payment/factoring fee on the PRO account? Answer: Once you've invoiced your trip, you will need to click on "trips" in the top black navigation bar. You will see a li...

Question: Can I edit my trip after I've created an invoice? If you are on our PRO account, you can still edit the information that goes into the trip section (driver, driver accessory fees, driver ...

Question: How do I enter trips on the Pro account? Answer: If you are on our Pro account, you will start under the Load Planner section in the top black navigation bar. From there, you will click ...