Welcome to the Logistik Technologies wiki. This documents all of the features of the Logistik Courier software package.

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Thank you for choosing Logistik Technologies as your courier software solution!

Quickbooks Exporting

Logistik Courier has a convenient utility to export all of your orders to Quickbooks Desktop. To get started, please download the Quickbooks Export tool here

Exporting orders to Quickbooks

Before you begin using the Quickbooks exporter you'll need to give the Logistik Quickbooks Export tool permission to access your Quickbooks file. To do this follow these instructions:

  1. Open up your Quickbooks Company File, logging in as an Administrator. If you are not logged in as an Administrator you will not be able to make the necessary settings changes.
  2. Next from the top menu, choose Edit, then Preferences.
  3. Within Preferences select Integrated Applications from the list on the left-hand side & the Company Preferences tab at the top.
  4. Make sure there is a check-mark next to Logistik Courier to allow access.
  5. Select Logistik Courier & click the Properties button to the right. It will then open up to Access Rights which should be set as follows.
    1. Check “Allow this application to read and modify this company file”
    2. Check “Allow this application to login automatically”
  6. For the “Login as:” choose the Quickbooks user that will be using the Logistik QB-Tool, then click “OK”.

Quickbooks should now be prepared to communicate with the Logistik QB Tool.

After you've installed the Quickbooks Export tool:

  1. Enter your Company Login URL, username, and password.
  2. Click Login

At this point you'll be presented with a list of the invoices that you've already generated.

Generating an invoice for a single customer

Our Exporting tool allows you to generate invoices individually, or generate invoices in a batch. We'll cover how to invoice for a single customer in this section.

  1. Begin by clicking “Invoice a Customer”
  2. Select the customer you wish to invoice
  3. Select the time period this invoice will be for
  4. Review the orders that are to be included in this invoice
  5. Check the box indicating that you've reviewed the invoice and it looks correct
    If your customer requires that each order be billed to a separate invoice, check the “Create Separate Invoice/Order” box.
  6. Click “Create”, and then click “Yes”

Generating multiple invoices simultaneously

In addition to creating invoices for a single customer, our Export tool allows you to generate invoices for multiple customers simultaneously.

  1. Begin by clicking “Batch Invoice”
  2. Select your Billing Group by typing the name of the group in the “Billing Group” field
  3. Select the time period these invoices will be for
  4. Select which customers you wish to generate invoices for (By default, and customers with orders that haven't been invoiced will be selected)
    Please note: With the batch invoice tool, you aren't able to view individual orders that will be invoiced.
  5. Review the customers you have selected, and check the box indicating that the invoices look correct
  6. Click “Create”, and then click “Yes”

Exporting created invoices

After you've created the invoices, you'll need to then export the new invoices to Quickbooks. To do this:

  1. Begin by selecting the new invoices (selected orders will appear blue)
  2. Choose how you will be sending these invoices to your customer (emailed, printed, or both)
  3. Click “Perform Export”

Upon clicking “Perform Export” the software will run through the process of exporting the selected invoices to Quickbooks. When this is finished, the newly generated invoices should have a check mark next to them indicating that they have been exported successfully.