Module overview

The accounting module is purpose-built for auto transport — not a generic SMB ledger. Every feature is wired to the operational reality of multi-VIN orders, carrier dispatch, and per-VIN economics.

AR — invoices to dealers, brokers, and end customers
AP — bills payable to carriers, suppliers, and overhead vendors
GL — full chart of accounts with auto-generated journal entries
P&L — month-to-date and year-to-date with lane-level breakdown
Cash flow — 6-month forward projection
Reconciliation — bank statement import + auto-match

QuickBooks Online integration

QBO sync is bidirectional and runs every 60 seconds. What syncs:

Object	Direction	Notes
Invoices	Prevayl → QBO	Created in DRAFT in QBO; you can review before sending
Customer payments	QBO → Prevayl	Auto-applies to matching invoices
Bills (carrier)	Prevayl → QBO	Created from approved AP entries
Bill payments	Prevayl → QBO	Created when carrier payout sent
Customer records	Bidirectional	Master record is whichever was created first
Vendor records	Bidirectional	Master record is whichever was created first
Chart of accounts	QBO → Prevayl	Read-only on Prevayl side; manage in QBO

Connect QBO

Settings → Integrations → QuickBooks Online → Connect. OAuth handshake takes ~30 seconds. Initial sync of historical data runs in the background and typically completes in 5-15 minutes for accounts under 10K records.

Don't double-create. If a customer exists in both systems before connection, the QBO sync will detect duplicates and prompt you to merge. Don't skip this step or you'll end up with duplicate AR records.

Stripe Connect carrier payouts

Carriers can opt into Stripe Connect for next-business-day ACH payout instead of mailed paper checks. Setup:

Connect your Prevayl account to your Stripe account (Settings → Integrations → Stripe)
Enable Connect under your Stripe Dashboard (Standard or Express, your choice)
Carriers complete KYC via the carrier portal (5-10 minutes per carrier)
Once verified, Carrier's next bill payment auto-routes via Stripe ACH

Stripe processing fees are passed through at-cost or absorbed — your choice (Settings → Accounting → Carrier Payment Method).

Factoring integrations

For carriers using factoring, Prevayl supports payment-to-factor routing. Set the carrier's factoring company under Carriers → [name] → Payment Settings. All future bill payments route to the factor instead of the carrier directly.

Currently supported factoring partners: Apex Capital, RTS, OTR, eCapital, TBS. Generic factor support (manual ACH routing) is available for any factoring company.

Data Reporting Engine (DRE)

The Data Reporting Engine lets you build custom reports across the full accounting + operations dataset. 60-metric catalog ships pre-built; you can also write SQL-style queries via the Query Builder.

Common reports already available:

Lane profitability (revenue per VIN per lane, last 90 days)
Customer aging (AR balance by customer, 30/60/90/120+)
Carrier scorecard (on-time, damage rate, dispute rate, margin contribution)
Per-VIN margin
Days sales outstanding (DSO) trend
Revenue per dispatcher

Dispatch Module — BOL → invoice generation
API Reference — programmatic accounting operations
Compliance — broker disclosure invoicing requirements

ACCOUNTING MODULE.