Prepare QuickBooks for Screen Mode

This page is for users of:

• QuickBooks Basic Edition: Any year version 2001-2006

• QuickBooks Pro: 2001

• QuickBooks Pro / Enterprise 2002-2006 who enter ship to addresses on the invoice or sales order screen

Setup Steps:

1. Go into ShipRush Settings

2. Select your QuickBooks version from the list:

1. QuickBooks 2001 (any 'flavor' of QuickBooks)

2. QuickBooks 2002-2005 Basic Edition

3. If running QuickBooks 2002-2006 Pro / Premiere / Enterprise, select "Use Invoice / Sales Order - Hybrid Mode"

3. Optional: Set up QuickBooks for Write Back operation.

4. Done!

QuickBooks should prompt you to 'Allow ShipRush as an integrated application.'

Note that you must be logged into QuickBooks in single user mode as the QuickBooks 'Admin' user (not an admin-equivalent, but the actual 'Admin' user). Only in this way will ShipRush be given permission to access the QuickBooks system. Once added as 'Admin' any and all users can use ShipRush with QuickBooks.

Optional: Modify QuickBooks Templates

In earlier versions of ShipRush, this step was required. Starting with ShipRush builds 1080 and higher this step is now optional. The benefit is quicker ShipRush popup time in some cases.

The first step is to open the invoice template to customize it.  (The steps for this vary slightly based on the version of QuickBooks you run.)  Usually you can select Lists | Templates and then double click on the invoice (or sales transaction) template you want to modify.

In the Customize Invoice screen, go to the Header tab, and set it as shown below:

The Ship To can be optionally set to also print (it must be set for screen)

Note the &3 and &4!

Now when you open an existing invoice, or create a new invoice, the screen should look similar to this:

You are now ready to use ShipRush with QuickBooks.

Note that addresses need to be formatted properly to function (most sites already use one of these formats).

Next: Optional Setup Steps