QuickBooks Optional Setup

 

Quick List:

 

 

Writing Tracking Number to QuickBooks Form

 

By default, when you ship the tracking number is automatically placed on the Windows clipboard. Simply click into the QuickBooks document (like into a blank line item on a Sales Order) and press ctrl-v to paste it in. No customization of QuickBooks is required to use this method.

 

Automatic write back to the QuickBooks form can be enabled by taking two steps:

 

  1. Customizing the QuickBooks template (the invoice or sales order template)

  2. Setting the appropriate option in ShipRush

 

For steps click here.

 

 

Ship To Address Not Always Used

 

If you sometimes leave the Bill To or Ship To blank, or want to choose between the two, change the Address Retrieval Mode to "Get Both and Ask"

 

If you need ShipRush to flip the company and contact due to how the data is entered into QuickBooks, place a checkmark on "Flip Company and Contact Names"

 

These options are set in Settings.

 

Adding QuickBooks Order Number to Shipment

Need the QuickBooks order number or invoice number on the shipment? This can be done with a small modification to the QuickBooks template.

 

The &5 option may be used if you wish to pull the Invoice # or PO # from QuickBooks automatically. Modify the appropriate QuickBooks templates and add &5 and/or &6 to the Invoice or PO field.  In ShipRush Settings enable the option in ShipRush under "Use Alt+5 marked field as First Reference." Do remember to add &5 to all the appropriate templates in QuickBooks (the ones that you ship from).

 

Here we have added &5 to an invoice form.

 

 

Shipping from the Purchase Order screen

If you plan to ship from the Vendors area and Purchase Orders, you will need to add &8 to the date field of those templates used for Purchase Orders. No additional setting is required in ShipRush, other than what you've already set for use with QuickBooks.

 

 

Next: Start shipping!