Can I make a summary sale in ShipStation?

Summarize sales into a single receipt

Summary sales are ideal to quickly summarize a day's worth of shipped sales. For more details on summaries, read this guide.

How do I create a daily, summary sales receipt of shipped ShipStation sales?

Here are the steps:

  1. Login to Connex.
  2. Click Settings on the desired connection on your dashboard.
  3. Click Orders to QuickBooks.
  4. In the order status field, enter "shipped".
  5. Choose a date range to summarize: 2022-07-26_12-47-10
  6. Navigate down to the section of the page that reads Group Summary Transaction Settings.
  7. Select Selling Channel/Marketplace Name:
  8. Click Save at the bottom of the page.
  9. Navigate to the Customer Matching tab.
  10. Choose "Selling Channel Name" from the drop down list under QuickBooks Customer Name: 
  11. Click save at the bottom of the page.

You should now be all set to run your sync!

How do I sync?

Here are the steps:

  1. Click dashboard.
  2. Click manual sync.
  3. Enter a date to summarize.