Orders

Can I use the QuickBooks Online shipping field?

By default, Connex for QuickBooks Online adds shipping as a line item. If you want to add the shipping to the QuickBooks Online shipping field, follow these steps:

Steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand orders > sync orders to QuickBooks > advanced transaction.
  4. Check use QuickBooks shipping field.
  5. Click save and sync now.

If you fail to properly set-up the QuickBooks Online shipping field our system will return this error:

"Order 0 has failed to export into QuickBooks. You must select a product/service or an account for each split line with either an amount or a billable customer."

There are two options available. You can either add shipping and discounts as a line item or correctly set-up the fields.

Can I add sales tax to shipping and use the QuickBooks Online shipping field?

Not at this time. QuickBooks charges tax on the sub total, then adds shipping:

Set Up Fields in QuickBooks Online

To set this up in QuickBooks, follow these steps:

  1. Login to QuickBooks Online.
  2. Click the gear on the top right.
  3. Under company on the left, click  account settings: 
  4. Under sales > sales form content, ensure that the checkbox for shipping is checked:
  5. Click the Advanced tab.
  6. Under chart of accounts, ensure that an account has been selected for shipping: