You can update order statuses in your website, if the invoice number from QuickBooks matches the order. You must create an invoice with a line item called tracking and enable the setting. This tool is ideal if you use QuickBooks to ship orders, instead of ShipStation or ShipWorks.
Do you support WorldShip?
Yes, Connex can map the shipping details that WorldShip adds to QuickBooks orders. Here is an example WorldShip sale. If you use another program, ahere to this format.
How do I ship orders from QuickBooks?
In QuickBooks, open an order. Click send/ship:
Here are a list of systems supporting the update tracking feature:
- In QuickBooks, go to edit > preferences > accounting.
- Under the company preferences tab, click use class tracking for transactions:
- Login to Connex.
- Click manage.
- Expand sync shipping details.
- Check the first field:
- Click save.
- In QuickBooks, create a new invoice.
- The class field must be the name of your solution. In this case, the name is Shopify.
- Create a line item that says tracking.
- In the description, enter the tracking number.
Here is an updated order in Shopify:
Here is an example invoice whose class is nopCommerce.
I use Bigcommerce. Can you create shipments?
Yes, Connex can sync shipping details to Bigcommerce. Here is an example order.
What settings are available?
Here is a list of settings:
|Update Order Tracking and Status||Tells Connex to update orders with a tracking number and a status.|
|Export After||Exports orders from QuickBooks modified after this date.|
|Export Before||Exports orders from QuickBooks modified before this date.|
|Order Class to Sync||A class that must be assigned to the order, so it syncs. By default, it's the name of your solution.|
|Export Order Options||Choose the types of QuickBooks transactions, like invoices, that should modify the order status and tracking details. You can turn off the class functionality by selecting all invoices, but it is not recommended.|
|Order Status||The status that Connex will change in your online store.|
Make sure you select sales receipts and invoices. Connex only exports sales receipt data, if you ask it for sales receipts.
Here is a screenshot of the settings.
Does it work with Shopify?
Connex must locate Shopify orders using their order ID, instead of their order number. If you open an order in Shopify, you will see 10 digits at the end of the URL:
Connex will add these 10 digits to the QuickBooks other field. If you do not see it, open an order in QuickBooks. Go to formatting and select customize data layout. Next to the other field, click screen:
Connex adds a rule to map the other field. In Connex, hover over the gear box and click rules engine. You will see a rule saying Shopify ID. If it is missing, hover over the gear and click rules engine and add this rule.