How do I set up this integration?
During the install wizard, select sync orders from QuickBooks. When prompted, select update shipping details or update tracking details only.
If you want to enable the setting after the install wizard, expand sync orders from QuickBooks on our configure page. Check sync orders from QuickBooks. Enable the update shipping details or update tracking details checkbox. Click submit.
What transaction types can I update?
The tool works with sales receipts, sales orders, and invoices.
After updating, how does this order appear?
Here is an example:
I have an existing line item for the shipping method on the sale. Can I just update the line item with shipping details?
If the line item name matches the shipping method, the phrase shipping, the phrase tracking, or the phrase freight, then our tool will modify the line item description. If the line has a price, then our tool will make no update. Otherwise, our tool will update the rate. This feature allows you to add shipping to an existing invoice, but only update it with the tracking number and shipping date.