Sync Orders from QuickBooks Desktop

Sync Orders from QuickBooks Desktop to ShipStation

This guide describes how a two-way sync - syncing an order from QuickBooks Desktop to ShipStation - works as well as how to enable this powerful feature.

How do I change the order status to awaiting payment?

When Connex inserts orders, we insert them with the awaiting shipment status. To change the order status to awaiting payment for unpaid orders, follow these steps:

  1. Log into Connex.
  2. On the left, click rules > my rules.
  3. Click upload.
  4. Upload this spreadsheet.

    How do I populate the shipping service in ShipStation?

    Out of box, Connex will map the QuickBooks ship via field to the ShipStation requested shipping service field in ShipStation. In this example, the QuickBooks ship via says UPSGrd:

    If ShipStation, create a mapping for UPSGrd. ShipStation will choose the proper service and package type. For more information, read this article.

    How do I add a bill to account?

    By default, ShipStation will bill shipping to your account. To bill shipping to a third party, you must tell Connex the account number to bill. On your QuickBooks order, enter the shipping method. Connex will map the bill to account, carrier, and shipping code:

    1. Login to Connex.
    2. On the left, click rules > my rules.
    3. Click add rule.
    4. Choose start from scratch.
    5. Choose map bill to account:
    6. In comparisons, add this rule:
    7. Open QuickBooks and create a sale.
    8. Add a line item for shipping:

    How does duplicate checking work?

    Our software pulls all sales within 48 hours from the manual orders store in ShipStation, unless you selected another store. If the order has a tracking number in QuickBooks, then our tool skips adding the order. If the order has no tracking number and it is older than 48 hours, then our tool will resync it. ShipStation has a special field called order key, which we map to the order number. No two sales can have the same order key.

    How do the address fields map?

    Billing Address in QuickBooks

    Billing Address in ShipStation