Update shipping details from ShipStation to QuickBooks fails

Troubleshooting steps for two way syncing

Problem

Connex fails to update shipping and tracking details in QuickBooks, after the sale has synced from ShipStation.

Description

The sale has appeared to ship in ShipStation.

Solutions

Check error log

Log into Connex. Below the selling channels grid, review your log. 

Ensure update shipping details is activated

If you export invoices from QuickBooks, then Connex must send those invoices back to QuickBooks. Ensure your settings are correct:

1. Log into our software.
2. Next to ShipStation, click settings.
3. On the left, click orders from QuickBooks.
4. Ensure one of these options is chosen:
   1. Update QuickBooks transaction with shipping cost from carrier and tracking info
   2. Update QuickBooks transaction with tracking info only

Ensure transaction type is correct

If you export invoices from QuickBooks, then Connex must send those invoices back to QuickBooks. Ensure your settings are correct:

1. Log into our software.
2. Next to ShipStation, click settings.
3. On the left, click orders from QuickBooks.
4. Under types of orders, note the type of orders you export:
5. On the left, click orders to QuickBooks.
6. Scroll down to transaction type.
7. Ensure the types of orders to export from QuickBooks matches a transaction type. If you export invoices from QuickBooks, choose any option that contains invoices:

Ensure you sync shipped sales

If you export invoices from QuickBooks, then Connex must send those invoices back to QuickBooks. Ensure your settings are correct:

1. Log into our software.
2. Next to ShipStation, click settings.
3. On the left, click orders to QuickBooks.
4. The order status field should say shipped. If your orders appear under the ShipStation fulfilled area, add fulfilled to the list.
5. Ensure you export shipped sales from the QuickBooks store. The selling channel field should be blank, which means Connex exports all sales, or it should include the selling channel where your QuickBooks sales reside. In this case, the user is exporting sales to and from the ShipStation Quick Books Retail Orders selling channel:

Run web connector

If you are a QuickBooks desktop user, check the box to the left of Connex and click update selected.

Connex has not synced sales from ShipStation to QuickBooks yet

Log into Connex. Next to ShipStation, click manual sync. Adjust the date range. Click save. Wait a few minutes for the sync to run. Click settings. Click orders from QuickBooks. The from date should say today's date, if the sync has ran.

Ensure order shipped

Log into ShipStation. Open the sale. On the right, Ensure there is a shipping method and tracking details. Our software cannot sink orders that are manually shipped.

Login as admin and resync

At times, QuickBooks desktop will not allow our software to update his sale. This happens because it is our running reports in QuickBooks. This error is common when QuickBooks is on a remote server on multiuser mode. The solution is to re-sync the transactions:

1. If you are a QuickBooks desktop user, go into single user mode.
2. Log into the company file as admin.
3. Log into our software.
4. Click manual sync. 
5. Under orders to QuickBooks, select the date range of shipped orders.
6. Click save.
7. Run your web connector.