Streamline Your Sales with ShipStation and Connects for QuickBooks
Table of Contents:
- Introduction
- Pairing ShipStation with Connects for QuickBooks
2.1. Signing into Connects for QuickBooks
2.2. Obtaining API Key and Secret from ShipStation
2.3. Pairing ShipStation with Connects for QuickBooks
2.4. Pairing QuickBooks Desktop and the QuickBooks Web Connector
2.5. Pairing QuickBooks Online
- Syncing Sales from QuickBooks to ShipStation
3.1. Choosing Sync Direction in Connects
3.2. Syncing Sales from QuickBooks Desktop
3.3. Syncing Sales from QuickBooks Online
- Syncing Sales from ShipStation to QuickBooks
4.1. Setting up Order Sync in Connects
4.2. Syncing Orders from ShipStation to QuickBooks Desktop
4.3. Syncing Orders from ShipStation to QuickBooks Online
- Syncing Orders to and from ShipStation and QuickBooks
- Adding Class Tracking in QuickBooks
6.1. Enabling Class Tracking in QuickBooks Desktop
6.2. Enabling Class Tracking in QuickBooks Online
- Syncing First Sale from ShipStation to QuickBooks
- Conclusion
Pairing ShipStation with Connects for QuickBooks
In order to integrate ShipStation and Connects for QuickBooks, you need to follow a few steps. First, sign into Connects for QuickBooks using your account credentials. Then, obtain an API key and secret from ShipStation by accessing your account settings and API settings. Once you have the API key and secret, you can pair ShipStation with Connects for QuickBooks.
If you are using QuickBooks Desktop, you will also need to pair QuickBooks with the QuickBooks Web Connector, which acts as a translator between the two systems. The Web Connector allows Connects to translate orders from ShipStation to the QuickBooks language. For QuickBooks Online users, the pairing process is slightly different, as there is a direct connection to QuickBooks without the need for a Web Connector.
Syncing Sales from QuickBooks to ShipStation
Once you have successfully paired ShipStation and Connects for QuickBooks, you can start syncing sales from QuickBooks to ShipStation. In Connects, you can choose the sync direction and select "Orders from QuickBooks" as the option. For QuickBooks Desktop users, running the Web Connector is necessary to initiate the sync. On the other hand, QuickBooks Online users will have the sync run automatically.
Syncing Sales from ShipStation to QuickBooks
To sync sales from ShipStation to QuickBooks, you need to set up the order sync in Connects. Choose "Orders to QuickBooks" as the option and specify the details for the sync, such as invoices with no payments and customer matching criteria. For QuickBooks Desktop users, running the Web Connector is required to complete the sync. QuickBooks Online users, on the other hand, will have the sync run automatically.
Syncing Orders to and from ShipStation and QuickBooks
Syncing orders to and from ShipStation and QuickBooks is a seamless process once the initial setups are complete. The workflow involves creating an invoice in QuickBooks, syncing it to ShipStation through Connects, shipping the sale in ShipStation, and running the Web Connector to update QuickBooks with tracking and shipping details. In QuickBooks, you can then send the invoice to the customer.
Adding Class Tracking in QuickBooks
To ensure proper syncing of sales from QuickBooks to ShipStation, it is recommended to add a class called "ShipStation" to all sales. This helps Connects identify the desired sales and sync them accordingly. The process for enabling class tracking differs for QuickBooks Desktop and QuickBooks Online users.
In QuickBooks Desktop, you can turn on class tracking for transactions by going to edit preferences, accounting, and selecting the option. On the other hand, QuickBooks Online users can find the class option in the account settings under the advanced tab.
Syncing First Sale from ShipStation to QuickBooks
To sync your first sale from ShipStation to QuickBooks, you need to create the order in QuickBooks first. This involves entering the customer details, including valid shipping and billing addresses. Once the order is created, it can be synced to ShipStation, where the shipping method, shipping costs, and tracking details will be updated.
Conclusion
Integrating ShipStation and Connects for QuickBooks allows for seamless syncing of sales and orders between the two platforms. By following the mentioned steps, you can pair ShipStation, QuickBooks Desktop or QuickBooks Online, and set up the necessary syncs. With Connects handling the translation and synchronization, you can streamline your e-commerce operations efficiently.
Highlights:
- Integrate ShipStation and Connects for QuickBooks
- Pair ShipStation and Connects for QuickBooks
- Sync sales from QuickBooks to ShipStation
- Sync sales from ShipStation to QuickBooks
- Sync orders to and from ShipStation and QuickBooks
- Add class tracking in QuickBooks
- Sync first sale from ShipStation to QuickBooks
FAQ:
Q: Can I integrate ShipStation with Connects for QuickBooks?
A: Yes, by following the mentioned steps, you can seamlessly integrate ShipStation and Connects for QuickBooks.
Q: Is there a difference in the pairing process for QuickBooks Desktop and QuickBooks Online?
A: Yes, QuickBooks Desktop users need to pair QuickBooks with the QuickBooks Web Connector, while QuickBooks Online users have a direct connection.
Q: How can I sync sales from QuickBooks to ShipStation?
A: In Connects, choose the sync direction as "Orders from QuickBooks." For QuickBooks Desktop users, running the Web Connector is required. QuickBooks Online users will have the sync run automatically.
Q: How can I sync sales from ShipStation to QuickBooks?
A: Set up the order sync in Connects and choose "Orders to QuickBooks." For QuickBooks Desktop users, running the Web Connector is necessary. QuickBooks Online users will have the sync run automatically.
Q: How can I sync the first sale from ShipStation to QuickBooks?
A: Create the order in QuickBooks with the customer details and then sync it to ShipStation. The shipping method, shipping costs, and tracking details will be updated in ShipStation.
