Sync ShipWorks Orders to QuickBooks

Introduction

You must set-up ShipWorks to send copies of the order to Connex for QuickBooks. Our software will hold these orders in our database and send them to QB.

Demo

To see an online demo, watch this video.

How It Works

  • ShipWorks sends Connex for QuickBooks a text file for each order. ShipWorks sends data if the order is shipped or selected manually to send.
  • These orders are stored in our database for fifteen to sixty minutes.
  • Our system processes these orders and clears the database, after its done.

Sync Orders from ShipWorks to QuickBooks

Account

You must set-up an account with Connex, then add a custom action to ShipWorks:

  1. Create an account on Connex for QuickBooks.
  2. On the my connections page, choose ShipWorks.
  3. Click submit.
  4. Pair QuickBooks.
  5. On the configure page, complete the settings and click save and sync.

Once these steps are complete, it's time to set-up ShipWorks.

Custom Action

You must tell ShipWorks to send Connex for QuickBooks order data:

  1. Go to Manage > Action.
  2. Click new action.
  3. Under add task, select send web request.
  4. Under request URL, enter this value: https://www.connexforquickbooks.com/shipworks/index?id=CONNEX_FOR_QUICKBOOKS_EMAIL and replace CONNEX_FOR_QUICKBOOKS_EMAIL with the email of your Connex for QuickBooks account.
  5. Make your screen look like this image:


Send Orders

Once this action is set-up, it's time to send Connex some orders:

  1. Press and hold shift plus left click to select orders in ShipWorks.
  2. Click the QuickBooks button that you previously set-up: 

 

Send Shipped Orders

Some users wish to send orders, when the shipment is complete. Create a new action:


How do I sent orders from a filter?

Instead of sending all shipped orders, you can send orders from a filter. ShipWorks allows you to create filters where you can specify which orders reach it. You could say if the order is from Magento in the last 24 hours, add it to this folder.  

Looking at the shipped image above, here is what needs to change:

"When the following occurs" - Instead of "send web request" do "a filter's content changes"

"When an order enters a filter" (this will make only new orders send the request) > Run these tasks: send web request.

 

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