Update Tracking Numbers from Ordoro to QuickBooks

Introduction

You can create an order in QB, ship it through Ordoro, then send back shipping details to QuickBooks. This is ideal if orders can only be paid, if the shipping is properly calculated or if customers need a tracking number on the invoice. Connex supports updating sales orders or invoices.

Connex Settings

You must enable the updating. Here are the steps:

  1. On the transaction tab of Connex, choose invoices or sales orders. You need to send invoices to and from Ordoro or sales orders to and from Ordoro. You cannot mix and match.
  2. On the configure page of Connex, click the QB export tab.
  3. Click the box to enable update QB tracking and shipping rate. If you want to add a line for the tracking number only, select update QB tracking only.
  4. On the advanced tab, check use ship via. This will populate the shipping method inside of the shipping method field of the invoice. This step is optional.
  5. Click save and sync.

When update QB tracking and shipping rate is checked, here is an example order:

When update tracking only is checked, here is a sample order:

Sync Orders from Manual Orders Only

If you are syncing orders from QB to Ordoro only, then you specify the store name in Connex. This ensures orders from other selling channels do not enter QB. Here are the steps:

  1. On the Connex configure page, click the order export tab.
  2. In the store list field, enter Manual Orders. If you have renamed manual orders, enter the store name instead.
  3. Click save and sync.

 

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