Sync Orders from QuickBooks into ShipWorks

Introduction

Our system uses the ShipWorks generic module feature, which means QuickBooks is a custom store. Our system will pull invoices and sales receipts.

Prerequisites

You must format the addresses with name, company, address and country. Here are more details.

Set-Up Custom Store

You must set-up a custom store by following these instructions:

  1. In ShipWorks, go to manage > stores > add.
  2. Choose generic module.
  3. For the user name and password fields, enter your Connex user name and password: 
  4. For the store URL, enter https://www.connexforquickbooks.com/shipworks/getorders
  5. The system will fill in NA by default for all your store info. Change it with your information.


How do I sync an order from QB to Connex?

In this example, we will tell Connex to sync orders with a class of ShipWorks. Here are the steps:

  1. In QB, go to edit and click preferences.
  2. Under accounting, enable class tracking.
  3. In QB, create a new invoice or sales order.
  4. On the top, add ShipWorks as the class: 
  5. Save the order.
  6. Run your web connector.
  7. In ShipWorks, click download and select your QuickBooks store.
  8. You will see orders in ShipWorks.

Any order that you modify or create will be sent to Connex.

Sync Manually from QuickBooks Menu Features:

This menu allows you to customize the sync from QuickBooks to ShipWorks.

Available Features Are:

  • Update shipping and tracking information from ShipWorks to orders in QuickBooks
  • Sync QuickBooks custom fields to ShipWorks
  • Specify which type(s) of orders Connex will sync under the How Should Connex filter orders? drop-down
  • The ability to use a class of "ShipWorks" on orders in QuickBooks to sync into ShipWorks. Alternatively, you can sync orders regardless of class.

 

 

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