Proper and quick order fulfillment is crucial for e-commerce businesses of all sizes to grow and achieve success.
In order to ensure proper order fulfillment, it’s highly important to have a streamlined shipping system.
ShipStation is one such shipping solution that helps you improve your customers’ experience by streamlining order fulfillment. To further augment the simplicity and precision that ShipStation offers, integrating QuickBooks into it is a step that you cannot go wrong with.
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About QuickBooks Desktop
QuickBooks Desktop is an accounting software package popular for accounting. Use any Zapier integration to connect Quickbooks desktop and other apps.
About ShipStation
Shipstation helps e-commerce retailers process and fulfil their orders from all the most popular marketplaces and shopping carts using the top shipping carriers.
Quickbooks for ShipStation Integration Features
Feature
Send shipped orders from ShipStation to QuickBooks Desktop as either Sales Receipts or Invoices.
Details
- You will have the power to choose the assets account to which sales receipts will add in the record.
- Invoices will automatically add in your account receivable account.
- Instruction from the shipstation will be stored in the memo field on the sales receipt and invoice.
- Receipts and invoices from the ship station will be picked out with an SS-Prefix by a unique command ID.
- You can set up Quickbooks Desktop to sync moderately packed orders.
Select which stores ship station will translate information to QuickBooks Desktop.
Ship station will send commands from all connected stores by default. However, you can select which stores transmit information.
You need to submit the command of the station through the process command page in Settings> Integration > Integration Partners> Quickbooks Desktop. By submitting commands this way, you can avoid duplicates. If you want to sell channels connected from QuickBooks Desktop directly.
Share products from command to either map to or create new noninventory product records within QuickBooks.
Searches QuickBooks Desktop by SKU for an existing record.
- If you have any matching SKU, It is added to the QuickBooks Desktop product record.
- The product name matched in QuickBooks Desktop. if I got an SKU in the Product record.
- If the name is present and SKU is empty, then update the product in QuickBooks Desktop.
- If the name is present and SKU is not vacant, QuickBooks Desktop makes a new product record with an SS prefix and populates the SKU.
- Populate the name and SKU with the Quickbooks Desktop, if the name is not present in ship station and product.
If they do not already exist, Send Recipient Information and make new clients in QuickBooks Desktop.
Shipstation will recognize customers using the email on the associated order.
If the client cannot be found in your QuickBooks Desktop account, Then the ship station will automatically make a new client record. If a client record is present in QuickBooks Desktop, the shipstation will upgrade the client record with detail shared on the latest upload to QuickBooks Desktop.
Share sales tax details from your transported orders.
Shipstation will use the receiver address matching the sales tax to one and more tax agencies of your choice. Attention Please, before it can be elected. You will have already confirmed a tax agency.
Populate shipment details into QuickBooks Desktop.
Receipts and invoices are included in the QuickBooks Desktop with the shipment details.
- Ship Date
- Tracking Number
- Carrier
- Shipping is charged at checkout
Supported Triggers and Actions
Triggers
| New Bill Triggers when a new bill is added. | New Account Triggered when you add a new account. |
| New Customer Triggered when you add a new customer. | New Estimate Triggered when you add a new estimate. |
| New Expense Triggers when a new expense is added. | New Invoice Triggered when you add a new invoice. |
| New Invoice Triggered when you add a new invoice (with line item support). | New Sales Receipt Triggered when a new sales receipt is added (with line item support). |
| New Payment Triggered when a payment is received (with line item support). | New Purchase Order Triggers when a new purchase order is added. |
| New Sales Receipt Triggered when a new sales receipt is added. | Updated Customer Triggered when an existing customer is updated. |
| New Vendor Triggered when a new vendor is added. | Item Ordered Triggers for each individual line item when a new order is created or imported. |
| Item Shipped Triggers for each individual line item when a new outbound shipping label is created for an order. | New Order Triggers when a new Order is created or imported in ShipStation. |
| Order Shipped Triggers when a new outbound shipping label is created for an order. |
Action
| Create Bill (Item Based) Create a new bill, optionally tied to a customer. | Create Bill (Account Based) Create a new bill, optionally tied to a customer (with line item support). |
| Create Bill (Item Based) Create a new bill, optionally tied to a customer (with line item support). | Create Credit Memo. Creates a new credit memo. |
| Create Customer Adds a new customer. | Create Estimate Create a new estimate (with line item support). |
| Create Expense Creates a new expense using check, cash, or credit card. | Create Product/Service Creates a new product or service. |
| Create Journal Entry Creates a new journal entry. | Create Invoice Adds a new invoice (with line item support). |
| Create Sales Receipt Adds a new sales receipt (with line item support). | Create Payment Creates a new payment, optionally linked to an invoice. |
| Create Purchase Order Creates a new purchase order. | Create Refund Receipt Creates a new refund receipt. |
| Send Invoice Send an existing invoice | Send Sales Receipt Send an existing sales receipt. |
| Create Time Activity Creates a new single time activity | Update Customer Updates an existing customer. |
| Update Invoice Updates an existing invoice (with line item support). | Create Vendor Adds a new vendor. |
| Find Account Find an account by name. | Find Customer Find a customer by name or email address. |
| Find Invoice Find an invoice by number. | Find Product(s) Find a product by name (with line item support) |
| Find Vendor Find a vendor by name. | Find or Create a Vendor Finds or creates a specific vendor. |
| Find or Create Vendor Finds or creates a specific vendor. | Create Order Creates a new order. |
Why do you need to integrate QuickBooks into ShipStation?
It’s a fact that order data is an essential factor that determines the efficiency and precision of order fulfillment.
By connecting QuickBooks with ShipStation, it becomes easy for you to segregate order data. This, in turn, helps you keep proper track of every single order till it’s fulfilled.
The shipped orders that get processed from ShipStation to QuickBooks get saved as either invoices or sales receipts. You can also use QuickBooks to create new customer profiles as well as send receipt information.
Steps to Integrate QuickBooks into ShipStation
Unlike in cases where you need to integrate QuickBooks into different platforms, connecting the accounting software with ShipStation is relatively simple.
Here are the steps you need to follow to do this without facing any hassle:
Total Time: 10 minutes
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Step 1
The first step is to make sure that you are using the premium version of ShipStation
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Step 2
Go to the ‘account settings’ section. You can access it from the ShipStation dashboard
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Step 3
Choose the ‘integration’ option
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Step 4
From the list of integration partners, choose QuickBooks
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Step 5
Upon choosing the QuickBooks option, click on the ‘Connect to QuickBooks’ button.
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Step 6
You then need to log in with your QuickBooks account credentials
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Step 7
You will then be redirected to ShipStation. Configure your account after this step
The above-listed steps are simple and easy to follow, for anyone who is familiar with QuickBooks and ShipStation.
Shipstation List and QuickBooks Searches
Shipstation List
| List Carriers | List Customers |
| List Fulfillments | List Marketplaces |
| List Orders | List Packages |
| List Products | List Services |
| List Shipments | List Stores |
| List Tags | List Users |
| List Warehouses |
QuickBooks Searches
| Search for Accounts | Search for Attachments |
| Search for Bills | Search for Credit Memos |
| Search for Customers | Search for Deposits |
| Search for Estimates | Search for Invoices |
| Search for Items | Search For Journal Entries |
| Search for Payments | Search for Purchase Orders |
| Search for Purchases | Search for Refund Receipts |
| Search For Sales Receipts | Search for Time Activity |
Suggested Integrations
However, if you face any challenge or aren’t able to complete one or more steps, our experts have the right solutions. You can reach out to them at smbaccountants.com.
Get the Instant Solution with Live Chat Experts
Are you still not able to resolve your QuickBooks Integration issue? We have a team of QuickBooks Integration experts with years of experience in resolving errors and issues. If you need any help asap, CHAT NOW with our experts.
FAQs
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Is it important to have a QuickBooks account for connecting it with ShipStation?
Yes. It’s important to have a premium QuickBooks account to be able to take full advantage of its features and configuration options.
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Is it important to sync ShipStation data for QuickBooks integration?
Yes. Syncing ShipStation order data with QuickBooks is the only way to streamline tracking, detailed reports, and insightful analytics.
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What are QuickBooks integration tools?
There are many integration tools that can be used. Out of them QuickBooks integration tools, such as desktop apps, extensions, and plug-ins, work great in helping you integrate QuickBooks with different types of platforms, with ShipStation being one.
