Ship with QuickBooks Online

You can ship against QuickBooks Online Invoices, Sales Receipts, and Customers.

In StarShip, click the magnifying glass next to the Source Document field to browse for a QuickBooks Online document.

In the Search/Browse window, select a document. You can use the filters to narrow down the search results. Filters vary depending upon the type of document you are shipping. In addition to the Customer Name and Ship To address fields, you can filter by:

• Due Date, Invoice Date, and Invoice Number (Invoices)
• Sales Receipt #, Sales Receipt Date (Sales Receipts)
• Ship Date (Invoices and Sales Receipts) : In order to filter by the Ship Date, there must be a date in the Shipping Date field on the Invoice or Sales Receipt in QuickBooks Online.
  

For more information about this Search/Batch Processing window, see Search/Batch Processing in the StarShip Help.
Note : If you duplicate filters in your search, you will receive an error message. See Duplicate Search Filters for more information.



You can then :

• Load the document : This will bring up the document on the StarShip screen so you can add information, such as package options or package weight.
• Process Selected : This will Ship/Process the selected documents without any further user intervention. Note : You can select multiple documents to process by clicking the check boxes next to the documents you want to process.
  
  
  
  
  

If you loaded the document into the Ship screen, enter any other shipment details such as package weight (or use an electronic scale to weigh the package), package options, etc. Click the Ship/Process button or press F5 to process the shipment.

After StarShip has processed the shipment, shipment detail is written back to QuickBooks Online. For more information about what writes back to QuickBooks Online, see Write-Back Setup.

Shipping Notes

Once a document is saved, StarShip can access the document and write back even when someone continues to work on it in QuickBooks Online. Once the person working in QuickBooks Online attempts to save the document, they will receive a message similar to this :  "You and Jane Smith were working on this document at the same time. Jane Smith finished before you did, so your work was not saved."