Initial Setup

 

The first time you run StarShip, you'll perform a few, basic setup steps to get things running. In the following steps, you will connect StarShip to your QuickBooks® company.

 

 

QuickBooks Permissions

Before you run StarShip, be sure that QuickBooks users are assigned the proper permissions in QuickBooks. For more information about how to set access rights, refer to QuickBooks Help. To set access rights, you must be the QuickBooks Administrator.

 

Area

Access Rights

Customer and Receivables

Invoices:

Partial, View, Modify
 

Sales Orders:

Partial, View, Modify
 

Sales Receipts:

Partial, View, Modify

Lists

Customer/Vendor Profile Lists:

Terms List, Partial, View List, Modify Entries
 

Item List:

Partial, View List, Modify Entries
 

Sales Tax Code List (If you map this field in Sales Orders and provide Value Translations):

Partial, View List, Modify Entries

Centers

Customer Center:

View List, Modify Entries, View Balance

 

 

 

Add Company

StarShip allows you to import and ship with more than one set of company information. For each company, you can assign a specific interface that includes your customized field mapping and data translations. This procedure shows you how to select which QuickBooks companies will be accessible from StarShip. Follow these steps to add a QuickBooks company in StarShip.

  1. Open the QuickBooks Enterprise company. You must be logged into QuickBooks as the Administrator.
  2. Launch the StarShip Client.
  3. Select Setup > Source Interface > QuickBooks Enterprise 2013 - 2021.
  4. Click My Companies. Then, click the Add Company button.
  5. Click OK.





  6. When the QuickBooks – Application Certificate dialog box displays, click select Yes, whenever this company file is open. Then, click Continue. This gives StarShip permission to integrate its functionality with QuickBooks in order to retrieve data.





  7. Next, confirm that you would like to proceed by clicking Yes. You receive an Access Confirmation dialog reaffirming that you've granted StarShip access to your company. Click Done.





  8. You are returned to the My Companies dialog, where the company has been added.






Additional Companies

There are two ways to connect to additional QuickBooks companies in StarShip.

 

My Companies

  1. In StarShip, go to My Companies. Click on the Add Company button. Click OK.




  2. In QuickBooks, switch to the company you want to add.
    Note : You cannot have multiple companies opened in QuickBooks during this procedure.
  3. You will receive a QuickBooks – Application Certificate screen. Click select Yes, whenever this company file is open. Then, click Continue.





  4. Next, confirm that you would like to proceed by clicking Yes. You receive an Access Confirmation dialog reaffirming that you've granted StarShip access to your company. Click Done.
  5. You are returned to the My Companies dialog, where the company has been added.


 

 

 

Exit the StarShip Client

You can also add another company by closing the StarShip Client and changing to the new company in QuickBooks.

  1. Exit the StarShip Client. Switch to QuickBooks and open the company you want to add. Then, relaunch the StarShip Client.
  2. Configure the Application Certificate and the Access Confirmation as you did when adding the previous company.
  3. StarShip will ask you to open the previously connected company. Click Cancel. Note : You may have to click Cancel more than once.




  4. Go into Setup > Source Interface > QuickBooks Enterprise and select My Companies.
  5. Click Add Company. On the dialog, click OK.





    You'll see the company in the your company list.






Switch QuickBooks Companies

When you have added multiple QuickBooks companies in StarShip, and you want to switch between them, follow these steps.

 

  1. In order to switch companies, you must first exit out of the StarShip Client.
  2. Open the company file of the company you want to switch to in QuickBooks.
  3. Once the company is open in QuickBooks, relaunch the StarShip Client.
  4. Due to a limitation of QuickBooks, you will need to click Cancel on this dialog until StarShip connects to the new company. You may need to click Cancel multiple times.