Connex is a third-party application that syncs orders between ShipStation and Quickbooks Desktop. Orders can be pulled from ShipStation into Quickbooks Desktop and pushed from Quickbooks Desktop into ShipStation. This integration's supported versions include QuickBooks Pro, Premier, Enterprise, Wholesale and Manufacturing. Please note they must be running 2007 or higher.
This article explains ...
- How to send orders from Quickbooks Desktop via Connex
- Current limitations to the process
Note: Before you can send orders to ShipStation from Quickbooks Desktop, you must first set up Connex. Read our article How can I connect ShipStation to QuickBooks Desktop via Connex? to learn how to set up Connex.
Send orders from Quickbooks Desktop via Connex
The following instructions were created using the Connex support article Sync Orders from QuickBooks to ShipStation.
- Log in to Connex and go to the Configure page.
- Click the Advanced tab and enable Sync orders from Quickbooks.
- Adjust the dates.
Please note that each order must have a class called ShipStation. To enable class tracking in Quickbooks, you must log in to your Quickbooks account, click Edit, Preferences, Accounting and select Use Class Tracking for Transactions. Then, you can create a new invoice in Quickbooks and mark the class as ShipStation.
When creating an order in Quickbooks, please use the following format:
Address 1 + Address 2
City, State Zip
These fields will then import into ShipStation!
Once the web connector runs, the system will query modified invoices from QuickBooks and transfer them to ShipStation. If you set the auto-sync function on your web connector, then it runs automatically. The dates, as shown above, will reset to one hour ago and get the latest orders.
At this time, grouped items are not supported through this integration. Additionally, only invoices can transfer from Quickbooks to ShipStation. (Connex does plan on making sales orders and sales receipts available in a future release.)