As an e-commerce business owner, it’s essential to make sure your sales and orders are being synced correctly and efficiently. With an automation tool, you’re able to streamline this process and avoid manual data entry which leads to human errors.
One of the shipping solutions that we integrate with, ShipStation, is a great example of how to sync your order to and from QuickBooks Desktop by using our automation tool.
Many of our loyal customers integrate ShipStation with other vendors, such as Etsy, Target & Amazon! By using QuickBooks Desktop with Connex as your syncing tool, you’re able to access many more advanced functionalities that differ from QuickBooks Online features.
Connex is able to create two-way sync with QuickBooks Desktop and your ShipStation account. We’re able to pull in the shipping information, send orders, and ship those orders to and from your ShipStation account to QuickBooks Desktop.
Why is it important to have an automation solution to help you manage your business’s workflow?
- Automatically sync your orders and sales between ShipStation (and other integrations) and QuickBooks
- Be able to track your items by product name, SKU, location, and other identifiers
- Integrate multiple channels using one automation solution. You’re able to use Connex with other platforms, such as payment processors and other shipping solutions
Connex works with both QuickBooks Online and QuickBooks Desktop and integrates with all major sales channels such as ShipStation, Shopify, Amazon, BigCommerce, and WooCommerce.
In this article, we’ll explore the ShipStation sync with QuickBooks Desktop, prerequisites, features and functionalities included, and present to you a demonstration of it all in action.
How Connex Syncs Your ShipStation Orders to QuickBooks Desktop
Introduction
Connex is able to sync orders from ShipStation to QuickBooks Desktop and vice versa. Set up requires no plugins or apps to install. Simply mark orders in QuickBooks with a class of ShipStation. Our software transfers the customer, products, and order over to ShipStation.
Connect to ShipStation
First, you must obtain an API key and API secret from ShipStation. Below are steps to follow in order to do this:
- Log into ShipStation.
- On the top right, click the gear icon
- On the Left click account> API Settings
- If you don’t see the keys, click regenerate API Keys.
Need a visual demonstration?
Below you will find a handy demo where we go over the integration process with ShipStation and QuickBooks Desktop. If you want to learn more about our company and other functionalities, watch our ShipStation on-demand webinar where we go in-depth on how our Connex automation tool came about and other features to look forward to.
I connected my ShipStation account, how do I export shipped orders only?
Connex will sync orders as soon as they are created in ShipStation. If you want Connex to insert the tracking number and date onto order, you need to export shipped order.
Can I manually sync shipped orders?
You’re able to sync these sales manually by entering “manual_shipment” into the order status field in Connex. Once that is done, click “sync now.”
How do I map shipping tax?
Connex assumes that shipping has no tax since ShipStation has no shipping tax field, just a total tax. If you charge shipping tax on all sales, you can add a rule. By doing this, Connex assumes all sales with shipping are taxable. You can read our guide on how this process works in Connex.
If the sales tax is remitted, how does Connex map the tax?
Our Connex tool will add tax by default since ShipStation has no indicator that tax was remitted. You can use the Connex rules engine to remove the tax. For more information on how this process works, read this guide.
Can Connex support split shipments?
Yes, our Connex automation tool will merge ShipStation split shipments into the same order. Read this guide to learn the step-by-step process.
If you sync the sale prior to shipment, then Connex will sync the split shipments as separate orders and fail to merge them. In this case, you should add a rule to exclude split shipments. In the rules grid, enter these values:
How do fields map with ShipStation and QuickBooks?
Connex will match the field to/from the QuickBooks field. If there is no match, then you must set-up a mapping. To see a diagram of the specifications needed, read this guide.
How do I map currency codes?
ShipStation sends no currency information to QuickBooks. By default, Connex will use the default currency code associated with QuickBooks.
If you want to override the currency, you must specify which stores use a currency. We recommend adding the country code at the end of store names. You have two options for doing this process; Obtain Stores or Map Stores to Currencies.
How do I map the shipping cost to QuickBooks?
For sales from ShipStation to QuickBooks, Connex will map the shipping amount field to QuickBooks.
There are two ways to map the shipping cost. The first uses the rules engine. With this route, all ShipStation orders from all channels will use the shipping cost. If this isn’t an issue, upload this spreadsheet in Connex.
The second way is syncing sales prior to shipment, then updating them with the shipping cost. When you login to Connex, you’re able to select “update QuickBooks transaction with a shipping cost from carrier and tracking info”
Connex will automatically update the ShipStation sale after it syncs to QuickBooks. Our tool receives the sale before and after it ships.
How can you decide if Connex is right for your business?
- Full functionality, including advanced features such as the summary sales tool, for 14 days.
- Sync up to 500 sales to QuickBooks Desktop or Online.
- Complimentary support during your free trial
Are you unsure whether Connex is right for your business?
Click here to schedule a 30-minute call with a member of our sales team.
Why Our Customers Choose Us
Developed specifically for e-commerce business owners
- Scale your business by automating syncing sales & inventory from multiple e-commerce platforms to QuickBooks Desktop or Online.
- Save resources by not wasting time manually entering sales, inventory, and customers into your website and QuickBooks accounts.
- Recommended by Intuit itself, Connex is a trusted name in the automation field.
- If you sell on multiple channels, you can simplify your workflow by using our solution instead of multiple tools.
- Connex integrates QuickBooks with all major e-commerce platforms