A: Currently, you can ship directly from the Invoice and Sales Receipt windows in QuickBooks or the Sales Receipt or Sales Order windows in POS. If you ship from these windows, the customer's Ship To information will automatically be pre-filled in the Shipping Manager.
If you are not on the Invoice or Sales Receipt screen but wish to ship, you can do this by clicking File, then selecting Shipping (POS users, make sure Shipping Manager is enabled, then click the Point of Sale menu, then select QuickBooks Shipping Manager). Contact information is not automatically pre-filled from here so this information will need to be entered manually. If you wish to ship from the Purchase Order window, you might consider purchasing the add-on from ShipRush.
QuickBooks Point of Sale only works with UPS.
A: Yes, you can track packages shipped through QuickBooks. Simply go to the File menu, click on Shipping, and then click on FedEx Shipping Options or UPS Shipping Options (POS Users click the Point of Sale menu, then select QuickBooks Shipping Manager). From there select Track or Cancel a Shipment. Just highlight the line item and click the Track button.
Note: QuickBooks Point of Sale only works with UPS.
A: Starting with QuickBooks 2007 and POS 7.0, the QuickBooks Shipping Manager supports thermal printers. The official thermal printer supported by QuickBooks is the Zebra Model 2844.
Note: QuickBooks Point of Sale only works with UPS.
A: No. QuickBooks currently only supports packages shipped within the U.S. To ship an international package, please use www.fedex.com or www.ups.com.
A: Yes. Starting in QuickBooks 2007 and POS 7.0, the QuickBooks Shipping Manager supports multi-package shipments. In the Package section of the Shipping Manager, click the 'Add' button to add multiple packages.
Note: QuickBooks Point of Sale only works with UPS.
A: No. You have to be online to complete a shipment. QuickBooks does not currently allow batch processing.
A: At the end of the shipping process within QuickBooks, you will have the option to automatically copy the tracking number and shipping charges to the form where the Shipping Manager was launched. Just check the box in the window that pops up after you click the Ship Now button. In other words, if you launch the Shipping Manager from the Invoice form then you can easily copy the tracking number and shipping charges to the Invoice itself.
For POS users, the UPS Tracking Number and shipping charges will automatically appear on the Sales Receipt window. Additionally, the estimated shipping charges will appear on the Sales Order window.
Note: QuickBooks Point of Sale only works with UPS.
A: QuickBooks Shipping Manager is a service of QuickBooks, and is therefore supported by Intuit. You can get support by calling (888) 320-7276 or visiting http://www.quickbooks.com/support/.
To get questions answered about FedEx Discounts, see the Shipping Manager pricing information or call (888) 411-5174.
For questions about UPS shipments or pricing visit www.ups.com or call 1-800-PICK-UPS (742-5877).
A: Yes. starting in QuickBooks 2007 and POS 7.0, payment options for shipments are prepaid, freight collect or third party billing.
For UPS, in the payment section, select Freight Collect to bill the person or company to whom you are shipping (you will have to enter their account number). Select Third Party to bill an account that is neither shipping nor receiving the package. Be sure to enter the account number and the associated company name and address.
For FedEx, in the Payment section, select Freight Collect to bill the person or company to whom you are shipping. (You will have to enter their account number.) Select Third Party to bill an account that is neither shipping nor receiving the package.
Note: QuickBooks Point of Sale only works with UPS.
A: Starting in QuickBooks 2007 and POS 7.0, there are multiple options for delivering return shipping labels. First, click the orange arrow to the left of the From field. This will swap the From/To addresses allowing you to create a return label.
FedEx offers three different options for creating and delivering return shipping labels. Learn more about each of these options here.
UPS offers five different options for creating and delivering return shipping labels. Learn more about each of these options here.
Note: QuickBooks Point of Sale only works with UPS.
A: With some exceptions, both FedEx and UPS allow up to $50,000 to be declared as the value of a package being shipped. Please see the FedEx Service Guide at fedex.com for details.
UPS shipments with declared value over $1000 require a High Value Report.
Two copies of the High Value Report will print from QuickBooks Shipping Manager and must be signed by UPS when the shipment is tendered to UPS. One copy is for UPS and one copy is for your records and will be required if there is a need to file a claim.
Note: QuickBooks Point of Sale only works with UPS.
A: Yes, starting in QuickBooks 2007 and POS 7.0 electronic scales are supported. The officially supported scale is the Mettler Toledo PS60 (connection via USB). In the Shipping Manager, select Settings. In Settings, select Scales. Check the flag to Use Electronic Scale. Now, an icon will appear next to the weight field in the Shipping form. Connect the scale, weigh the package to be shipped, and click the scale icon to import the weight data in the weight field on the Shipping Form.
Note: QuickBooks Point of Sale only works with UPS.
A: You have unlimited access to your shipping history information. When you are in the Shipping Manager, click the View button. This will display all previous shipments.
A: In QuickBooks: In the Shipping Manager, click the Estimate Cost link. An estimated shipping cost will be displayed based on the package destination, shipping options, weight, and selected service. You can also click on the List All Services link. A window will be launched displaying the different costs for all shipping services provided by that particular carrier.
In POS: Make sure you have the Shipping Manager feature turned on. Then select crate Shipping Charges enter the Carrier and Ship-to information, and select an creation to get the estimate.
A: FedEx is offering registered QuickBooks users discounts on FedEx Express and FedEx Ground shipping services. Discounts include savings of up to 12 percent on FedEx Ground domestic shipping and up to 16 percent on FedEx Priority Overnight and FedEx Standard Overnight envelopes. QuickBooks users may also receive savings of up to 10 percent on FedEx Priority Overnight, FedEx Standard Overnight packages, and FedEx Second Day, as well as up to 13 percent on FedEx International Priority and FedEx International Economy.
Registered QuickBooks users are also entitled to the following discounts at FedEx Kinko's: Save 15%3 on FedEx Kinko's copy and print services and save 5% on signs and graphics. Save 5% on finishing services that include a wide range of binding options, document folding, lamination, and mounting at more than 1,200 FedEx Kinko's locations in the U.S.
A: No. Whether QuickBooks users are shipping many packages or just need to hit one critical deadline, they save the same amount per package.
A: All registered users of QuickBooks Pro, and Premier Editions for Windows are qualified to receive the discounts. Discounts are not currently available for users of QuickBooks Web-based and Mac editions. QuickBooks users may register online or call (888) 411-5174 to register and activate the discounts. You will be asked for the QuickBooks Registration Number (QuickBooks 2004 and earlier) or License and Product Number (QuickBooks 2005 and higher), which you can get by pressing Ctrl+1 when in QuickBooks.
A: To find the Registration Number (QuickBooks 2004 and earlier) or License and Product Number (QuickBooks 2005 and higher) in your QuickBooks software, choose About QuickBooks from the Help menu. Alternatively, hold down the Control key and hit the number 1, while you are within your QuickBooks software.
A: To use UPS OnLine® Tools through QuickBooks, you must have a UPS account and agree to the Terms and Conditions presented during UPS registration.
A: As a registered user of Intuit QuickBooks, you are eligible for special savings off the published FedEx list rates.
These discounts can be applied to new or existing FedEx accounts. To take advantage of these special rates, simply click here to sign up online or call (888) 411-5174. Be sure to have your QuickBooks Registration Number (QuickBooks 2004 and earlier) or License and Product Number (QuickBooks 2005 and higher) available when you enroll for the program.
After enrolling in the special pricing program, you will receive a rate letter confirming your pricing agreement. These rates will supersede any previous pricing agreement you had with FedEx. To use UPS OnLine® Tools through QuickBooks, you must have a UPS account and agree to the Terms and Conditions presented during UPS registration. .
A: Discounts apply to a mix of U.S. domestic and international services, including our most popular option, FedEx Priority Overnight®, as well as FedEx Ground® services for business-to-business shipping, FedEx Standard Overnight®, FedEx 2Day®, FedEx International Priority® and FedEx International Economy®. Discounts do not apply to FedEx Home Delivery. Although QuickBooks does not support international shipping, the QuickBooks discount does apply to international shipments processed through other systems, such as www.fedex.com.
A: If you have questions about enrollment or discount pricing, call (888) 411-5174. If you have questions about using Shipping Manager or problems using the product, please call (888) 320-7276 or visit technical support at http://www.quickbooks.com/support/. Program experts will be available to answer any other questions you have. Your discount will be applied as soon as you're registered, or once we've set up your FedEx account
A: QuickBooks Shipping Manager will show both the list rate and the discounted rate.
A: FedEx requires a unique meter to identify each shipping device (in this case, QuickBooks). You will automatically be assigned a meter number when you set up QuickBooks Shipping Manager for the first time.
A: Yes. You can add the discounts to your existing FedEx account number by going online at http://www.quickbooksdirect.com/fedexweb or by calling (888) 411-5174. You can continue to ship as you always have. Your discount will be automatically figured into your bill. The only difference you could notice is some extra money in your pocket.
A: Just have your QuickBooks Registration Number (QuickBooks 2004 and earlier) or License and Product Number (QuickBooks 2005 and higher) and a major credit card handy when you call. There's no cost to open an account. You can add the discounts to your existing FedEx Express account number by going online at http://www.quickbooksdirect.com/fedexweb or by calling (888) 411-5174.
A: Addresses can be imported into QuickBooks from FedEx Ship Manager at fedex.com. Export the addresses from FedEx Ship Manager at fedex.com by choosing the .csv format, then import them into QuickBooks. FedEx Ship Manager software addresses can not be imported into QuickBooks at this time.
A: From the File menu in your QuickBooks software, select Shipping, then Settings. Under FedEx Account enter your Authorization number and click done. This Authorization number is issued by FedEx Express when you sign and return a "Release Delivery Authorization and Indemnification Agreement for Shippers." This form can be obtained through your local FedEx World Service Center or your FedEx account executive.
A: Yes, go to Settings and select Shipment Defaults. Provide your preferences here. The Shipping Form will then default to match the preferences you have selected.
A: Yes. Go to the File menu in your QuickBooks software, select Shipping, select FedEx Shipping Options, and then select the Print Ground End-of-Day Manifest option. Manifests aren't required for FedEx Express shipments.
A: For FedEx Express, yes, you can print a label 10 days in advance (called a Future Day shipment); but for FedEx Ground, QuickBooks only currently supports shipments going out that day. If you require this functionality, please use fedex.com.
A: Yes, starting in QuickBooks 2007 the new FedEx Delivery Signature Options are supported.
A: From the FedEx shipping screen, select the Track or Cancel a Shipment button. Select the shipment you would like to cancel, then click the Cancel button.
A: Yes. When you register to use UPS through QuickBooks just provide your existing UPS account number.
A: If you have a UPS discount, the discount will not be affected by the QuickBooks integration. If you have special pricing with UPS, provide your account number during UPS registration through QuickBooks and your discount will continue to be applied to your UPS invoice. While UPS published rates are displayed in the QuickBooks Shipping Manager (Ship Now and Rate Quote), you will still receive your discount on your UPS invoice.
A:To use UPS OnLine® Tools through QuickBooks, you must have a UPS account and agree to the Terms and Conditions presented during UPS registration. .
A: There's no cost to open an account and you can do it online or by phone. Go to https://www.ups.com/myups/info/openacct or call 1-800-PICK-UPS (1-800-742-5877).
A: QuickBooks Shipping Manager shows the UPS list rate. If you have UPS discounts, the discounted rate will be reflected on your UPS invoice.
A: The Account Type setting determines the UPS rate chart used to calculate rates for the Rate Quote option on the UPS Shipping Form. Go to the File Menu in the QuickBooks Software and select Shipping. Select UPS Shipping Options and then select Settings (For POS users, click on the Point of Sale menu and select QuickBooks Shipping Manager). In Settings, Choose "Daily Pick Up" Account if you have a UPS driver stopping at your establishment daily and/or you pay a UPS weekly service charge. Choose "On Demand/Occasional " Account if you have a UPS account and you drop off your packages or schedule occasional pick-ups.
A: The rates displayed during Ship Now and Rate Quote or Estimate Cost should be the same. The shipping fees provided during "Ship Now" are the published rates for your UPS account. The shipping fees provided during "Rate Quote" or "Estimate Cost" are based upon the setting you choose in "Settings". In order to calculate correct rate quotes, be sure that you have selected the right account type in Settings.
In Settings, choose "Daily Pick-up" if you are an occasional UPS customer that pays Daily Rates, have a UPS driver stopping at your establishment daily, and/or if you pay a UPS weekly service charge. Choose "Occasional/On Demand" if you have a UPS account, do not pay Daily Rates, and you drop off your packages or schedule occasional pick-ups.
A: UPS will confirm that the City, State, and Zip Code are valid prior to shipping. To enable (or disable) address validation, go to Settings, then Shipment Defaults, and check (or uncheck) the box to select Validate all USA addresses prior to shipment processing.
NOTICE: UPS assumes no liability for the information provided by the address validation functionality. The address validation functionality does not support the identification or verification of occupants at an address. Please note that UPS may charge additional fees for invalid delivery addresses.
A: Yes, go to Settings and select Shipment Defaults. Provide your preferences here. The Shipping Form will then default to meet your most frequent shipping characteristics.
A: No, you do not need an End of Day Report or Summary Barcode for the UPS driver to sign when using UPS OnLine® Tools integrated in QuickBooks.
Each package label has a small package symbol printed near the bottom on the right side. This symbol indicates that each package is prepaid, which indicates to the UPS driver that no additional documentation is needed in order to accept the package. The UPS service provider merely scans the label on the package.
A: Yes, you can print a label in advance. If a label is not used, it can be voided in QuickBooks up to 28 days after generating the shipment.
A: Within 28 days of creating the shipment, you can void the package within QuickBooks. From the File menu, select Shipping, then select UPS Shipping Options, then select Track or Cancel a Shipment. Select the shipment you want to void, and click the Delete button. If beyond 28 days, but within 180 days, contact UPS.