How QuickBooks Shipping Manager UPS Can Help You

Save time!

Get the convenience of preparing and printing your UPS shipping labels1 complete with UPS Tracking Numbers, using customer information already entered in QuickBooks. See how below.

Accessing QuickBooks Shipping Manager for UPS

You can access the Shipping Manager by clicking on the File menu and selecting Shipping (for POS users, click on the Point of Sale menu and select QuickBooks Shipping Manager).

The Shipping Manager can also be accessed from the Invoicing screen by clicking the Ship icon. When accessed from here, any customer contact information will automatically be pre-filled in the shipping form. Starting in QuickBooks 2006 an identical Ship icon also exists on the Sales Receipt screen (for POS users, click on the Ship These Items button on the Sales Receipt or Estimate Shipping Charges button on the Sales Order).

Setting up Shipping Manager for UPS

For QuickBooks:
When you first access the QuickBooks Shipping Manager, and select UPS, you will be prompted to set up the service. A setup wizard will walk you through the following steps:

Step 1: Enter "Ship From" address information and UPS Account Number.
Input this information only once, then Shipping Manager will store it for future uses. If you do not have a UPS account you can get one online at https://www.ups.com/myups/info/openacct or call 1-800-PICK-UPS.

Step 2: Accept the End User License Agreement.
Read and choose "I Agree to terms and conditions" when the End User License Agreement comes up.

Step 3: Select Printer.
Finally, you will be asked to select a default printer where your shipping labels will be printed.

Once setup is complete the Shipping Manager will be launched allowing you to create a shipment.

For POS:
Step 1. Make sure Shipping Manager is enabled.
Go to Edit: Preferences, and check "I want to record shipping addresses on sales receipts."

Go to Edit: Preferences: Company: Sales: Shipping, and check "Use QuickBooks Shipping Manager".

Then, make sure that the following preferences are selected:

Step 2. Go into Company Preferences.
Check the "I want to record shipping addresses on sales receipts" box in the General Preferences.

Check the "Use QuickBooks Shipping Manager" box under the Sales>Shipping preferences.

Step 3. Follow the steps shown for QuickBooks above.

Creating shipping labels with Shipping Manager for UPS

The Shipping Manager allows you to create a UPS label.

Here's how it works:

Step 1: Select UPS services.
The Shipping Manager allows you to select from UPS domestic services, including UPS Ground, UPS Next Day Air® UPS 2nd Day Air®

Step 2: Enter shipment details.
Fill in the shipping information requested.

Step 3: Check rates.
Click on the 'Estimate Cost' link to request a rate quote before creating the label.

Step 4: Print the label.
The label is created and sent to your printer (support for thermal label printers in QuickBooks 2007).

You can copy the UPS Tracking Number and shipping costs directly to the Invoice and Sales Receipt. For POS customers, the UPS Tracking Number and shipping costs will appear directly on the Sales Receipt.

The shipping information appears on the invoice where indicated.

Important disclaimers, disclosures and UPS Notes
1 Shipping Manager requires at least QuickBooks Pro, Premier 2003 for Windows or Enterprise Solutions 2.0 or QuickBooks Point of Sale 7.0 Pro, Pro Multi-Store or higher. UPS, the UPS Shield Trademark and the Color Brown are trademarks of United Parcel Service of America, Inc. All Rights Reserved.

UPS functionality available in QuickBooks 2005 and higher or QuickBooks Point of Sale 7.0 Pro, Pro Multi-Store or higher.