Set up and use QuickBooks Shipping Manager

QuickBooks Shipping Manager allows you to ship and mail with UPS, USPS, and FedEx right from your QuickBooks. No more writing labels by hand. This add-on pre-fills the shipping labels with the customer address details from Invoices or Sales Receipts.

Set up Shipping Manager

In QuickBooks Desktop

Note: Multi-user setup for Shipping Manager is not currently supported.

For FedEx

1. In QuickBooks, go to File, Shipping then Ship FedEx Package.
   Reminder: If this is first-time setup, a wizard will guide you through the process.
2. Read the End User License Agreement, choose I agree to terms and conditions, then select Next.
3. Enter your account information.
   Reminder: If you don't have a FedEx account number, call 888-411-5147.
4. Configure your printer settings. Additional printer settings will be available after setup.
5. Select Next.
6. Once your account is fully configured, select Finish.
7. You can now process a shipment.

Note: To avoid getting an error, you may need to add FedEx and Intuit in your trusted sites.

For UPS

1. In QuickBooks, go to File, Shipping then Ship UPS Package.
   Reminder: If this is first-time setup, a wizard will guide you through the process.
2. Enter your account information. You only need to enter this information once. Shipping Manager will store it for future use.
   Reminder: If you don't have a UPS account, get one online or call 800-PICK-UPS.
3. Read the End User License Agreement, choose I Agree to terms and conditions, then select Next.
4. Configure your printer settings. Additional printer settings will be available after setup.
5. Select Next.
6. Once your account is fully configured, select Finish.
7. You can now process a shipment.

For USPS

1. In QuickBooks, go to File, Shipping then Ship USPS Package.
   Reminder: If this is first-time setup, a wizard will guide you through the process.
2. Choose Create a new Stamps.com account or Use my existing Stamps.com account, then select Next.
3. If you choose Use my existing account:
   1. Read the Terms and Conditions, choose I agree to terms and conditions, then desktop Next.
   2. Enter your existing Stamps.com account information.
   3. Configure your printer settings.
   4. Finish setup.
   5. You can now process a shipment.
   If you choose Create a new Stamps.com account:
   1. Select a plan. Choose the plan that best suits your needs.
      • The Limited Plan
      • The Complete Plan

      Note: For more information about these plans, please check out the USPS-specific section under the FAQs tab on our website.

   2. Read the End User License Agreement, choose I agree to terms and conditions, then select Continue.
   3. Enter your account information.
   4. Configure printer settings.
   5. Configure scale settings.
      Reminder: If you selected the Complete Plan, the 5-lb digital scale is free and you just need to pay shipping and handling.
   6. Finish setup.
   7. You can now process a shipment.

In QuickBooks Desktop Point of Sale

Set up Shipping Manager on each workstation that needs it. You can share the same account number on all your workstations.

Reminder: QuickBooks Desktop Point of Sale only works with UPS.

Step 1: Turn on Shipping Manager

1. Go to File, Preferences then Company.
2. From the left menu, select General, then choose I want to record shipping addresses on sales receipts.
3. From the left menu, select Sales, Shipping then choose Use QuickBooks Shipping Manager.
   Optional: Select the I do not charge my customers for shipping checkbox. This option allows you to make shipments without adding the shipping amount to the sale total. This can be used, for example, if you have already built shipping charges into your sales prices.
4. In the Shipping Providers list, add or remove providers or service.
5. Select Save.

Step 2: Set up Shipping Manager

1. From the Point of Sale menu, go to QuickBooks Shipping Manager, UPS Shipping Options then Settings.
2. Enter your account information.
   Reminder: If you don't have a UPS account, get one online or call 800-PICK-UPS.
3. When the End User License Agreement comes up, read and choose I Agree to terms and conditions, then select Next.
4. Configure your printer settings. Additional printer settings will be available after setup.
5. Select Next.
6. Once your account is fully configured, select Finish.

Process a shipment in Shipping Manager

Step 1: Open Shipping Manager

Launch Shipping Manager in one of the following ways.

• In QuickBooks Desktop:
  • Go to File, Shipping then Ship [Carrier] Package.
  • From either the Create Invoices or Enter Sales Receipts window:
    1. Go to Send/Ship tab.
    2. Select your carrier, then choose Ship [Carrier] Package.
• In QuickBooks Desktop Point of Sale: Select the Point of Sale menu, then choose QuickBooks Shipping Manager.

Step 2: Process the shipment

Ship with FedEx

1. Choose a FedEx service.
   Reminder: Shipping Manager allows you to choose the FedEx Express or FedEx Ground service you need.
2. Enter the shipment details. Required entries are highlighted in red.
3. To check the rate, press F2 on your keyboard or select Available Services.
4. To print the label and process the shipment, select Ship.
5. The Shipment Confirmation window will appear. If you want the FedEx package tracking number and shipping charges to be copied onto the sales form, check the Paste to Form checkbox. Otherwise, choose Close.

Ship with UPS

1. Choose a UPS service.
   Reminder: The Shipping Manager allows you to select from UPS domestic services.
2. Enter the shipment details. Required entries are highlighted in red.
3. To check the rate, press F2 on your keyboard or select Available Services.
4. To print the label and process shipment, select Ship.
5. The Shipment Confirmation window will appear. If you want the UPS package tracking number and shipping charges to appear in the sales form, check Paste to Form.
   For Point of Sale: The UPS Tracking Number and shipping costs will appear directly on the Sales Receipt.
6. Select Close.

Ship with USPS

1. Select a USPS service.
2. Enter the shipment details. Required fields are highlighted in red.
3. To check the rate, press F2 on your keyboard or select Available Services.
4. To print the label and process shipment, select Ship.
5. The Shipment Confirmation window will appear. If you want the UPS package tracking number and shipping charges to appear in the sales form, check Paste to Form. Otherwise, choose Close.

Step 3: Print the shipping labels

After you've created a shipment, you can print the shipping labels in QuickBooks Point of Sale.