Get Started with the new Shipping Manager in QuickBooks Desktop

To start the new shipping experience, access the Shipping Manager from different areas in QuickBooks Desktop.

• File: Go to File, then select Shipping Manager.
  

• Invoice: Go to any invoice, then select Shipping Manager.
  

• Sales Receipts: Go to any sales receipts, and select Shipping Manager.
  

• Sales Order Fulfillment Worksheet:
  • Go to the Customer tab, then select the Sales Order Fulfilment Worksheet.
  • Select any sales order, and on the Action select Ship with Shipping Manager.

Note: To begin the setup process, select the Get Started button.

1. Log in to your Intuit account. Enter the Master Admin (MMA) credentials for the company file realm to continue.
2. Read and agree to the ShipEngine Terms of Service to continue.
3. Enter the ship from address.
4. Enter credit card details.
5. Select Confirm to finish the setup.

A new USPS account will be created for you through the Intuit and ShipEngine partnership, giving you exclusive discounted rates through QuickBooks Desktop.

To use USPS for label purchases, you need to have funds in your shipping wallet. Only the QuickBooks admin can add funds to this wallet.

1. Go to File, then select Shipping Manager.
2. Select Add Funds, then enter the amount you wish to add.
3. Select Add Now.

Turn on Auto-funding to automatically refill your wallet when the balance is low:

• When balance falls below: Set the minimum balance for auto-refill.
• Add the following amount: Enter the amount you want to add to your wallet.
• Maximum times per day: Set the maximum number of times the wallet can refill within the day.

After setup, select Save rules.

Note: The wallet is managed by ShipEngine and is only for USPS shipments. For questions or issues, contact ShipEngine support.

If you have FedEx and UPS accounts, you can integrate them with the QuickBooks Desktop Shipping Manager to manage your shipping needs. Only QuickBooks admins can add external carrier accounts.

1. Go to File, then select Shipping Manager.
2. Select Manage Carriers, then select the Additional Carrier tab.
   To add a FedEx account:
   a. Select Connect Carriers, then select FedEx from the list.
   Note: You will see the FedEx terms and conditions. Please read carefully.
   b. Select Continue, then Enter FedEx Account Details.
   c. Select Connect to link your FedEx account.
   To add a UPS account:
   a. Select Connect Carriers, and select UPS from the list.
   b. Enter your UPS account details.
   c. Enter your UPS username and password.
   d. Select Authenticate Account.

You can purchase shipping labels separately or directly from transactions in QuickBooks Desktop.

1. Create a label.
   Separate:
   a. Go to File, then select Shipping Manager.
   b. Select Purchase shipping label.
   Direct:
   You can link shipping labels to the following transaction types:
   • Invoice:
     1. Open an Invoice, then select the Shipping Manager.
     2. Select Purchase Shipping Label.
   • Sales Receipt:
     1. Open a Sales Receipt, then Sselect the Shipping Manager.
     2. Select Purchase Shipping Label.
   • Sales Order:
     1. Go to the Sales Order Fulfillment Worksheet. 
     2. Select a Sales Order you want to ship, then go to the Action column.
     3. Select Ship with Shipping Manager, then select Purchase Shipping Label.

2. Enter shipping details.
3. Enter the package weight and dimensions, then select Calculate rates to view shipping rates from different carriers.
4. Select the Carrier and Service.
5. Select Purchase now to generate the shipping label.
   • Select USPS to charge the fees to your shipping wallet.
   • Select FedEx or UPS to charge the fees to your carrier account.
6. Select Print the label, and Select Email to send the shipment details to the customer.

Note: You can paste the shipment details and tracking number into the invoice, sales receipt, or sales order. After you paste the details, the shipping window will close.

To access a full view of all your shipments:

1. Go to File, then select Shipping Manager.
   Note: You'll find a list of past shipments with creation dates, transaction references, tracking IDs, and carrier services.
2. Select the three-dot ፧ icon to view more details, void shipments, or print labels.

If a purchased shipping label hasn't been scanned and is within the carrier's void period, you can void it through QuickBooks Desktop Shipping Manager.

Note: The specific void policies of each carrier may vary.

1. Go to File, then select Shipping Manager.
2. Select the shipment you want to void.
3. Select the three-dot ፧ icon in the shipment, then select Void Label.
4. Review the voiding terms, then select Confirm void.
5. Select Done.

Note: USPS refunds go to your wallet, other carriers refund to your payment method. Check each carrier's policy for processing times.

If your business ships from multiple locations, you can manage these warehouse addresses in the Shipping Manager settings.

1. Go to File, then select Shipping Manager.
2. Select Settings ⚙️, then select Ship From Locations.
3. Select the Add New Addresses, then enter the complete details for each warehouse address.

Note: Set a default "Ship from" address for labels, or choose from saved addresses when buying.

If you need to print a shipment label later, you can do it from your shipping history.

1. Go to File, then select Shipping Manager.
2. Locate the shipment to print the label for.
3. Select the three-dot ፧ icon, then select Print Label.

You can customize the print layout of your shipping labels and adjust the units of measure for packages and weights.

1. Go to File, then select Shipping Manager.
2. Select Settings ⚙️.
   • To change default print layout:
     1. Select Shipping Label Layout.
     2. Select your preferred label layout type:
        • Letter: ideal for desktop printers.
        • Thermal: ideal for thermal label printers.
   • To change default package and dimension units:
     1. Select Units of Measure.
        • For dimensions, select inch or cm.
        • For weight, select pounds and ounces, grams, or kilograms.