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 receipt, and select Shipping Manager.

• Sales Order Fulfillment Worksheet:
  1. Go to the Customer tab, then select the Sales Order Fulfilment Worksheet.
  2. Select any sales order.
  3. On the Action column, in the select ▼ dropdown. Select Ship with Shipping Manager.

Begin the setup process

1. Go to File, then select Shipping Manager.
2. Select Get Started.
3. Log in to your Intuit account. Enter the Master Admin (MMA) credentials for the company file realm to continue.
4. Read and agree to the ShipEngine Terms of Service.
5. Enter the ship from address.
6. Enter credit card details.
7. Select Confirm to finish the setup.

Note: You’ll have a new USPS account through the Intuit and ShipEngine partnership, offering discounted rates in 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.
4. 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.
5. Select Save rules

Note: ShipEngine manages the wallet for USPS shipments only. For questions or issues contact ShipEngine support at platform@shipengine.com.

Integrate your FedEx and UPS accounts 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:
     1. Select Connect Carriers, then select FedEx from the list.
     2. Check the FedEx terms and conditions, then select Continue.
     3. Enter FedEx Account Details.
     4. Select Connect to link your FedEx account.
   • To add UPS:
     1. Select Connect Carriers, then select UPS from the list.
     2. Enter your UPS account details.
     3. Enter your UPS username and password.
     4. Select Authenticate Account.
   • To add Stamps.com:
     1. Select Connect Carriers, and select Stamps.com from the list.
     2. Enter your account details.
     3. Enter your Stamps.com  Account ID and username and password.
     4. Select Authenticate Account.

1. Purchase shipping labels separately or from QuickBooks Desktop transactions.
   •  Independently:
     1. Go to File, then select Shipping Manager.
     2. Select Purchase shipping label.
   • From transactions:
     • Invoice:
       1. Open an Invoice, then select Shipping Manager.
       2. Select Purchase Shipping Label.
     • Sales Receipt:
       1. Open a Sales Receipt, then select Shipping Manager.
       2. Select Purchase Shipping Label.
     • Sales Order:
       1. Go to 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.

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

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.

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.

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

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.

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.
   • To change default package and dimension units, select Units of Measure.

You’ll notice some changes between the old and new Shipping Manager experience. If you see something missing, select the Feedback button in the new Shipping Manager window to let us know. This will help us look for ways to improve your experience.