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Experienced Member

How to print a Bill of Lading

Hello

Using Enterprise 19 with advanced inventory, how do we print a bill of lading?

 

Thank you

 

3 Comments
Moderator

Re: How to print a Bill of Lading

Good day, @Mary_9,

 

I can give you the steps to print Bill of Lading or Packing Slips in QuickBooks Desktop.

 

You can do this by opening a specific sales order and updating the packing slip template manually. Perform the steps below:

 

  1. Click on the Customers tab, then select Customer Center.
  2. Tap the Transactions tab found at the left section of the Customer's page.
  3. Go to the Sales Orders menu.
  4. Double-click the sales order you want to print the packing slip for.
  5. Once you open the transaction, update the Template field and select Intuit S.O. Packing Slip.
  6. Press the Print icon or click on the Print Later box if you opt to print it at a later time.
  7. When your done, re-select your S.O. template from the drop down list.

 

As always, please feel free to get back to me any time if you have any questions. I'll be more than happy to help you anytime. Have a nice day!

 

Experienced Member

Re: How to print a Bill of Lading

This solution does not work.  A packing slip does not contain the information needed on a bill of lading.

We will create a modified template and see if we can get all the information we need.

 

Thank you

Highlighted
QuickBooks Team

Re: How to print a Bill of Lading

Hello Mary_9,

 

Printing a bill of lading is unavailable. However, you can customize your template to add the shipping information or check for a third-party application to print it. Let me walk you through how to modify your template.

  1. Click Lists.
  2. Click Templates.
  3. Double-click your template and then click Edit Template.
  4. Click the Additional Customization button to add a Columns.
  5. Click the Layout Designer button to add a Text Box, Data Field, or Image.
  6. Click OK. Then, OK to close the Basic Customization window.

You can read this handy article for more information about: Use and customize form templates.

 

You might also want to check our page for future reference: Sales and customers.

 

Let me know if you need help with anything else.