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G_Paulhus
Level 2

Download spreadsheet for orders to upload to stamps.com

I need to create a report with:

 

Customer name and shipping address

Product price

Product name

 

In order to create a spreadsheet that I would then upload to my stamps.com software. I cannot use quickbooks software it has to be online for my staff to use while out and about.

 

What leve of quickbooks online would I need?

Solved
Best answer May 27, 2020

Best Answers
ReyJohn_D
Moderator

Download spreadsheet for orders to upload to stamps.com

Thanks for getting back here in the Community,@G_Paulhus.

 

Yes, you're right! You'll have to manually merge the two exported reports by copy and pasting the information to Excel.

 

For your second concern, you can go to the Apps menu in your QuickBooks Online or visit apps.intuit.com and look for the apps that suit your needs. This way, you'll be able to merge your exported reports easily. Here's how:

 

  1. Go to the Apps menu in the left pane.
  2. Click Find apps then enter and look for the desired app.

A15.PNG

For your third concern, you'll be able to access the app you like regardless of the type of subscription you have.

 

Furthermore, feel free to read this handy help article in case you have other QuickBooks concerns, such as managing your inventories, employees and payroll taxes, running reports, setting up payments, tracking projects for profitability, etc. to keep your business up and running well.

 

Fill me in if you need any help by leaving a comment below.. Have a great day and take care always.

View solution in original post

Rasa-LilaM
QuickBooks Team

Download spreadsheet for orders to upload to stamps.com

Thanks for adding more information about your concern, @G_Paulhus.


Based on the details shared above, I still suggest you run two separate reports. Then, manually combine them to get the data you need. This is because QBO doesn’t have a built-in report to show the customers’ information and the associated orders.


I can see how having a report like that in the program would be helpful. The Community recognizes feedback and suggestions from customers like you can help us improve our product and services to our customers' delight. I’ll send feedback on your behalf for consideration in future enhancements.


I also invite you to visit the QuickBooks Blog to know more about our latest happenings. From there, you’ll get the recent news, features, and updates about QBO.

For tips and tricks about refining the data on a report, check out the following guide. It contains detailed information on how to sort or filter the information as well as screenshots for visual reference: You can do WHAT in QuickBooks? Customizing Reports.


Stay in touch if you have any other concerns or questions about the product. Please know the Community has your back and I’m here ready to answer them for you.

View solution in original post

21 Comments
AlcaeusF
Moderator

Download spreadsheet for orders to upload to stamps.com

Welcome to the QuickBooks family, @G_Paulhus.

 

I can share some insights about how you can come up with the data you need in QuickBooks Online.

 

There are two reports available to show the customer and product details. You can try running the Customer Contact List and Physical Inventory Worksheet report and export them to Excel.


Once done, I suggest manually merging both of the exported data into a single file. When using the reports in QuickBooks, there's an option for you to filter the columns that you want to show and hide.

 

Here's how you can run the report:

 

  1. On the left panel, click Reports.
  2. Select Customer Contact List or Physical Inventory Worksheet.
  3. Press the small cogwheel icon within the report.
  4. Put a checkmark on the columns you want to show.
  5. Hit the export icon.
  6. Choose Export to Excel

I've included an article you can use to handle reports, like how you can customize them to focus on the details your business needs: Customize reports in QuickBooks Online.

 

Please know that I'm just a post away if you have any other questions. Have a great day ahead.

G_Paulhus
Level 2

Download spreadsheet for orders to upload to stamps.com

Thanks for that. I do not see an option for a physical inventory worksheet. Furthermore I am not keeping inventory on these products. I was able to successfully pull the name and shipping address as well as email so that was helpful. I am in the $7/month plan right now.

Mark_R
QuickBooks Team

Download spreadsheet for orders to upload to stamps.com

Thank you for getting back to us, @G_Paulhus.

 

The Physical Inventory Worksheet report is only available in QuickBooks Online Plus and Advanced version. Since you're using the Simple Start version of QuickBooks, you can run and export the Product/Service List report to Excel. This way, you can see the product price and name on this report. 

 

Here's how:

 

  1. Click Reports from the left panel.
  2. Search for Product/Service List report.
  3. Select the export icon and choose Export to Excel.

Once done, you can now merge both Customer Contact List and Product/Service List data into a single file.

 

I'm adding this article for more details: Export your reports to Excel from QuickBooks Online.

 

Just in case you want to memorize some reports in your QuickBooks Online, feel free to check out this article for more guidance: Memorize reports in QuickBooks Online.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day and keep safe.

G_Paulhus
Level 2

Download spreadsheet for orders to upload to stamps.com

Thank you. That seems to work for my needs, would I be manually merging my two excel files by copy/pasting?

 

Aside from this method, is their an app such as shipstation that might make this easier? And if so which leve of online plan would I need to buy to use such an app?

ReyJohn_D
Moderator

Download spreadsheet for orders to upload to stamps.com

Thanks for getting back here in the Community,@G_Paulhus.

 

Yes, you're right! You'll have to manually merge the two exported reports by copy and pasting the information to Excel.

 

For your second concern, you can go to the Apps menu in your QuickBooks Online or visit apps.intuit.com and look for the apps that suit your needs. This way, you'll be able to merge your exported reports easily. Here's how:

 

  1. Go to the Apps menu in the left pane.
  2. Click Find apps then enter and look for the desired app.

A15.PNG

For your third concern, you'll be able to access the app you like regardless of the type of subscription you have.

 

Furthermore, feel free to read this handy help article in case you have other QuickBooks concerns, such as managing your inventories, employees and payroll taxes, running reports, setting up payments, tracking projects for profitability, etc. to keep your business up and running well.

 

Fill me in if you need any help by leaving a comment below.. Have a great day and take care always.

View solution in original post

Fiat Lux - ASIA
Level 15

Download spreadsheet for orders to upload to stamps.com

@G_Paulhus 

As another option, consider having an inventory maangement app to sync your data to QBO and the shipping management or 3PL. Start exploring from these apps:

https:// go.tradegecko.com/register?code=fiat-lux

https://www. zaperp.com/ref/25/

 

 

G_Paulhus
Level 2

Download spreadsheet for orders to upload to stamps.com

Hi, now that I have more orders inputted and I uploaded all my customers I tried this again. My problem is, how do I know which customer ordered which product? I only want the last 3 days worth of orders to be created in my report, as we ship every three days. I would have thought there would be a way to download just my sales receipts from say the last three days and have all that info. appear in an excel file and then I could upload that into stamps.com.

 

 

MaryAnn_E
QuickBooks Team

Download spreadsheet for orders to upload to stamps.com

Hi there, @G_Paulhus.

 

You can try running the Sales by Product/Service Detail report to generate the information you need from your sales receipt. Then customize the report by the customer’s name and date.

 

Here's how:

 

  1. On the left navigation bar, click Reports.
  2. Select Sales by Product/Service Detail.
  3. Click the Customize button.
  4. Filter the date range.
  5. Select Filter and check Customer then select the threes customers' names.
  6. Check Transaction Type and choose Sales Receipt.
  7. Click Run report to refresh. 

 

Once done, you can export your reports to Excel from QuickBooks Online.

 

You can read this article for more information about customize reports work on QuickBooks Online: Customize your reports in QuickBooks Online.

 

Also, check out this article about memorizing your reports to save its current customization settings.

 

If you need more help, you can always reach out to me. Take care!

G_Paulhus
Level 2

Download spreadsheet for orders to upload to stamps.com

Thanks for the idea. However, there is no option that I see to include the customer name, address and email and even phone which I would need.

 

How do other people make shipping labels from Quickbooks orders? I can't be the only one wanting to do this.

Rejeil_O
QuickBooks Team

Download spreadsheet for orders to upload to stamps.com

Hi there @G_Paulhus,

 

Let me help you with your concern. You can use the Customer Contact List report to pull up the customer's name, address, email, and phone number statement. Follow these steps to run the report:

 

  1. On your left panel, click the Reports tab.
  2. Type Customer Contact List report in the Find report by name box.
  3. Click the Cogwheel icon within the report.
  4. Put a checkmark on the column you want to show in the report.

You can use this screenshot as your reference.

customer contact list.PNG

 

Once done, it will show all the information of the customer. I've also added an article that helps you customize a report.

 

Also, the shipping labels feature is only available in QuickBooks Desktop. However, in QuickBooks Online you can use third-party apps and search for the application that suits your needs. You can follow the steps provided by my colleague ReyJohn_D for searching the apps.

 

If you have follow-up questions, feel free to leave a message in the comment section. I'm always here to help. Have a good one!

G_Paulhus
Level 2

Download spreadsheet for orders to upload to stamps.com

That doesn't help because my sales report doesn't show which customer bought what. So I have no way of knowing which name to look up.

MariaSoledadG
QuickBooks Team

Download spreadsheet for orders to upload to stamps.com

Hello, G_Paulhus.

 

You'll want to run and customize the Transactions List by Customer report to show the information that you want such as your customer name. Let me guide you with the steps.

  1. Click Reports on the left menu.
  2. On the Search bar, type the Transaction List by Customer report.
  3. Make sure to select the correct report period.
  4. Click Customize, then select Filter to show the information you need.
  5. Click Run Report.

Here's an article to give you more information about customizing a report: Customize Reports in QuickBooks Online.

 

For future reference, you can also run different kinds of reports in QuickBooks: Run Reports in QuickBooks Online.

 

Feel free to let me know if there's anything else you need. I always make sure to help.

G_Paulhus
Level 2

Download spreadsheet for orders to upload to stamps.com

Hi, I don't see Transaction Report by Customer. There is a Transaction list by date, Transaction list by Vendor, 1099 Transaction Detail Report, and recent transactions, but none by customer.

Joesem M
QuickBooks Team

Download spreadsheet for orders to upload to stamps.com

Thanks for getting back to us, @G_Paulhus.

 

If you mean Transaction List by Customer that my colleague provided above, we can use the Find report by name search bar to search for reports by name. Also, you can browse the list, hover your cursor to Sales and customers.

 

I've added a screenshot for visual reference.

 

jj.PNG

 

If you wish to add this report to your Favorites for convenience, you can just simply click on the star icon beside the report.

 

As always, feel free to read our help articles in case you need tips and related links while working with QuickBooks in the future.

 

Post again if there's anything you need assistance with. I'm always here to help. Take care.

G_Paulhus
Level 2

Download spreadsheet for orders to upload to stamps.com

AlexV
QuickBooks Team

Download spreadsheet for orders to upload to stamps.com

Hello there, G_Paulhus.

 

The reports available on your QuickBooks Online account depends on the plan. With these reports you've listed, it seems that you subscribe to the QuickBooks Online Simple Start. You can refer to this article for more details: Reports included in your QuickBooks Online subscription. You'll want to upgrade your plan to have more reports that are beneficial into your business.

 

As a workaround, you'll want to add a note or a summary of the items/products in the Message displayed on statement field when creating a sales transaction. That way, you can pull the Transaction List by Date report to see the list of transactions with customer names and items/products.

 

I'll be here if you need more help with this. Have a great day!

G_Paulhus
Level 2

Download spreadsheet for orders to upload to stamps.com

I was able to make the memo aspect work so that was good. However, say if I have 30 orders in a day, am I supposed to copy and paste the names to get the billing addresses to pull up also? Like do them one by one? I wanted something that allowed to download all the regular info. needed for an order to upload into stamps.com. I can pay extra for a higher plan if it will make this easier for me, but so far I am not convinced any of the options are easy.

 

 

MaryLandT
QuickBooks Team

Download spreadsheet for orders to upload to stamps.com

Thanks for getting back to us, G_Paulhus,

 

You'll need to pull up two separate reports to get the data even if you upgrade the subscription. The first one is Customer Contact List and Sales by Customer Summary for the other.

 

Then, export them to Excel and combine the information from there so you can upload them into stamps.com.


I've added this article to help you export the customer contact information, Move your lists to QuickBooks Online. It has a sample file as your guide during the process.

 

Stay in touch if you have follow-up questions. I'm always right here to help.

Fiat Lux - ASIA
Level 15

Download spreadsheet for orders to upload to stamps.com

@G_Paulhus 

Utilize TP Exporter for Online to export your data out to XLS.

https:// transactionpro.grsm.io/qbo 

G_Paulhus
Level 2

Download spreadsheet for orders to upload to stamps.com

MaryLandT,

 

Thank you for providing those articles. I still don't understand though, say if I have 20 orders from 20 different people on a given day. Am I having to manually search for each of those 20 customers names, addresses and email addresses to associate with each of the 20 new orders I received, one by one? That doesn't really save me any time versus just typing it all over again as I type fast. 

Rasa-LilaM
QuickBooks Team

Download spreadsheet for orders to upload to stamps.com

Thanks for adding more information about your concern, @G_Paulhus.


Based on the details shared above, I still suggest you run two separate reports. Then, manually combine them to get the data you need. This is because QBO doesn’t have a built-in report to show the customers’ information and the associated orders.


I can see how having a report like that in the program would be helpful. The Community recognizes feedback and suggestions from customers like you can help us improve our product and services to our customers' delight. I’ll send feedback on your behalf for consideration in future enhancements.


I also invite you to visit the QuickBooks Blog to know more about our latest happenings. From there, you’ll get the recent news, features, and updates about QBO.

For tips and tricks about refining the data on a report, check out the following guide. It contains detailed information on how to sort or filter the information as well as screenshots for visual reference: You can do WHAT in QuickBooks? Customizing Reports.


Stay in touch if you have any other concerns or questions about the product. Please know the Community has your back and I’m here ready to answer them for you.

View solution in original post

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