Level 2

Tracking Number Field

We do not use the Quickbooks Shipping Manager because it is too limiting and we have a separate solution that handles all of our shipping needs. We use Quickbooks Web Connector in order to import the tracking numbers into Quickbooks Desktop. This essentially adds the Shipping information as a "Shipping" Item on a line on the Invoice.

 

Customers get this information when we email them a pdf copy of their invoice. Several customers have expressed that they do not like having to go into the pdf to get the tracking number and when they do, it is not hyperlinked or anything in order to make tracking easier. 

 

In researching discussion topics, I see that Quickbooks online has fields for "Ship Via", "Ship Date", and "Tracking No." Importing this data into defined fields should then allow this information to be inserted into the email body. 

 

Does Quickbooks Desktop have the option for these fields?