Intuit QuickBooks Shipping Manager

Save time!

Get the convenience of preparing and printing your UPS shipping labels¹ complete with UPS Tracking Numbers, using customer information already entered in QuickBooks. See how below.

You can access the Shipping Manager by clicking on the File menu and selecting Shipping (for POS users, click on the Point of Sale menu and select QuickBooks Shipping Manager).

The Shipping Manager can also be accessed from the Invoicing screen by clicking the Ship icon. When accessed from here, any customer contact information will automatically be pre-filled in the shipping form. An identical Ship icon also exists on the Sales Receipt screen (for POS users, click on the Ship These Items button on the Sales Receipt or Estimate Shipping Charges button on the Sales Order).

For QuickBooks:

When you first access the QuickBooks Shipping Manager, and select UPS, you will be prompted to set up the service. A setup wizard will walk you through the following steps:

Step 1: Enter “Ship From” address information and UPS Account Number. Input this information only once, then Shipping Manager will store it for future uses. If you do not have a UPS account you can get one online here or call 1-800-PICK-UPS.

Step 2: Accept the End User License Agreement. Read and choose “I Agree to terms and conditions” when the End User License Agreement comes up.

Step 3: Select Printer. Finally, you will be asked to select a default printer where your shipping labels will be printed.

Once setup is complete the Shipping Manager will be launched allowing you to create a shipment.

For POS:

For POS: Step 1. Make sure Shipping Manager is enabled. Go to Edit: Preferences, and check “I want to record shipping addresses on sales receipts.”

Go to Edit: Preferences: Company: Sales: Shipping, and check “Use QuickBooks Shipping Manager”.

Then, make sure that the following preferences are selected:

Step 2. Go into Company Preferences. Check the “I want to record shipping addresses on sales receipts” box in the General Preferences.

Check the “Use QuickBooks Shipping Manager” box under the Sales>Shipping preferences.

Step 3. Follow the steps shown for QuickBooks above.

The Shipping Manager allows you to create a UPS label.

Here’s how it works:

Step 1: Select UPS services. The Shipping Manager allows you to select from UPS domestic services, including UPS Ground^®, UPS Next Day Air^®, UPS Next Day Air^® Early AM^®, UPS Next Day Air Saver^®, UPS 2nd Day Air A.M.^®, UPS 2nd Day Air^®, and UPS 3 Day Select^®.

Step 2: Enter shipment details. Fill in the shipping information requested.

Step 3: Check rates. To request rate and delivery date quotes before creating the label, press or click on “Available Services.”

Step 4: Print the label. The label is created and sent to your printer.

You can copy the UPS Tracking Number and shipping costs directly to the Invoice and Sales Receipt. For POS customers, the UPS Tracking Number and shipping costs will appear directly on the Sales Receipt.

The shipping information appears on the invoice where indicated.

No more trips to the Post OfficeTM. Powered by online postage leader Stamps.com, QuickBooks Shipping Manager for USPS will help you prepare and print USPS postage and shipping labels quickly and easily. Learn how in the Creating shipping labels with Shipping Manager for USPS section below.

By printing USPS postage through QuickBooks Shipping Manager, you will save up to 15% on Priority Mail and up to 21% on Express Mail. Stamps.com also makes managing your invoicing and general office mailing a breeze. When you sign up for the Stamps.com USPS Complete Plan, you’ll be able to print postage stamps, print postage directly on envelopes and even print Certified mail forms right from your computer. Click here to learn more about Stamps.com USPS Complete.

You can access the Shipping Manager by clicking on the File menu and selecting Shipping.

The Shipping Manager can also be accessed from the Invoicing screen by clicking the Ship icon. When accessed from here, any customer contact information will automatically be pre-filled in the shipping form. An identical Ship icon also exists on the Sales Receipt screen.

When you first access the QuickBooks Shipping Manager and select USPS, you will be prompted to set up the service. A setup wizard will walk you through the following steps:

Step 1: Select “Create a new Stamps.com account” or “Use my existing Stamps.com account”.

If you choose to “Create a new Stamps.com account”:

Step 2: Select a Plan.

The next screen will ask you to select the plan that best meets your shipping needs: the Limited Plan or Complete Plan. The Limited Plan is free and allows you to print Priority Mail and Express Mail labels for domestic packages only. The Complete Plan is only $15.99 a month and gives you a complete set of USPS mailing and shipping functions using Stamps.com Pro Software. You’ll even be able to print postage stamps and print postage directly on envelopes (For more information on the plans, see the USPS Specific Questions section under the FAQs tab.)

Step 3: Terms and Conditions.

Select “I agree to terms and conditions” and then click continue.

Step 4: Enter Your Account Information.

Step 5: Choose your printer.

Step 6: Choose your scale.

If you selected the Complete Plan, the 5 lb digital scale is free. Just pay shipping and handling.

Step 7: Finish Setup.

If you choose “Use my existing Stamps.com account”:

Step 2: Provide Your Existing Stamps.com Account Information.

Step 3: Choose Your printer.

Step 4: Finish Setup.

The Shipping Manager allows you to create a USPS label.

Here’s how it works:

Step 1: Select a USPS Service.

The Shipping Manager allows you to select the USPS service you need. Please note that you’ll only have access to the services included in your plan.

Step 2: Enter Shipment Details.

Enter the information requested.

Step 3: Check the Rate.

Click on the Estimate Cost link to request a rate quote before creating the label.

Step 4: Print Your Label.

The label is created and sent to your laser printer or thermal printer.

You can copy the shipping tracking number and shipping costs directly to the Invoice and Sales Receipt.

The shipping information appears on the invoice where indicated.

Save time.

Prepare and print your FedEx shipping labels with ease with QuickBooks Shipping Manager. Process and print FedEx labels, and even schedule pickups and track package status through your QuickBooks software.

Save money.

As a QuickBooks customer, you can save up to 26% on shipping and up to 20% at FedEx Office.* To learn more and enroll in the discount program, click here or call 1.888.411.5174 and mention code YTGN4T13.

Grow your business.

Drive more customers to your business with marketing and promotional pieces from FedEx Office. Improve customer service and reach more customers quickly with faster shipping.

You can access the Shipping Manager by clicking on the File menu and selecting Shipping.

The Shipping Manager can also be accessed from the Invoicing screen by clicking the Ship icon. When accessed from here, any customer contact information will automatically be pre-filled in the shipping form. Starting in QuickBooks 2006 an identical Ship icon also exists on the Sales Receipt screen.

When you first access the QuickBooks Shipping Manager and select FedEx, you will be prompted to set up the service. A setup wizard will walk you through the following steps:

Step 1: Accept the End-user License Agreement.

Read and choose “I Agree to terms and conditions” when the end-user license agreement comes up.

Step 2: Enter “Ship From” address information.

Input this information only once, then Shipping Manager will store it for future uses.

Step 3: Enter FedEx Account Number.

If you do not have a FedEx account number please call 1-888-411-5174.

Step 4: Select Printer.

Finally, you will be asked to select a default printer where your shipping labels will be printed.

Once setup is complete, the Shipping Manager will be launched allowing you to create a shipment.

The Shipping Manager allows you to create a FedEx label. FedEx Express is used in this example.

Here’s how it works:

Step 1: Select a FedEx Service.

The Shipping Manager allows you to select the FedEx Express or FedEx Ground service you need.

Step 2: Enter Shipment Details.

Enter the information requested.

Step 3: Check the Rate.

Click on the “Estimate Cost” link to request a rate quote before creating the label.

Step 4: Print Your Label.

The label is created and sent to your laser printer or thermal printer (support for thermal printers in QuickBooks 2007 and higher).

You can copy the shipping tracking number and shipping costs directly to the Invoice and Sales Receipt.

The shipping information appears on the invoice where indicated.

Q: Which QuickBooks windows can I ship from?

A: Currently, you can ship directly from the Invoice and Sales Receipt windows in QuickBooks or the Sales Receipt or Sales Order windows in POS. If you ship from these windows, the customer’s Ship To information will automatically be pre-filled in the Shipping Manager.

If you are not on the Invoice or Sales Receipt screen but wish to ship, you can do this by clicking File, then selecting Shipping (POS users, make sure Shipping Manager is enabled, then click the Point of Sale menu, then select QuickBooks Shipping Manager). Contact information is not automatically pre-filled from here so this information will need to be entered manually. If you wish to ship from the Purchase Order window, you might consider purchasing the add-on from ShipRush.

QuickBooks Point of Sale only works with UPS.

Q: Can shipments be tracked through QuickBooks?

A: Yes, you can track packages shipped through QuickBooks. Simply go to the File menu, click on Shipping, and then click on FedEx Shipping Options, UPS Shipping Options or USPS® Shipping Options (POS Users click the Point of Sale menu, then select QuickBooks Shipping Manager). From there select Track or Cancel a Shipment. Just highlight the line item and click the Track button.

Note: QuickBooks Point of Sale only works with UPS.

Q: Can I use a thermal printer?

A: Yes. The QuickBooks Shipping Manager supports the official Zebra Models 2844 and ZP450 thermal printers.

Q: Can I ship packages to International destinations?

A: New! Yes. QuickBooks supports packages shipped from U.S. origins to international destinations for UPS, FedEx, and USPS.

Q: Can I process multiple packages to the same location at the same time?

A: Yes. The QuickBooks Shipping Manager supports multi-package shipments. In the Package section of the Shipping Manager, click the ‘Add’ button to add multiple packages.

Q: Can shipments be completed in QuickBooks off-line and then uploaded when online?

A: No. You have to be online to complete a shipment. QuickBooks does not currently allow batch processing.

Q: How do I put the tracking number onto the Invoice or Sales Receipt form?

A: At the end of the shipping process within QuickBooks, you will have the option to automatically copy the tracking number and shipping charges to the form where the Shipping Manager was launched. Just check the box in the window that pops up after you click the Ship Now button. In other words, if you launch the Shipping Manager from the Invoice form then you can easily copy the tracking number and shipping charges to the Invoice itself.

For POS users, the UPS Tracking Number and shipping charges will automatically appear on the Sales Receipt window. Additionally, the estimated shipping charges will appear on the Sales Order window.

Note: QuickBooks Point of Sale only works with UPS.

Q: I’m having trouble with QuickBooks Shipping Manager, where can I get technical support?

A: QuickBooks Shipping Manager is a service of QuickBooks, and is therefore supported by Intuit. You can get support by calling (888) 320-7276 or visiting http://www.quickbooks.com/support/.

For questions about FedEx Discounts, see the Shipping Manager pricing information or call (888) 411-5174.

For questions about UPS shipments or pricing visit www.ups.com or call 1-800-PICK-UPS (742-5877).

For questions about USPS shipments and Stamps.com, visit www.stamps.com or call (888) 434-0055.

Q: Can I bill my shipments freight collect or to a third party account?

A: Yes, payment options for both UPS and FedEx shipments are prepaid, freight collect or third party billing.

For UPS, in the Payment section, select Freight Collect to bill the person or company to whom you are shipping (you will have to enter their account number). Select Third Party to bill an account that is neither shipping nor receiving the package. Be sure to enter the account number and the associated company name and address.

For FedEx, in the Payment section, select Freight Collect to bill the person or company to whom you are shipping (you will have to enter their account number). Select Third Party to bill an account that is neither shipping nor receiving the package.

For the USPS, shipments are prepaid and do not allow for freight collect or third party billing.

Q: How do I print return shipping labels?

A: There are multiple options for delivering return shipping labels. First, click the icon to the left of the From field. This will swap the From/To addresses allowing you to create a return label.

FedEx offers three different options for creating and delivering return shipping labels. Learn more about each of these options here.

UPS offers five different options for creating and delivering return shipping labels. Learn more about each of these options here.

USPS (Stamps.com) customers on the Complete Plan can create return shipping labels using the Stamps.com software or web version. Click here for details.

Q: What maximum declared value can I state for packages that I am shipping?

A: With some exceptions, both FedEx and UPS allow up to $50,000 to be declared as the value of a package being shipped. Please see the FedEx Service Guide at fedex.com and the UPS Service Guide at ups.com for details.

USPS customers with a Stamps.com account can buy shipping insurance at a 10% discount off of U.S. Postal Service rates and insure packages up to $2,500. No special forms are needed and all claims, if approved, are paid within 7-10 business days. Please see www.stamps.com/shipping for details.

UPS shipments with declared value over $1000 require a High Value Report.

Two copies of the High Value Report will print from QuickBooks Shipping Manager and must be signed by UPS when the shipment is tendered to UPS. One copy is for UPS and one copy is for your records and will be required if there is a need to file a claim.

Q: Can I use an electronic scale to input the weight into the shipping form?

A: Yes, the officially supported electronic scale is the Mettler Toledo PS60 (connection via USB). In the Shipping Manager, select Settings. In Settings, select Scales. Check the flag to Use Electronic Scale. Now, an icon will appear next to the weight field in the Shipping form. Connect the scale, weigh the package to be shipped, and click the scale icon to import the weight data in the weight field on the Shipping Form.

Q: How much shipping history information is available? How do I find it?

A: You have unlimited access to your shipping history information. When you are in the Shipping Manager, click the View button. This will display all previous shipments.

Q: How do I get an estimate for the shipping costs?

A: In the QuickBooks Shipping Manager, press . Estimates for shipping cost and delivery date will be displayed based on the package destination, shipping options, weight, and selected service. You can also click on the Available Services link. A window will be launched displaying the different costs for all shipping services provided by that particular carrier as well as delivery days.

In POS: Make sure you have the Shipping Manager feature turned on. Then select create Shipping Charges, enter the Carrier and Ship-to information, and select “Ship By” method to get the estimate.

Q: What is Stamps.com?

A: Stamps.com is a service that allows you to print official United States Postal Service® postage directly from your PC and printer. No special hardware is needed.

Q: What QuickBooks editions are compatible with Shipping Manager for USPS?

A: Shipping Manager for USPS is compatible with QuickBooks 2011 editions or higher.

Q: What type of discounts can I get with Stamps.com?

A: With Stamps.com you get discounts you can’t even get at the Post Office^TM. Stamps.com customers get discounts of up to 15% on Priority Mail®, up to 21% on Express Mail and up to a 10% discount on shipping insurance.

Q: Which USPS® (Stamps.com) Plan do I choose in QuickBooks Shipping Manager?

A: Select the plan that best meets your needs. The Limited Plan is free and allows you to print Priority Mail and Express Mail labels for domestic packages only.

The Complete Plan is only $15.99 per month, includes Stamps.com Pro Software and lets you perform advanced mailing and shipping tasks. The plan offers a free 5 lb digital scale (just pay for shipping) and free postage. Basic features include printing postage and shipping labels for Priority Mail®, Express Mail®, First-Class Mail®, Media Mail® and more. Advanced shipping features include Hidden Postage™ on shipping labels, SCAN Forms, international shipping with pre-filled customs forms, and automated data retrieval from eBay®, PayPal® and more. The Complete Plan also gives you complete mailing functions including the ability to print postage stamps, print postage directly on envelopes and more. This makes sending out invoices and general office mailings fast, simple and convenient. You can even order USPS supplies right from the Stamps.com software. Click here to learn more about Stamps.com USPS Complete.

Q: Can I still use my existing USPS® (Stamps.com) account when registering for QuickBooks Shipping Manager?

A: Yes. You can register for QuickBooks Shipping Manager for USPS using your existing Stamps.com account.

Q: What are the Terms and Conditions?

A: To use Stamps.com through QuickBooks, you must have a Stamps.com account and agree to the Terms and Conditions presented during USPS (Stamps.com) registration.

Q: How do I set up a USPS (Stamps.com) account?

A: You can open an account online through QuickBooks Shipping Manager or on the Stamps.com website at www.stamps.com.

Q: What if I decide to cancel?

A: You are not tied to any long-term commitment, and there are no cancellation fees.

Q: Can I set shipment defaults for my USPS shipping characteristics (e.g., weight, dimensions, etc.)?

A: Yes, go to Settings, select Shipment Defaults and then provide your preferences. The Shipping Form will then default to meet your most frequent shipping characteristics.

Q: Can I print my USPS shipping label a few days in advance of actually shipping the package?

A: Yes, you can print a label up to 7 days in advance. You will have 72 hours after the print date to cancel a label.

Q: How do I void a USPS package that was never shipped?

A: Within 72 hours of creating the shipment, you can void the package within QuickBooks. From the File menu, select Shipping, then select USPS Shipping Options, then select Track or Cancel a Shipment. Select the shipment you want to void, and click the Void button.

Q: What is the special FedEx program for QuickBooks users?

A: QuickBooks users can save up to 26% on select FedEx Express® and 12% on select FedEx Ground® shipments and up to 20% on FedEx Office^(SM) products and services. All registered users of QuickBooks Basic, Pro, and Premier editions for Windows are qualified to receive the discounts. Discounts are not currently available for users of QuickBooks Web-based and Mac products.

Q: Is there a minimum shipping volume requirement to be eligible for the FedEx discount?

A: No. Whether QuickBooks users are shipping many packages or just need to hit one critical deadline, they save the same amount per package.

Q: How do QuickBooks users apply for the discounts?

A: To enroll in the FedEx Discount Program, or to open a FedEx account, click here and enter passcode YTGN4T13, or call (888) 411-5174. and mention code 13.

Q: How much can I save on my FedEx shipping costs with these discounts?

A: You can save:

• Up to 26% off select FedEx Express® U.S. shipping
• Up to 20% off select FedEx Express international
• Up to 12% off select FedEx Ground® shipping, including FedEx Home Delivery®
• Up to 20% off select FedEx Office SM services

As a bonus for participants in the program the discounts on FedEx Express® U.S. and FedEx Express International shipments shown above include an additional 5% discount for eligible shipments which are processed on fedex.com or with another approved FedEx® electronic shipping solution.

Q: To which FedEx delivery services can I apply the discounts?

A: Discounts apply to a mix of U.S. domestic and international services, including our most popular option, FedEx Priority Overnight®, as well as FedEx Ground® services for business-to-business shipping, FedEx Standard Overnight®, FedEx 2Day®, FedEx International Priority® and FedEx International Economy®. Although QuickBooks does not support international shipping, the QuickBooks discount does apply to international shipments processed through other systems, such as fedex.com.

Q: Does QuickBooks Shipping Manager show FedEx discounted rates or list rates?

A: QuickBooks Shipping Manager will show both the list rate and the discounted rate.

Q: What is a meter number and how do I get one?

A: FedEx requires a unique meter to identify each shipping device (in this case, QuickBooks). You will automatically be assigned a meter number when you set up QuickBooks Shipping Manager for the first time.

Q: Can I still use my existing FedEx account?

A: Yes. You can enroll in the discount program by clicking here and entering passcode YTGN4T13, or calling 1.888.411.5174 and mentioning code 13.

Q: How do I set up a FedEx account?

A: To open a new FedEx account, you can either go online to enrolladvantage.fedex.com/5309 and enter passcode YTGN4T13 or call 1.888.411.5174 and mention code 13. There is no cost to open an account and you will begin to receive the discounts when you ship using your new account.

Q: Can addresses be imported from FedEx Ship Manager at fedex.com or my FedEx Ship Manager software into the QuickBooks address book?

A: Addresses can be imported into QuickBooks from FedEx Ship Manager at fedex.com. Export the addresses from FedEx Ship Manager at fedex.com by choosing the .csv format, then import them into QuickBooks. FedEx Ship Manager software addresses can not be imported into QuickBooks at this time.

Q: How do I set up QuickBooks to use my Signature Release Authorization?

A: From the File menu in your QuickBooks software, select Shipping, then Settings. Under FedEx Account enter your Authorization number and click done. This Authorization number is issued by FedEx Express when you sign and return a “Release Delivery Authorization and Indemnification Agreement for Shippers.” This form can be obtained through your local FedEx World Service Center or your FedEx account executive.

Q: Can I set shipment defaults for my FedEx shipping characteristics (e.g., weight, dimensions, etc.)?

A: Yes, go to Settings and select Shipment Defaults. Provide your preferences here. The Shipping Form will then default to match the preferences you have selected.

Q: Can I print an End-of-Day (EOD) Manifest for my FedEx Ground shipments?

A: Yes. Go to the File menu in your QuickBooks software, select Shipping, select FedEx Shipping Options, and then select the Print Ground End-of-Day Manifest option. Manifests aren’t required for FedEx Express shipments.

Q: Can I print my shipping label a few days in advance of actually shipping the package?

A: For FedEx Express, yes, you can print a label 10 days in advance (called a Future Day shipment); but for FedEx Ground, QuickBooks only currently supports shipments going out that day. If you require this functionality, please use fedex.com.

Q: Does QuickBooks Shipping Manager support the FedEx Delivery Signature Options?

A: Yes, starting in QuickBooks 2007 the new FedEx Delivery Signature Options are supported.

Q: How do I cancel a FedEx package that was never shipped?

A: From the FedEx shipping screen, select the Track or Cancel a Shipment button. Select the shipment you would like to cancel, then click the Cancel button.

Q: Can I still use my existing UPS account?

A: Yes. When you register to use UPS through QuickBooks just provide your existing UPS account number.

Q: Do I receive a discount on shipping fees if I use UPS through QuickBooks?

A: If you have discounted rates with UPS (e.g. UPS negotiated rates), they will not be affected by the QuickBooks integration and you will continue to receive them. In QuickBooks and QuickBooks Point of Sale 2014 editions and higher, if you have discounted rates with UPS, you now have the option to view them in QuickBooks Shipping Manager. Just provide your account number during UPS registration in QuickBooks 2014 editions and higher.

Q: What are the Terms and Conditions?

A: To use the integrated UPS functionality through QuickBooks, you must have a UPS account and agree to the Terms and Conditions presented during UPS registration.

Q: How do I set up a UPS account?

A: There’s no cost to open an account and you can do it online here https://wwwapps.ups.com/doapp/signup?loc=en_US&returnto=https:%2F%2Fwwwapps.ups.com%2Fdoapp%2FSignUpOpenAccount%3Floc%3Den_US or by phone 1-800-PICK-UPS (1-800-742-5877).

Q: Does QuickBooks Shipping Manager show my UPS negotiated rates or published rates?

A: New! In QuickBooks and QuickBooks Point of Sale 2014 editions and higher, if you have discounted rates with UPS (e.g. UPS negotiated rates), you now have the option to view them in QuickBooks Shipping Manager. The actual charges on your UPS invoice will reflect your negotiated rates.

Q: Which UPS Rates do I choose in QuickBooks Shipping Manager Settings?

A: The Rates setting determines the UPS rate chart used to calculate rates for the Estimate Cost option on the UPS Shipping Form. Go to the File Menu in the QuickBooks software and select Shipping. Select UPS Shipping Options and then select Settings (For POS users, click on the Point of Sale menu and select QuickBooks Shipping Manager).

In Settings, select Negotiated Rates if you have a discounted rate agreement with UPS (e.g. negotiated rates) and you wish to view these rates in QuickBooks 2014 editions and higher. Select “Daily Rates” if you have a shipping agreement that provides for Daily Rates and have a UPS Scheduled Pickup. Select “Standard List Rates” if you have a shipping agreement that provides for Standard List Rates and have a UPS Scheduled Pickup. Select “Retail Rates” if you don’t have a UPS Scheduled Pickup and drop off your packages at The UPS Store^® locations or UPS Customer Centers. Regardless of the rate type you select in Settings, the actual charges on your UPS invoice will be based on your account-specific rates. To determine the rate type for your specific UPS account, call 1-800-PICK-UPS.

Q: Why are UPS rates different when using Ship and Estimate Cost (F2)?

A: The rates displayed during Ship and Rate Quote or Estimate Cost should be the same. The shipping fees provided during “Ship” or “Estimate Cost” are based upon the rate setting you choose in “Settings”. In order to calculate correct rate quotes, be sure that you have selected the right rate type in Settings.

In Settings, select Negotiated Rates if you have a discounted rate agreement with UPS (e.g. negotiated rates) and you wish to view these rates in QuickBooks 2014 editions and higher. Select “Daily Rates” if you have a shipping agreement that provides for Daily Rates and have a UPS Scheduled Pickup. Select “Standard List Rates” if you have a shipping agreement that provides for Standard List Rates and have a UPS Scheduled Pickup. Select “Retail Rates” if you don’t have a UPS Scheduled Pickup and drop off your packages at The UPS Store^® locations or UPS Customer Centers. Regardless of the rate type you select in Settings, the actual charges on your UPS invoice will be based on your account-specific rates.

Q: How do I enable UPS Address Validation?

A: UPS will confirm that the City, State, and Zip Code are valid prior to shipping. To enable (or disable) address validation, go to Settings, then Shipment Defaults, and check (or uncheck) the box to select Validate all USA addresses prior to shipment processing.

NOTICE: UPS assumes no liability for the information provided by the address validation functionality. The address validation functionality does not support the identification or verification of occupants at an address. Please note that UPS may charge additional fees for invalid delivery addresses.

Q: Can I set shipment defaults for my UPS shipping characteristics (e.g. weight, dimensions, etc.)?

A: Yes, go to Settings and select Shipment Defaults. Provide your preferences here. The Shipping Form will then default to meet your most frequent shipping characteristics.

Q: When using UPS through QuickBooks, do I need to run an End-of-Day Report or Summary Barcode?

A: No, you do not need an End of Day Report or Summary Barcode for the UPS driver to sign when using the integrated UPS functionality through QuickBooks.

Each shipping label has a small package symbol printed near the bottom on the right side. This symbol indicates that the package is prepaid and tells the UPS driver that no additional documentation is needed in order to accept the package. The UPS service provider merely scans the label on the package.

Q: Can I print my UPS shipping label a few days in advance of actually shipping the package?

A: Yes, you can print a label in advance. If a label is not used, it can be voided in QuickBooks up to 90 days after generating the label.

Q: How do I void a UPS package that was never shipped?

A: Within 90 days of creating the shipment, you can void the package within QuickBooks. From the File menu, select Shipping, then select UPS Shipping Options, then select Track or Cancel a Shipment. Select the shipment you want to void, and click the Delete button. If beyond 90 days, but within 180 days, contact UPS at 1-800-PICK-UPS.