Company Preferences: Shipping

Preference Instructions | Sales Overview

Pro

Note: You must have shipping enabled in your Select Features to Use preferences for the following preferences to be applicable.

Preference | Function

Shipping Manager

Use QuickBooks Desktop Shipping Manager. Select the check box to use Shipping Manager.

With the Shipping Manager you can connect to UPS shipping services online to arrange shipments, print shipping labels, and track the shipments from within Point of Sale.

Shipping Manager Requirements

- You must have an account with UPS. Links are provided within Shipping Manager to sign up for an account, if necessary.

- The workstation(s) on which you will use Shipping Manager must have Internet access.

- You must set up Shipping Manager on each workstation that will use it. You can share the same account number on all your workstations.

I do not charge my customer for shipping. With this option, you can use Shipping Manager to arrange shipments, but the shipping charges will not be added to sales receipts.

Learn more about Shipping Manager

Shipping Providers

Select Add or Remove to add or delete shipping providers from the list.

The providers on this list are available in the order listed for selection on sales receipts and customer orders. Use the Move Up/Down buttons to arrange the order of providers and the Make Default button to designate the provider that is suggested when entering shipping information on a document.

Important: If using Shipping Manager, ensure you do not include "UPS" in the name of a provider you are adding manually. This string of characters will result in errors when shipping. If adding a legitimate UPS service, select it from the predefined drop-down list in the Add a New Shipping Provider dialog.

The shipping providers and service levels on this list are available (in the order listed) for selection on sales receipts and customer orders when you are adding shipping information or charges.

Use the Add, Remove, and Move Up/Down buttons to add, delete, or rearrange the providers to meet your needs.

Important: Do not include "UPS" in the name of a provider you are adding manually. This string of characters will result in errors when shipping via Shipping Manager. If you need to add a legitimate UPS service, select it from the predefined drop-down list in the Add a New Shipping Provider dialog.

Other Sales Preferences

Sales general sales preferences

Discounts define and optionally require manual item discount reasons

Receipt message printed on every sales receipt

Receipt tendering payment options

Company preferences overview