Shipping Manager: Overview and Setup

How Do I?

Enter shipping information on sales receipts
Enter shipping estimates on customer orders
Print shipping labels
Edit or delete shipping information
Collect tax on shipping
Track Shipping Manager shipments

Pro

With the QuickBooks Shipping Manager, you can process a shipment and prepare a shipping label with United Parcel Service (UPS) with the "ship to" information pre-filleddirectly from Point of Sale sales receipts and customer orders. You can also track or cancel shipments and view online shipping reports.

The UPS functionality of this product is available only for packages shipped from the United States of America.

What would you like to know more about?

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.

Turn Shipping Manager On

1. From the File menu, select Preferences > Company.

2. From the preference menu at the left, select General, and in the Select Feature to Use group make sure the option I want to record shipping addresses on sales receipts is selected.

3. From the preference menu at the left, select Sales > Shipping.

4. Select the check box to Use QuickBooks Shipping Manager.

Optionally, select the I do not charge my customers for shipping check box. This option allows you to make shipments without adding the shipping amount to the sale total. This might be used, for example, if you have already built shipping charges into your sale prices.

5. In the Shipping Providers list, add or remove providers and service

6. Select Save.

Shipping Manager is now available as an option from the Point of Sale menu and from individual sales receipts and customer orders.

(Pro) The Shipping Manager preference settings are sent from Headquarters to remote stores and cannot be edited at the remote.

Set Up Shipping Manager

1. From the Point of Sale menu, select QuickBooks Shipping Manager and then UPS Shipping Options > Settings.

The Shipping Manager Setup Wizard is launched.

2. Follow the wizard's instructions to enter your account number, company information, and other basic shipping options.

The wizard will connect to UPS and confirm your account is set up.

3. When the Shipping form is displayed, select Settings from the menu at the right to configure more advanced options, such as:

- Rate options, such as a preset shipping markup, minimum charge, or handling charges

- Printer and label setup

- Electronic scale setup

- Other default shipping and connection settings

4. Select OK.

Shipping Manager is now ready to use for your sales!

Notes:

- Shipping Manager has its own help system to assist you with settings and its shipping forms. Select Help from the right-hand menu within Shipping Manager.

- All amounts from Shipping Manager are estimates only, based on information provided by you, and subject to final verification by the carrier.

- Once set up, you can make shipments by accessing Shipping Manager from the Point of Sale menu, however the shipping information in this case is not added to Point of Sale receipts nor is it available on Point Of Sale reports. To ship and report on items sold in Point of Sale, select a shipping option from a sales receipt instead. Note: Shipping reports are available within Shipping Manager for all shipments made.

- If integrated with QuickBooks Desktop financial software, shipments made from QuickBooks Desktop appear on the same shipping reports in Shipping Manager as those made from Point of Sale (unless you have set up separate accounts).