Add Carrier Billing Accounts to QuickBooks

Why you would set up Carrier Billing Accounts in QuickBooks:

Carrier billing accounts are used when you would like to bill a third party or the recipient of a package for the shipping charges. The carrier requires that you provide the billing account for the party being billed. This information must be present in QuickBooks for OzLINK to move the information to your carrier software. Once billing accounts are recorded, you can tell OzLINK where to find them using the billing options window. OzLINK can gather the billing account numbers from one of two places:

Customer account (if that customer will always be billed)
Transaction (if the customer will not always be billed)

For more details, see the billing settings window.

How to set up Carrier Billing Accounts in QuickBooks:

QuickBooks can store carrier billing information in a custom field the customer record. A 'custom field' can actually hold any type of information you'd like.

Choose a customer to edit, and open the editing screen in QuickBooks.
In the customer editing area, find the custom field section.
Create a new custom field with an appropriate name. (Example: "Carrier Billing Account #")
Save your changes. The new custom field will now appear on all customers, and OzLINK will have access to it.

If OzLINK gathers billing account numbers from the customer record, you can stop here. If OzLINK gathers billing account numbers from the transactions, continue below.

How to list the Carrier Billing Account in transactions:

QuickBooks can display the carrier account billing number on your transactions so they can be easily accessed and changed.

Open a transaction you are interested in (an invoice, for example)
In the toolbar, select customize to change the design and layout
Add the appropriate custom field to the transaction. (The custom field must already exist. See above if it does not.)

OzLINK will now have access to the carrier billing account on any transaction that lists it.