Use this menu to access additional setup options for QuickBooks.

Options include:

 

 

 

Customer Purchase Order Numbers are in Field:

Use this option if you would like to include your customer Purchase Order Numbers as a reference field in your shipments.  Choose a field from the dropdown, making sure that the field name matches the place that you store your PO numbers in QuickBooks Online.  You will also need to tell OzLINK which UPS reference field to use - see the WorldShip Defaults settings below.

 

Country Code:

OzLINK needs to know which country you are shipping from to function correctly.  This determines which shipments are domestic and which are international.

 

Automatically Print Shipping Label:

Check this box if you would like the shipment to be finalized and processed automatically by OzLINK.  This can speed up your shipping process once you are comfortable using OzLINK.  OzLINK will move all of the shipment information to UPS WorldShip, and then tell WorldShip process the shipment and print a label.

 

Send the Following Weight:

OzLINK can fill in the shipment weight in UPS.  Options include:

OzLINK Scale is a free utility from Oz Development.  Selecting this option will send the OzLINK scale data to UPS WorldShip automatically.  For more information and to download the tool, see:  http://www.ozdevelopment.com/scale/

NOTE:  Place the package on the scale before entering your transaction in OzLINK.

This will send a package weight of 0.5 lbs to UPS.  This is most useful during testing.

Use this if you do not want OzLINK to worry about sending the weight to UPS WorldShip.  This can be useful if you already have your scale set up and working well within WorldShip.

 

Put the QuickBooks Transaction Number in:

UPS allows up to five carrier references, named "UPS Package Reference" 1 through 5.  Use the dropdown menus to set which reference field should hold the transaction number. 

 

Put the QuickBooks Purchase Order Number in:

UPS allows up to five carrier references, named "UPS Package Reference" 1 through 5.  Use the dropdown menus to set which reference field should hold the purchase order number.  You can leave this section blank if you do not want to include the PO number.

NOTE:  You must also tell OzLINK where to find customer PO numbers.  See the Lookup Data From QuickBooks section above.

 

 

Select Saturday Pickup:

If this box is checked, and you are shipping a package on a Saturday, this will request a Saturday carrier pickup from your facility.  If this box is not checked, Saturday Pickup Service will not be automatically selected in the carrier software.  You could still select it manually in the carrier software if you would like to handle Saturday Pickups on a case-by-case basis.

 

Use the Order Amount as the Declared Value Amount:

Enter a value here to insure shipments over a certain value.  Shipments under this value will not be insured.  Set to zero to never insure packages.

NOTE: If a shipment has multiple packages, only the first package will be insured.

 

Require a Cashier's Check or Money Order for COD:

Check this box to require a Cashier's Check or Money Order.  Leave it unchecked to accept all forms of payment that UPS can process.

 

Have UPS WorldShip automatically add shipping charges to COD:

Checking this box will automatically add the shipping charges to the total charge.  The recipient will pay for the shipping and the goods at the time of delivery.

 

Require Signature:

Set a value threshold for signature requirements.  Shipments with a value over this setting will require a signature.  Shipments with a value less than or equal to this setting will not require a signature.

 

Require Adult Signature:

Set a value threshold for adult signature requirements.  Shipments with a value over this setting will require an adult signature.  Shipments with a value less than or equal to this setting will not require an adult signature.

 

Use Chrome browser for QuickBooks:

Check this box to use Chrome browser to communicate with QuickBooks.  Leave it unchecked to use IE browser to communicate with QuickBooks. 

 

Shipment Information Updated in QuickBooks:

This section allows you to choose the information that will be added to your QuickBooks transaction once shipping is complete.  You can choose to record the actual shipping date, actual shipping method, and lead UPS Tracking number.  Check the options that you would like to record back in QuickBooks.

 

 

Update QuickBooks Shipping Charge With:

This option determines the actual number that is used for shipping charges.  Options include:

 

This will put the normal list price in the QuickBooks transaction.  This is usually used if you do not have negotiated rates with your carrier or if you'd like to charge the full shipping price to your customer.

 

This will use the normal list price, as above, and add any handling charges that you have defined in UPS WorldShip.  The rate will show up as a single cost for shipping in your transaction and will not mention handling.  (NOTE:  this section refers ONLY to handling charges set up in WorldShip, not those set up in the OzLINK handling section.  Generally it is best to configure handling in your carrier or in OzLINK, but not in both.)

 

This will put the negotiated shipping price in the QuickBooks transaction.  Negotiated shipping prices are reduced prices that some companies receive from UPS.  This option is usually used to pass on savings to your customer.  You must first activate and download your negotiated rates in UPS WorldShip if you would like to use this option.

 

This will use the negotiated price, as above, and add any handling charges that you have defined in UPS WorldShip.  The rate will show up as a single cost for shipping in your transaction and will not mention handling.  (NOTE:  this section refers ONLY to handling charges set up in the carrier, not those set up in the OzLINK handling section.  Generally it is best to configure handling in your carrier or in OzLINK, but not in both.)  You must first activate and download your negotiated rates in UPS WorldShip if you would like to use this option.