Shipping from QuickBooks Desktop Editions
Overview
OzLINK can integrate with QuickBooks Pro, Premier, and Enterprise, allowing you to move information between QuickBooks and your shipping software quickly and easily. Before actually shipping from QuickBooks, you will need to set up the QuickBooks connection. Please refer to
Select the Information Source and
Configure QuickBooks Desktop Editions to set up your connection to QuickBooks.
Shipping
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Once your connection has been set up, click on the Shipping tab in OzLINK for UPS.
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Enter an invoice sales receipt, or sales order number in the Transaction ID box, then click Lookup. OzLINK will move the information from that QuickBooks transaction into your shipping software.
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Make any necessary changes in your shipping software, then click Process Shipment to print a shipping label. OzLINK will gather details about the shipment and record them in the QuickBooks transaction.
Toobar Mode
OzLINK for UPS can operate in Toolbar Mode if you are using one of the desktop editions of QuickBooks. To turn on toolbar mode, click on the Shipping tab, then click the blue OzLINK in toolbar mode link.
When OzLINK is in toolbar mode you can use it just like using the Transaction ID box described above. Enter a transaction number, then click the UPS button to send the shipping details to your shipping software.
 Transaction Number
Enter a QuickBooks transaction number here, then press enter or click on the UPS button.
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 Send to UPS
Click this button to look up the entered transaction number in QuickBooks and move the shipping information to your shipping software.
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 Settings
Click this button to view or change the settings for your QuickBooks connection.
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 Standard View
Click this button to exit toolbar mode and return to the standard OzLINK for UPS screen.
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 Close OzLINK
Click this button to close OzLINK.
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