QuickStart Guide

Before Installation

Make sure QuickBooks is installed and running well.
Make sure your carrier software (UPS WorldShip, FedEx Ship Manager, or Endicia Dazzle & PC Postage for the USPS) is installed and running well (you've made several successful shipments).

Installing OzLINK

Download the OzLINK software from http://www.ozdevelopment.com/Marketplace/ (more details)
Make sure your company file is open in QuickBooks. You must be logged in to QuickBooks as the Administrator in single-user mode.
Run the OzLINK installer that you just downloaded, and follow the instructions on the screen. (more details)
OzLINK will be in trial mode for 15 days. During this time, all features of OzLINK will be available.
Registration and License Details
How to Purchase
Connect OzLINK by following the displayed instructions.

Be especially careful to log into QuickBooks as the Administrator in Single-User mode, as it says above. OzLINK cannot connect otherwise. (Troubleshoot QuickBooks connection problems)

Your First Shipment with OzLINK

1. Make sure all of the following programs are running, started in this order:

QuickBooks (logged in as a user with appropriate permissions)
OzLINK Toolbar
Carrier Software (UPS WorldShip, for example)

2. Find an existing transaction number in QuickBooks that you would like to ship. A transaction number can be any of the following:

An Invoice number
A Sales Receipt number
If you turn the option on (details), a Sales Order

3. Type the transaction number into the OzLINK Toolbar and press Enter to begin the information transfer. (This may happen automatically if you scanned a barcode). (More about the OzLINK Toolbar)

4. If OzLINK already knows about the shipping method in this QuickBooks transaction, it will move the shipping information to the corresponding carrier software. If the Shipping Method selected in QuickBooks doesn't exactly match a known shipping method, OzLINK will ask you to select the correct shipping method to use, then it will move the information. This selection will be saved automatically for future use. For more information about shipping methods see: Translate Shipping Methods\

5. In your carrier software, enter any additional information required, and process the shipment.

6. OzLINK now records details about the shipment (Date, Weight, Tracking Number, etc) in the transaction you were using. Verify that these details have been recorded successfully.

Settings and Customization

Congratulations! Now you can customize OzLINK to fit your needs. Refer to the rest of this user guide to set up: