Sync orders from QuickBooks to ShipRush

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Introduction

The Cloud Cart Connector can sync orders from QuickBooks Online into ShipRush. You must set-up a scheduled task with Cloud Cart Connector, turn on QuickBooks class tracking, create some new invoices or sales receipts in QuickBooks, and ensure these transactions are formatted properly.

Demo

To see a live demo of the integration, go to our demos page.

Enable Class Tracking

Each order will have a class called ShipRush. This tells our software to send the orders to ShipRush. This class prevents orders from ShipRush from going into QB and back to ShipRush. To enable class tracking, follow these steps:

  1. In QuickBooks, click the gear > company settings.
  2. Click track classes > on: 
  3. Click save.

Enable Sync from QuickBooks

You must tell Cloud Cart Connector to pull orders from QuickBooks Online:

  1. At the configure page, scroll down to task settings
  2. Check the box to sync from QuickBooks: 
  3. Click save and sync.

Add an Order to QuickBooks Online

You must add the name of your ordering solution to the class field. Here are the steps:

  1. Login to QuickBooks Online.
  2. On the left, click customers.
  3. Select a customer or add a new one.
  4. On the top right, click new > invoice or new > sales receipt.
  5. Enter ShipRush in the class field.
  6. In the shipping address box, type in the contact's first and last name.
  7. Press enter.
  8. Type the address line 1 and press enter.
  9. Type the address line 2 and press enter.
  10. Type the city, state, and zip then press enter:

In about 30 - 60 minutes, the order should sync. Check your transaction log by hovering over the gear > transaction log. If you want to export the order faster, go back to the configure page of Cloud Cart Connector. Click save and sync.

 

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