Insert Orders from ShipWorks into QuickBooks

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Introduction

You must set-up ShipWorks to send copies of the order to Cloud Cart for QuickBooks. Our software will hold these orders in our database and send them to QB.

Demo

To see an online demo, watch this video.

How It Works

  • ShipWorks sends Cloud Cart for QuickBooks a text file for each order. ShipWorks sends data if the order is shipped or selected manually to send.
  • These orders are stored in our database for fifteen to sixty minutes.
  • Our system processes these orders and clears the database, after its done.

Sync Orders from ShipWorks to QuickBooks

Account

You must set-up an account with Cloud Cart, then add a custom action to ShipWorks:

  1. Create an account on Cloud Connector QuickBooks.
  2. On the my connections page, choose ShipWorks.
  3. Click submit.
  4. Pair QuickBooks.
  5. On the configure page, complete the settings and click save and sync.

Once these steps are complete, it's time to set-up ShipWorks.

Custom Action

You must tell ShipWorks to send Cloud Cart order data:

  1. Go to Manage > Action.
  2. Click new action.
  3. Under add task, select send web request.
  4. Under request URL, enter this value: https://www.cloudcartconnector.com/shipworks/index?id=ENTER_EMAIL HERE and replace ENTER_EMAIL_HERE with the email of your QuickBooks account.
  5. Make your screen look like this image:


sw_ccc.png

Send Orders

Once this action is set-up, it's time to send Connex some orders:

  1. Press and hold shift plus left click to select orders in ShipWorks.
  2. Click the QuickBooks button that you previously set-up: 

 

Send Shipped Orders

Some users wish to send orders, when the shipment is complete. Cloud Cart will receive return labels and process them as refunds. Create a new action:

action_man.png

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How do I send orders from a filter?

Instead of sending all shipped orders, you can send orders from a filter. ShipWorks allows you to create filters where you can specify which orders reach it. Enter the custom shipped action under send shipped orders. In this example, we will export shipped Bigcommerce orders only.

filter_sh.png

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