The connector to QuickBooks Online has the following settings:

1. Documents to Retrieve: Select this option to retrieve Invoices and/or Sales Receipts. Some document attributes control how Descartes ShipRush considers the order:

   1. Presence of a Tracking Number indicates the order is "shipped"

   2. Read Order Comments from either Customer Message or Memo field

   3. Set Descartes ShipRush order to COD if the QuickBooks document is set to terms COD. (The COD amount on the shipment will also be set to the QuickBooks invoice total amount.)

2. Save Tracking Number: Select this option to set several behaviors:

   1. Set QuickBooks Tracking Number field

   2. Set QuickBooks Shipped Date field

   3. Set QuickBooks Ship Via to the Carrier used

   4. Set the QuickBooks Shipping Cost to the Shipment cost (including any markup calculated by Descartes ShipRush Web)

   5. Optionally, save the Tracking Number to either the memo field or as a line item on the Invoice/Sales Receipt (so it will be added to the total amount)

Payment Terms from QuickBooks

In Descartes ShipRush Web, Payment Terms from QuickBooks are shown in the Order Details. An example is highlighted below.

QuickBooks Online Update Restrictions

In QuickBooks Online, a paid Sales Receipt cannot be updated. This is a QuickBooks behavior. As a result, the Tracking Number cannot be saved to the document when it is paid.

Tip: Use Invoice (or another document type) or set to paid after shipping.

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