Using the Shipping Manager




“Quicklet” - A Podcast for QuickBooks Pro, Premier, Enterprise Solutions & Point of Sale users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. Got a QuickBooks Mess? Ask The QuickBooks Gal!
Ask the QuickBooksGal!
Hi, I'm Jayne Miller, The QuickBooks Gal. Welcome to another in our series of “Quicklets” – informational podcasts about QuickBooks and related bookkeeping topics.

Shipping with FedEx and with UPS just got a whole lot faster and easier. Today, I want to tell you abut the Shipping Manager that is built right int your QuickBooks software.


With QuickBooks Shipping Manager, you can process shipments and print FedEx and UPS labels from within QuickBooks.

In Point of Sale version 7.02, you can now ship directly with UPS and you can print the shipping and address labels from that software as well.

The best thing about this feature is that it is FREE to use. You will only pay for the FedEx or UPS charges when you ship.

Shipping Manager pre-fills the shipping labels with the customer address information from your QuickBooks Invoice or Sales Receipt forms. No more writing labels by hand. And no need to enter data twice.

You can sign up for Shipping Manager through your QuickBooks software and start using it right away. When you sign up through QuickBooks, you'll find that registered QuickBooks users may qualify to save up to 16% on FedEx Express® and 12% on FedEx Ground® services.

Here's how you can access the Shipping Manager:

  • Click on the File menu and select Shipping.
  • You can also access the Shipping Manager from the Invoicing screen by clicking the Ship icon.
  • When accessed from here, any customer contact information will automatically be pre-filled in the shipping form.
  • If you are using QuickBooks 2006 or later, you will find an identical Ship icon in the Sales Receipt screen.
How do you set up the Shipping Manager?


FedEx - When you first open the QuickBooks Shipping Manager and select FedEx, you will be prompted to set up the service. A setup wizard will walk you through the following steps:

First you will read and accept the end user license agreement (EULA). Then you will be prompted to enter your "shipping from" info. QuickBooks will save this info, so you won't have to do this again.

Next you will enter your FedEx Account Number. If you don't have one, you can call If 1-888-411-5174.

Select Printer. Finally, you will be asked to select a default printer where your shipping labels will be printed.

Once setup is complete, the Shipping Manager will be launched allowing you to create a shipment. FedEx Express is used in this example. Here's how it works:

Step 1: Select a FedEx Service. The Shipping Manager allows you to select the FedEx Express or FedEx Ground service you need.

Step 2: Enter Shipment Details. Enter the information requested.

Step 3: Check the Rate. Click on the "Estimate Cost" link to request a rate quote before creating the label.

Step 4: Print Your Label. The label is created and sent to your laser printer or thermal printer (support for thermal printers in QuickBooks 2007 and higher).

For more information about Shipping Manager, follow the link on my blog. This is a great feature in QuickBooks that I hope you will explore and use.

That's it for now. I will be away for a couple of weeks for the holidays. I want to thank all of my listeners and clients who have made the QuickBooks Gal such a success in 2007 and hope you will all return (and tell your friends) next year. Have a safe and wonderful Holiday Season.

I'm Jayne Miller, The QuickBooks Gal. Thanks for listening.

Jayne Miller, is the owner of Custom Business Solutions, is a consulting firm in Reno, NV that specializes in providing bookkeeping and software support. © 2007

Comments

Post a Comment

Popular posts from this blog

How to "Un" Apply Credits In QuickBooks

Image
Got a QuickBooks Mess? Call The QuickBooks Gal! Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal Recently, one of our Reno QuickBooks customers asked about "unapplying" credits in QuickBooks. While there are nicely labeled apply credits buttons, there are none marked unapply. This is the case for both customers (invoicing) and vendors (paying bills). So here is how it is done: For customers, it is a fairly easy process. Go to the invoice to which the credit was applied. Then click on the "Apply Credits" button. In the lower half of the new window that pops up is a list of Previously Applied Credits. Simply find the one, or ones you wish to unapply and click on the check mark next to it to make the check mark disappear. The credit will no longer be applied or tied to that invoice. For Vendors, i.e. bill payments, it is not as clean and simple. The only way to unapply a credit in such a case is to Delete the credit. You can then ...
Read more

QuickBooks Password Protection

QuickBooks now requires your employees to enter a password to view their pay stubs when you e-mail them. QuickBooks generates the passwords automatically; each password consists of the first four letters of the employee's last name followed by the last four digits of their Social Security number. Examples Name:                            SSN:                         Pay Stub Password: Ben Narramore              855-56-4545             narr4545 Deb D'Spain                  782-34-3419     ...
Read more

Changes to Quickbooks Online: April 2019

Image
Coming April, subscibers of Quickbooks Online will be experiencing some changes.  Here's what to expect: According to an email sent out by Quickbooks last week: " Beginning  April 10  and over the coming year, usage limits will go into effect for all QuickBooks Online Simple Start, Essentials, Plus, and Advanced customer". Quickbooks want to make sure they are giving their customers the ultimate experience for their buck. Therefore, they are implementing a variety of plans with usage limits to best fit your business. With this, Intuit has developed a Quickbooks Online Advanced edition for the most avid Quickbooks users who need the most capacity and functionality.  This being said, Quickbooks wants to make sure you are informed about adding additional users before the deadline, " You can stay in your current plan and keep all your data. But you won't be able to manually add an account, user, class or location if it will put you over the lim...
Read more