Overview: QuickBooks Online integration

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NOTE: This article pertains to ShippingEasy’s QuickBooks integration software and is useful if you installed ShippingEasy's QuickBooks software before July 26, 2017.

Starting July 26, 2017, new QuickBooks integrations with ShippingEasy will be provided by our partner Webgility via their Unify software. To integrate QuickBooks with your ShippingEasy account, please provide your information to Webgility here and they’ll call you directly.

ShippingEasy integrates with QuickBooks Online for seamless operations. 

We are offering a limited access beta test of our QuickBooks Online support. If you would like to participate, please submit your contact information in this form and leave a note in the comments that you are interested in beta testing the QuickBooks Online integration.

Chock full of features, read through to learn more about our favorites:

Convert orders into financial transactions.

When order data is transferred from ShippingEasy to QuickBooks Online, create one of two types of financial transactions:

  • Sales Receipts
  • Sales Invoices

Pick & choose which stores' orders will sync.

Omit a store from the integration if you do not want to create transactions for those orders - a popular option for Amazon merchants and those who use QuickBooks Online to track inventory.

  • Amazon merchants: as a result of the temporary e-mail address created by Amazon, the transactions created for Amazon orders do not allow for correctly recognizing returning customers. 
  • Inventory tracking: each platform's inventory may be managed in different programs, so omitting certain stores' orders ensures correct inventory tracking. 

Custom mapping of shipment data to transactions.

Each merchant is going to configure their stores and QuickBooks a little differently. To ensure that the shipment data translates from ShippingEasy to QuickBooks in a way that means the most to your business, you can custom map the data fields.  

The following fields can be mapped from ShippingEasy: 

  • Shipping Charges (what your customer paid)
  • Store Order ID
  • Order Status

Create new customers or assign orders to existing customers.

In order to add a transaction into QuickBooks Online, the integration will need to specify a customer. Each customer is identified by an email address.

If the order comes from a repeat customer, the transaction will be automatically assigned to the customer.  However, as most shippers routinely receive orders from new customers, you can opt to automatically create new customers.  

Create new products automatically.

When creating a transaction in QuickBooks Online, the integration will specify one or more products (items) by referencing the SKU specified in the ShippingEasy order.  If the product does not already exist in QuickBooks Online, the integration can automatically create it. Any orders cleared in ShippingEasy will be voided in Quickbooks Online.

Enable tax handling.

When creating a customer in QuickBooks Online, the integration can create those customer entries with a sales tax or sales tax group, depending on the address on the order. The integration uses the ShippingEasy shipping address for the tax mapping. In the event that a shipping address is not found, the integration will use the billing address instead.


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