You can update order statuses in your website, if the invoice number from QuickBooks matches the order. You must create an invoice with a line item called tracking and enable the setting. This tool is ideal if you use QuickBooks to ship orders, instead of ShipStation or ShipWorks.
Do you support WorldShip?
Yes, Connex can map the shipping details that WorldShip adds to QuickBooks orders.
How do I ship orders from QuickBooks?
In QuickBooks, open an order. Click send/ship:
Here are a list of systems supporting the update tracking feature:
- In QuickBooks, go to edit > preferences > accounting.
- Under the company preferences tab, click use class tracking for transactions:
- In Connex for QuickBooks, go to the advanced tab.
- Under Update Orders in E-Commerce Settings, click update order tracking and status.
- In QuickBooks, create a new invoice.
- The class field must be the name of your solution. In this case, the name is Shopify.
- Create a line item that says tracking.
- In the description, enter the tracking number.
Here is an updated order in Shopify:
Here is an example invoice whose class is nopCommerce.
I use Bigcommerce. Can you create shipments?
Yes, Connex can sync shipping details to Bigcommerce. Here is an example order.
What settings are available?
Here is a list of settings:
|Update Order Tracking and Status||Tells Connex to update orders with a tracking number and a status.|
|Export After||Exports orders from QuickBooks modified after this date.|
|Export Before||Exports orders from QuickBooks modified before this date.|
|Order Class to Sync||A class that must be assigned to the order, so it syncs. By default, it's the name of your solution.|
|Export Order Options||Choose the types of QuickBooks transactions, like invoices, that should modify the order status and tracking details. You can turn off the class functionality by selecting all invoices, but it is not recommended.|
|Order Status||The status that Connex will change in your online store.|
Make sure you select sales receipts and invoices. Connex only exports sales receipt data, if you ask it for sales receipts.
Here is a screenshot of the settings.
Does it work with Shopify?
Connex must locate Shopify orders using their order ID, instead of their order number. If you open an order in Shopify, you will see 10 digits at the end of the URL:
Connex will add these 10 digits to the QuickBooks other field. If you do not see it, open an order in QuickBooks. Go to formatting and select customize data layout. Next to the other field, click screen:
Connex adds a rule to map the other field. In Connex, hover over the gear box and click rules engine. You will see a rule saying Shopify ID. If it is missing, hover over the gear and click rules engine and add this rule.
Can I exclude orders without tracking numbers from syncing?
Connex requires that you add a class to sync an order from QuickBooks. Connex will also add a rule excluding orders without tracking numbers from syncing. The class adds an additional step to the sync. You can instruct Connex that only shipped orders should sync to your website:
- Login to Connex.
- Click manage at my connections.
- On our configure page, expand sync orders from QuickBooks.
- Clear the class field. This will export orders, regardless of class.
- Click save settings.
- Click rules engine.
- Check for rule saying to not export called Update no shipping details without tracking number. If it is missing, add the rule:
What is the difference between an order ID and an order number?
Using WooCommerce as an example:
Each order in WooCommerce has an order ID and an order number. An order ID is like a social security number and an order number is like a nickname. Our tool can only locate sales using the order ID. If you open a sale in WooCommerce, you will see the ID in the URL. Here is an example:
The order ID is forty-five. The order ID and the order number can be different, depending on the website. In some cases, through, they are identical.