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Can I use the QuickBooks Online shipping field?

By default, Connex for QuickBooks Online adds shipping as a line item. If you want to add the shipping to the QuickBooks Online shipping field, follow these steps:

Problem

Shipping info fails to appear on the sale.

Description

Ship date, tracking number, and shipping appear as a line item, instead of their respective fields.

Solution

Enable use QuickBooks Online shipping fields

Here are the steps:

  1. Login to Connex.
  2. Click settings.
  3. Expand advanced settings.
  4. Check use QuickBooks Online shipping field:
  5. Click save.

Once you sync a sale, here is the end result:

Can I add sales tax to shipping and use the QuickBooks Online shipping field?

Not at this time. QuickBooks charges tax on the sub total, then adds shipping:

Set Up Fields in QuickBooks Online

To set this up in QuickBooks, follow these steps:

  1. Login to QuickBooks Online.
  2. Click the gear on the top right.
  3. Under company on the left, click  account settings: 
  4. Under sales > sales form content, ensure that the checkbox for shipping is checked:
  5. Click the Advanced tab.
  6. Under chart of accounts, ensure that an account has been selected for shipping: