Set Up Sales Order or Sales Receipt Profiles
The following Steps assume that you are have set up and configured QuickBooks for use with Endicia Professional.
Steps
- Install and start Endicia Professional version 6.17.1.
- On the Order Lookup tab, in the Active Profile field, select the profile on which you want to base your new profile.
- Click the New Profile button.
- In the New Profile dialog box, enter the name of your new profile—for example Sales Receipts.
- Click OK.
- Select Edit > Preferences.
- On the Preferences window, select the Source Data and Post Back tab.
- In the Order Lookup field, where QuickBooks is selected, click the Configure button.
- On the Setup window for the QuickBooks connection, select the type of record—in this case either Sales Receipts or Sales Orders.
- Select one or more items that you want to post back—such as tracking number, shipping date, or postage amount.
- Clear the check boxes of those items that you do not want to post back.
- Click OK to close the QuickBooks Setup dialog, and click OK to close the Preferences dialog.
- On the Order Lookup tab in the Order Number field, enter a sales receipt or order numberand click the Retrieve Order button to verify the connection.
- It is recommended that you turn on automatic data post-back:
- Select Tools > Post Back Data.
- On the Post Back Data Map window, click Options.
- Select the Automatically post back data check box.
- Click OK.
- Close the Post Back Data Map window.
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