QuickBooks Desktop to Shipstation Orders

Learn how to use DBsync's QuickBooks Desktop to Shipstation template

Introduction

The QuickBooks Desktop to ShipStation Orders template in DBSync enables businesses to streamline their order management process by automatically syncing order details between QuickBooks Desktop and ShipStation. This integration eliminates the need for manual data entry, ensuring that all order information, including customer details, shipping addresses, and product line items, is consistently up-to-date across both platforms. With pre-built workflows and field mappings, this template simplifies the synchronization process, allowing businesses to focus on fulfilling orders quickly and efficiently, improving overall productivity.

Steps to Use the QuickBooks Desktop to ShipStation Orders Template

Login to DBSync Cloud Workflow

1. Navigate to the DBSync Cloud Workflow platform.

2. Enter your credentials (Username and Password) to access the system.

Add QuickBooks Desktop and ShipStation Applications

1. From the home screen, click on the Apps icon located in the left toolbar.

2. Add both QuickBooks Desktop and ShipStation connectors to the platform.

• For QuickBooks Desktop, ensure that you have the Web Connector installed.

• For ShipStation, use your ShipStation account credentials to establish the connection.

Select the Template

1. Go to the Templates section.

2. Search for and select the QuickBooks Desktop to ShipStation Orders template.

3. Click Add Template to add it to your list of projects.

Configure the Template

1. Once the template is added, navigate to the Task Screen and click Configure to access pre-built workflows.

2. You will see various pre-configured workflows, each with field-to-field mappings for syncing orders between QuickBooks Desktop and ShipStation.

3. Review and modify the mappings based on your business requirements. This includes syncing order details such as customer information, shipping address, product line items, and order totals.

Enable the Integration

1. Once the configuration is complete, activate the Enable Flow option to enable the workflows.

2. Click Save to confirm the changes.

Test the Connection

1. Ensure that both QuickBooks Desktop and ShipStation are properly connected by testing the connection.

2. Go to the Setup Wizard and verify that the systems are synced correctly.

3. Click Test Connection and look for the confirmation pop-up.

Run the Integration

1. Once the connections are verified, return to the Task Screen.

2. Click Run Now to execute the synchronization between QuickBooks Desktop and ShipStation.

3. Optionally, set up a schedule for regular synchronization to ensure ongoing sync without manual intervention.