QuickBooks Online to Shipstation Orders

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

Introduction

The QuickBooks Online to ShipStation Orders template provides a powerful solution for automating the transfer of order data between QuickBooks Online and ShipStation. Designed to enhance operational efficiency, this template ensures that order information, including customer data, shipping details, and product items, is synchronized between the two systems in real time. By using this template, businesses can reduce manual entry errors and keep their QuickBooks Online and ShipStation accounts perfectly aligned, allowing for smoother order processing and faster shipping workflows.

Prerequisites

To access the DBSync Cloud Workflow, follow these steps:

1. Login to DBSync Cloud Workflow by navigating to the DBSync website.

Login to Cloud Workflow

1. Click Login and choose Cloud Workflow.

2. Enter the Username and Password credentials that you provided during signup and click Login.

Enter Login Credentials

1. After logging in, you will be redirected to the DBSync Cloud Workflow Home Screen.

Steps to Use the QuickBooks Online to ShipStation Orders Template

Add QuickBooks Online and ShipStation Applications

1. Click the Apps icon on the left-hand toolbar.

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

3. For QuickBooks Online, sign in using your QuickBooks Online credentials and authorize the connection.

4. For ShipStation, use your ShipStation account credentials to connect the application.

How to Log in and Set Up a Workflow in DBSync 6.29

Select the Template

1. Navigate to the Templates section.

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

3. Click Add Template to include it in your projects.

Configure the Template

1. Go to the Task Screen and click Configure to review pre-built workflows.

2. In this template, fields like customer data, order items, and shipping information are already mapped between QuickBooks Online and ShipStation.

3. Modify the mapping according to your workflow needs.

Enable the Integration

1. After configuring the workflows, toggle the Enable Flow option to activate the integration.

2. Click Save to save your configurations.

Test the Connection

1. Navigate to the Setup Wizard and test the connections to ensure both QuickBooks Online and ShipStation are properly connected.

2. Click Test Connection for each application and confirm the successful synchronization.

Run the Integration

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

2. Click Run Now to begin syncing orders between QuickBooks Online and ShipStation.

3. Similar to the QuickBooks Desktop template, you can also schedule automated syncs at intervals suitable for your business operations.

How to Execute a DBSync Cloud Workflow