QuickBooks POS: Scan Tracking Confirmation from UPS or FedEx

///QuickBooks POS: Scan Tracking Confirmation from UPS or FedEx

QuickBooks POS: Scan Tracking Confirmation from UPS or FedEx

The one critical piece of functionality we need is the ability to scan the tracking confirmation from UPS or FedEx directly into QuickBooks and display it on the Point of Sale sales receipt.

Can we do this?

Answer

Yes we can do this. The first thing we want to do is setup the following two items in POS: Tracking # FedEx & Tracking # UPS. As you can see below you will leave the Regular Price zero since this will always change.

ups-fedex-tracking

Next we go to File > Tools > Print Designer and choose the Sales Receipt document type and choose the “40 column Desc 2” template. This template will show the appropriate field that will display the tracking number.

QuickBooks print designer

Now let’s make a sale. In this case we’re selling 50 envelopes and shipping UPS with a cost of $4.50.

Make a quickbooks sale and ship UPS

Now the fun part. How do we get the tracking number to display on this sales receipt? First highlight the Tracking # item and click the edit button.

Display tracking number on receipt

Now we simply click in the Description field and scan the UPS Tracking Number.

Scan tracking UPS number into item description

The result of this tip is that the tracking number shows directly below the Tracking # line item. I hope these Enix & Associates tips & tricks are helpful.

Receipt with tracking number

By | 2017-05-02T08:31:14+00:00 February 7th, 2017|Miscellaneous, QuickBooks POS Desktop|0 Comments

About the Author:

BlackRock Business is a progressive company centered on helping small and medium businesses alike. Peter Eastvold comes from a background in Network Engineering and Computer Science. Bringing along his tool-set from numerous IT and Computing jobs, he enjoys being informative and helpful, pointing out useful workflows and time saving utilities that can supercharge business efficiency. BlackRock Business has worked diligently to bring others the instruments and training needed to keep their book-systems running smoothly. With the advances of modern technology and the work-anywhere ability of the internet, BlackRock has made a name for itself, helping retailers, manufacturers, firms, and businesses of every kind across the nation.

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