QuickBooks POS: Scan Tracking Confirmation from UPS or FedEx

Common Found Problem

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.

quickbooks.jpg

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.jpg

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

quickbooks.jpg

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.

quickbooks.jpg

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

quickbooks.jpg

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.

quickbooks.jpg


Comments(0)

  1. Please Login to Add your Comments.

Add a Comment | Cancel