QuickBooks Online - Initiate Order Workflow

If you have not yet configured the Fulfillment field in QBO, follow these steps first:

Configure Fulfillment Field in QuickBooks Online.

Initiate order workflow in QBO

Note: A sales transaction will not be sent to the fulfillment center until workflow is initiated.

To initiate order workflow for QuickBooks Online, follow these steps.

  1. In QuickBooks Online, open an Invoice.
  2. In the Fulfillment field, enter "Ready".
  3. Optional: to specify the Carrier and Service Level, enter a value in the Ship via field. (If this is left blank, a default value will be used.)
  4. Save the invoice.

Fulfillment and Ship via fields.

In the QuickBooks Online invoice, enter 'Ready' in the Fulfillment field. Optionally, enter the Carrier and Service Level in the 'Ship via' field.

Tip: To ensure successful processing, make sure the customer's billing and shipping information (found in QuickBooks Online at Get paid & pay > Customers) includes the Country (e.g., USA).

QuickBooks Online customer information - include Shipping country

Next: Review Order Status

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