This article outlines the steps required to configure your QuickBooks Online integration.
Configure Fulfillment field
To facilitate importing invoices, the first step is to configure a custom field in QuickBooks Online called Fulfillment. This field will be used by the integration to determine which invoices to import, and to update fulfillment status.
Configure Fulfillment Field in QuickBooks Online.
Gather API credentials
In order to enable API access, make sure you know your QuickBooks Online Company ID.
Gather API credentials from QuickBooks Online.
Enable API access
Enter your Company ID in PackageBee and authorize the connection to enable automated fulfillment.
Enable API access in PackageBee.
Initiate order workflow
To initiate order workflow, set the Fulfillment value of an invoice to
Ready, and set the Carrier and Service Level in the Ship via field.
Initiate order workflow in QuickBooks Online.
Review order status
When you set the integration to Enabled, PackageBee imports invoices from QuickBooks Online with the custom Fulfillment field value of
Ready. PackageBee will automatically update this field in QBO to help you track fulfillment status.
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