This article outlines the steps required to configure your QuickBooks Online integration.
Configure Fulfillment field
The first step is to configure a custom field in QuickBooks Online called Fulfillment. The integration imports invoices with Fulfillment field status "Ready", and sets this field to "Completed" when shipment is confirmed.
Configure Fulfillment Field in QuickBooks Online.
Gather API credentials
To authorize the connection, you will need the QuickBooks Online Company ID, User name and password.
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 import 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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