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tom-pichard-cfae
January 3, 2024
Question

How can I make the shipping cost associated to a sales transaction imported into QB Online using the WooCommerce QB Connector appear as a line item in the transaction receipt?

  • January 3, 2024
  • 1 reply
  • 0 views

What I have done so far.
1- In QB Accounts & Settings I turned Shipping to Off.
2- in the WooCommerce Connector Admin form I selected Use Shipping Item.
3- in QB I have the Product/Service of "Shipping" assigned to an income account.
4- in QB Accounts & Settings Advanced Categories, I have Track classes on with assign to each row in transaction.

I basically want the shipping cost appear as a line item automatically and assigned to the right class.

After having done all this, when I import a transaction through WooC into QB the shipping still appears in the lower right hand corner of the receipt and not as a line item.
Now, I just realized that I can cursor to the shipping $ amount and blank it out then add a shipping line items to the receipt and assign it the proper class. That is a manual workaround but how can I automate it through administrative choices in the interfaces?

1 reply

Candice C
Candice C
January 3, 2024

Hey there, @tom-pichard-cfae. 

 

Welcome back to the Community! 

 

With the details you gave, I recommend making an item called shipping and adding the cost this way to ensure it appears as a line item. 

 

As for the information coming over from the third party, the best route would be to contact them about the details transferring to get more information. 

 

I hope this helps. if you have any other questions, don't hesitate to ask. Have a great day! 

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