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We are in the process of updating our QuickBooks Desktop (QBDT) Shipping Manager experience, which will be launching in the near future, Tim. I'll continue discussing this below.
We’re updating QBDT's shipping experience to provide enhanced security, greater convenience, and more choices for managing your shipments, all from within QBDT.
We're also upgrading it to a more user-friendly and secure shipping interface, incorporating OAuth (Open Authentication) to keep your credentials safe while granting limited access to other shipping carriers based on your approval. We aim to make this new experience available to you as soon as possible. Until then, you can continue using the current shipping features until May 31, 2025.
Here are some benefits of the updated feature:
- Enhanced security
- Seamless shipment tracking
- Browse and compare rates
- Expanded carrier options
If you have QuickBooks Desktop 2022 or older, you need to upgrade to QuickBooks Desktop 2024 to use the new shipping features.
If you have QuickBooks Desktop 2024, you need to update to the latest release of QuickBooks Desktop 2024.
You can download any shipping-related data before May 31, 2025. This includes the shipment date, customer contact details, tracking number, transaction reference, estimated shipping charges, the carrier service you've opted for, and cash on delivery (COD) details, if any.
After May 31, 2025, you won’t be able to access the listed information or use the existing shipping experience within QuickBooks Desktop. However, you can still perform shipping-related tasks, like voiding labels, directly on the carrier's official website.
Here’s how to download your shipping data:
- Go to File and select Shipping.
- Choose the carrier (FedEx, UPS, USPS) for which you need shipment details.
- Click Track or Cancel a Shipment.
- Set the date range for the shipping data you want.
- Click Report, then Print.
- In the print preview, choose "Save as PDF and select a location on your computer to save the file.
- Click Save.
- Repeat these steps for each carrier and any additional date ranges to compile a complete record of your shipping history.
Once you’ve downloaded your shipping data for shipments made before May 31, 2025, set up the new Shipping Manager so you can continue shipping from within QuickBooks.
Moreover, If you're looking for guidance on setting up and managing your inventory to improve cash flow, increase efficiency, enhance customer satisfaction, reduce costs, and enable better decision-making, I recommend referring to the article: Set up Advanced Inventory in QuickBooks Desktop.
If you have further questions about the new shipping manager in QBDT, feel free to click the reply button. I'm always here to help.