Hi, @eeikb. I appreciate you for joining the thread.
As of posting, the drop-down list for the Ship-via field in QuickBooks Online (QBO) isn't available yet, and you'll need to enter the info manually when creating invoices. However, I can provide further guidance on storing shipping carrier account numbers.
Once you've toggled on Shipping from your sales settings, you can manually enter shipping information within your customer's invoice. However, storing the shipping carrier account numbers isn't directly available within the customer's invoice. You can consider utilizing custom fields, or notes features from the Customer page info as a workaround. Here's how:
- Go to Customers & leads. Then, Customers.
- Select a customer to store the shipping account number.
- Click on Edit.
- If you're using Simple Start, Essentials, or Plus, utilize the Notes box from the Notes and attachments section to enter the customer's shipping account number.
- If you're using Advanced, scroll down the Custom fields section. Then, enter the customer's shipping account number.
- Hit Save.
Alternatively, you can consider looking for a third-party app to integrate with QBO that supports multiple shipping methods and can help you save time copying and pasting customer details into your shipping system. You can find one from the apps page within QBO.
- In your QBO account, go to Apps.
- Select Find apps.
- Type in keywords like "shipping" or choose Browse categories.
For future reference, let me add this article to customize how your printed invoices appear: Customize invoices, estimates, and sales receipts in QuickBooks Online.
We'll be here in the Community if you have further questions about entering shipping information in invoices in QBO. We're committed to offering ongoing support. Take care.
