Set Up Sales Order or Sales Receipt Profiles

The following Steps assume that you are have set up and configured QuickBooks for use with Endicia Professional.

Steps

1. Install and start Endicia Professional version 6.17.1.

2. On the Order Lookup tab, in the Active Profile field, select the profile on which you want to base your new profile.
3. Click the New Profile button.
4. In the New Profile dialog box, enter the name of your new profile—for example Sales Receipts.
5. Click OK.
6. Select Edit > Preferences.
7. On the Preferences window, select the Source Data and Post Back tab.
8. In the Order Lookup field, where QuickBooks is selected, click the Configure button.
9. On the Setup window for the QuickBooks connection, select the type of record—in this case either Sales Receipts or Sales Orders.
10. Select one or more items that you want to post back—such as tracking number, shipping date, or postage amount.
11. Clear the check boxes of those items that you do not want to post back.
12. Click OK to close the QuickBooks Setup dialog, and click OK to close the Preferences dialog.
13. On the Order Lookup tab in the Order Number field, enter a sales receipt or order numberand click the Retrieve Order button to verify the connection.
14. It is recommended that you turn on automatic data post-back:
    1. Select Tools > Post Back Data.
    2. On the Post Back Data Map window, click Options.
    3. Select the Automatically post back data check box.
    4. Click OK.
    5. Close the Post Back Data Map window.

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