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When exporting a form from SAGE Workplace Windows app to QuickBooks, the export fails and you see a message in the export log stating "There is an invalid reference to QuickBooks Ship Method".
Any shipping method included in SAGE Workplace Windows app form also must exist in QuickBooks. For example, if the ship method for an invoice is set to "Ground" then you must create a "Ship Via" method of Ground in QuickBooks prior to export.
1. In QuickBooks, double-click on Invoices (to create a new Invoice). Note that once you add a shipping method to one form type, it will work for all other forms as well (POs, Sales Orders, etc.)
2. Near the ship date, find the "Via" selection box.
3. Click the down arrow next to Via, then click on <Add New>.
4. In the New Shipping Method dialog box enter the shipping method you wish to add and click OK. (e.g. Ground, note: this must match the method from SAGE Workplace Windows app exactly)
5. You may repeat steps 3-4 to add any other shipping methods you plan to use.
6. Close the invoice (you do not need to save it).
You may now export your form.
Purchase Orders do not have a ship via field by default. To add the Ship Via field to Purchase Orders, follow these steps to customize your layout:
1. Click "Customize" on the Menu bar.
2. Click "Customize Data Layout"
3. On the Header tab find "Ship Via" and check the selection boxes for Screen and Print, then click OK.
| Type: | Info | Publish Date: | 3/17/2011 11:33:06 AM |
| Applies To: | Other | Last Updated: | 1/17/2025 11:25:01 AM |
| Platform: | All | Expiration Date: |