Some additional options allow you to further customize shipping QuickBooks Online documents with StarShip. These options are accessible from Setup > Source Interface > QuickBooks Online > Options.
Retrieve related documents when shipping
When checked, StarShip will show documents with the same Ship-To addresses, allowing you the possibility of combining related documents. Related documents are shown in the Shipment Editor and can be grouped together by selecting the Group Related check box.
When importing a document that has an existing non-posted shipment, always
Choices are:
- Prompt: Prompt the user for action. The prompt will include the options to Create New, View, or Edit. Note that View is only available for Processed shipments; Draft (Open) shipments will always open in Edit mode.
- Create New: StarShip will automatically create a new shipment from the data being imported from the source interface without prompting the user.
- Edit Existing: Set the existing document to “Open” status so that it can be edited.
- View Existing: Open the existing shipment in View-only mode.
StarShip will search for any draft shipment or shipment processed within the last “#” days
When importing a document (Invoices, Sales Receipts, etc.) from QuickBooks, StarShip will scan all open (draft) shipments, and only the processed shipments within the number of days you set here, for shipments that may already exist for that document. So, for example, if you add a Sales Receipt to a shipment you’ve already saved or processed in StarShip, you can reprocess the shipment with the new Sales Receipt added without voiding write-back or tracking numbers. Note that you cannot set the number of days if you set the option above it to Create New.
Run in Diagnostic Mode
Check this option to have StarShip run in a special diagnostic mode that shows the raw input from the source interface before any mapping or translations are performed on it.
Enable logging of QuickBooks Online transactions
StarShip will run in a special mode that provides more information to aid Technical Support. You can also specify Normal or Maximum levels of logging.
Disable Search of Source Documents
This option controls searching for QuickBooks Online documents in the Shipment Editor. When it is checked, StarShip will not display the Search Documents grid and will require that you enter the exact Document Number.
Refresh List of Source Documents after shipping
When this option is checked, StarShip will update the list of QuickBooks Online documents in the Documents grid after you process a shipment. New documents are retrieved and shipments no longer matching the filters (such as Unshipped) will not be seen. The default setting is checked.
When retrieving orders, include items with untracked quantities
StarShip automatically imports inventory items with tracked quantities. This option allows you to also import items where the Quantity on Hand is not tracked. These items do not have the “Track Quantity on Hand (for inventory items)” setting checked under Product or Service Information in QuickBooks Online.
- Click the Gear icon next to your company name.
- Under Lists, select Products and Services.
- Double-click an item in the Products and Services list to display the dialog that contains the Track Quantity on Hand setting.
QuickBooks Online Document Search Range – set by past days, future days, or both
StarShip allows you to specify the date search range with which to browse for documents to import. In the “Search from”, use the up/down arrows to set the “search from”/”until” dates.
The Search Dates will change according to your selections.
