Shipping Carriers

Shipping Carriers

Shipping Carriers in CustomBooks™

A Shipping Carrier is a company or service that transports goods from one location to another. Common examples include UPS, FedEx, and USPS. In CustomBooks™, Shipping Carriers are used on Sales documents, such as shipments, to track the carrier handling your orders.

Viewing Shipping Carriers

To view the list of Shipping Carriers in CustomBooks™:
  1. Navigate to Lists > Shipping Carriers.



Creating New Shipping Carriers

You can add new shipping carriers manually in CustomBooks™:
  1. Go to Lists > Shipping Carriers.
  2. Click Create > New.
  3. Enter the shipping carrier’s name or description.
  4. Click Save or Save and Close.


Adding a Shipping Carrier On-the-Fly

When filling out a Sales document, you can quickly add a new shipping carrier:
  1. In the Shipping Method drop-down field, click the green plus (+) icon button.
  2. Enter the name and save.


ShipStation Integration

If you are using the ShipStation integration, shipping carriers are automatically imported from your ShipStation account. To update carriers, make changes directly in ShipStation.

For more details about setting up ShipStation integration with CustomBooks™, visit this knowledgebase article.

    • Related Articles

    • Setting up the Shipstation Integration

      Overview CustomBooks™ continues to expand its capabilities, offering businesses a dynamic way to handle accounting, inventory, and financial reporting. By integrating with ShipStation, a widely trusted shipping and fulfillment platform, CustomBooks™ ...

    • Printing Shipping Label using the ShipStation Integration

      Overview CustomBooks™ one key feature is the ability to create and manage shipping labels directly from within the platform using the ShipStation integration. This functionality not only simplifies shipping processes but also enhances order ...

    • Payment Method

      Payment Method in CustomBooks™ A Payment Method refers to the type of transaction or instrument used to settle financial obligations, such as paying a bill, invoice, or receiving payments from customers. It specifies how the payment is made, whether ...

    • AccountingSuite™ Release Notes, German Shepherd 4, Gusto and ShipStation Integrations

      AccountingSuite™ is now  integrated with Gusto and Shipstation! Import your payroll information into AccountingSuite™ Error free entry into AccountingSuite™ using Gusto’s API. We have created an easy payroll sync from Gusto that allows you to sync ...

    • Lists and Settings

      Other Lists and Settings Countries – comes pre-loaded for you. This list may be added to, changed or deleted if necessary. States – come pre-loaded with the 50 United States. May be added to, changed or deleted as necessary. Currencies – This is a ...