Setup UPS shipping

AccountEdge offers the user the ability to create a UPS shipment directly from the sales invoice or a card. A UPS account must first be established before the integration process can begin. The user will also have the ability to print shipping labels and track the packages after they are shipped.

The UPS Shipping Setup assistant will guide you through the setup process. Once the UPS account is linked to your AccountEdge company file additional steps are added to the setup assistant allowing easier access to the printing of labels, markup rates, email notifications and tracking packages being shipped.

To setup a UPS account

From the command centre, go to the Setup menu and select UPS Shipping then select UPS Shipping Setup. The UPS shipping setup assistant appears.

To get more information about how AccountEdge will work with UPS click the Learn More button. The UPS website will open in your browser.

Click Agree to UPS Terms. The UPS Technology Agreement window appears.

Select I agree to terms and conditions to continue this setup process. If you select I do not agree, you will be notified in order to integrate with UPS you must agree to the terms. If you want a printed copy of the agreement, click Print.

Click OK to close the window. The UPS Shipping Setup - UPS Account Setup window appears.

If you have not yet signed up for a UPS account, there is a link and a phone number to call provided here. Enter all required information, then click Confirm. A message appears stating a shipping method will be created and named UPS Shipping. You can change the name of the shipping method but will not be able to delete this shipping method while UPS shipping is setup in the company file.

Click OK to close the message window. A message appears confirming the UPS account is ready to be used with the company file. Click OK to close this message window.

The UPS Shipping Setup - UPS Accounts window appears displaying the information entered. Be sure the information is correct before you continue. If it is not correct, click Back to go to the previous step to make changes.

More help options