How to Connect, Optimize, and Manage OnTrac for QuickBooks Online

As a small business owner, you’re always looking for ways to streamline your operations, and one of the most tedious tasks is managing shipping. If you use QuickBooks Online as your accounting software, connecting it with OnTrac can save you time and money. In this article, we’ll cover everything you need to know about OnTrac and how to connect, optimize, and manage it with QuickBooks Online.

Introduction to OnTrac for QuickBooks Online

OnTrac is a regional carrier that specializes in overnight delivery services in the western United States. It offers competitive rates, reliability, and visibility for small businesses. The carrier integrates with QuickBooks Online, allowing you to create shipping labels, track packages, and manage shipments directly from your accounting software.

One of the key benefits of using OnTrac for QuickBooks Online is the ability to streamline your shipping process. With the integration, you can easily import customer and order information from QuickBooks Online into OnTrac, eliminating the need for manual data entry. This saves you time and reduces the risk of errors.

In addition, OnTrac offers a range of shipping options to meet your business needs. From overnight delivery to ground shipping, you can choose the service that best fits your timeline and budget. And with OnTrac’s advanced tracking technology, you can monitor your packages in real-time and receive notifications on delivery status, ensuring that your customers receive their orders on time.

Understanding the Benefits of OnTrac for QuickBooks Online

Integrating OnTrac with QuickBooks Online has several advantages for small businesses. One of the biggest benefits is reduced shipping costs. OnTrac’s rates are typically lower than national carriers like FedEx and UPS. In addition, you can print shipping labels and manage shipments directly from QuickBooks Online, eliminating the need for manual data entry and reducing the risk of errors.

OnTrac also offers visibility, allowing you to track your shipments in real-time and receive delivery notifications. This helps you keep your customers informed and provides peace of mind that your shipments are on time.

Another advantage of using OnTrac with QuickBooks Online is the ability to access detailed shipping reports. These reports provide valuable insights into your shipping activity, including the number of packages shipped, delivery times, and shipping costs. This information can help you identify areas for improvement and make data-driven decisions to optimize your shipping processes.

How to Connect OnTrac with QuickBooks Online

Connecting OnTrac with QuickBooks Online is a straightforward process. First, you need to sign up for an OnTrac account. Once you have an account, you can connect it with QuickBooks Online by following these steps:

1. Log in to your QuickBooks Online account.
2. Click the “+” icon at the top of the screen and select “Shipping.”
3. Select “OnTrac” from the list of carriers and enter your OnTrac account information.
4. You’re now ready to create shipping labels and manage shipments directly from QuickBooks Online!

One of the benefits of connecting OnTrac with QuickBooks Online is that it allows you to streamline your shipping process. You can easily create shipping labels and track shipments without having to switch between different platforms. This can save you time and reduce the risk of errors.

In addition, connecting OnTrac with QuickBooks Online can help you save money on shipping costs. OnTrac offers discounted rates for QuickBooks Online users, which can add up to significant savings over time. By taking advantage of these discounts, you can improve your bottom line and make your business more profitable.

Step-by-Step Guide to Optimizing OnTrac for QuickBooks Online

Once you’ve connected OnTrac with QuickBooks Online, there are a few steps you can take to optimize your shipping experience:

• Set up default shipping dimensions and weights for your products to save time when creating shipping labels.
• Use OnTrac’s pre-printed shipping labels to reduce the risk of errors and save time.
• Customize your shipping preferences, such as delivery options and insurance, to meet your business needs.

Another way to optimize your OnTrac shipping experience is to take advantage of their tracking and notification features. OnTrac provides real-time tracking information for your shipments, so you can keep your customers informed about the status of their orders. You can also set up email or text notifications for yourself and your customers, so everyone stays up-to-date on delivery times and any potential delays. By utilizing these features, you can improve your customer service and streamline your shipping process.

Best Practices for Managing OnTrac in QuickBooks Online

Managing OnTrac in QuickBooks Online requires some best practices to ensure smooth operations:

• Regularly monitor your shipments in QuickBooks Online to ensure they are on track and delivered on time.
• Update your customer records with tracking information to keep them informed of their orders.
• Take advantage of OnTrac’s delivery notification feature to provide your customers with real-time updates on their shipments.

Another best practice for managing OnTrac in QuickBooks Online is to use the OnTrac dashboard to track your shipments. The dashboard provides a comprehensive view of all your shipments, including their current status and estimated delivery dates. This can help you identify any potential issues and take corrective action before they become bigger problems.

It’s also important to ensure that your QuickBooks Online account is set up correctly for OnTrac. This includes verifying that your shipping addresses are accurate and up-to-date, and that your shipping preferences are configured correctly. By doing so, you can avoid any delays or errors in your shipments and ensure that they are delivered on time and to the correct address.

Tips and Tricks for Troubleshooting OnTrac Issues in QuickBooks Online

If you experience any issues with OnTrac in QuickBooks Online, here are a few tips to troubleshoot:

• Check your internet connection to ensure it’s stable and strong.
• Verify your OnTrac account information to ensure it’s entered correctly.
• Contact OnTrac customer support for assistance with any technical issues.

Another tip for troubleshooting OnTrac issues in QuickBooks Online is to clear your browser’s cache and cookies. This can help resolve any temporary issues that may be causing the problem.

If you are still experiencing issues after trying the above tips, it may be helpful to check for any updates or patches for QuickBooks Online or OnTrac. Updating to the latest version can often resolve technical issues.

How to Use OnTrac with Multiple QuickBooks Online Accounts

If you have multiple QuickBooks Online accounts, you can use OnTrac with each of them by setting up a separate OnTrac account for each account. This allows you to manage shipments for each account separately and ensures accurate accounting and tracking.

To set up a separate OnTrac account for each QuickBooks Online account, simply log out of your current OnTrac account and create a new account using the email associated with your other QuickBooks Online account. Once you have created a new account, you can link it to your other QuickBooks Online account and begin managing shipments for that account as well.

How to Customize OnTrac Settings for Your Business Needs

You can customize OnTrac settings to meet your business needs. For example, you can set up preferences for delivery options like signature required or Saturday delivery. You can also customize insurance options and shipping notifications for your customers.

Additionally, OnTrac allows you to create and save templates for frequently shipped items, making the shipping process even more efficient. You can also set up multiple user accounts with different access levels, allowing your team to manage shipping tasks without compromising sensitive information. With OnTrac’s customizable settings, you can streamline your shipping process and provide a better experience for your customers.

Integrating Other Apps with OnTrac and QuickBooks Online

OnTrac integrates with several other apps, including ShipStation, Shippo, and Ordoro. Integrating these apps with QuickBooks Online allows you to manage your e-commerce orders and shipments from a single platform.

In addition to these apps, OnTrac also integrates with popular e-commerce platforms such as Shopify, WooCommerce, and Magento. This integration streamlines your order fulfillment process by automatically importing orders from your online store into OnTrac, and then syncing the tracking information back to your store. With this integration, you can easily manage your orders, shipments, and inventory all in one place.

Understanding the Costs of Using OnTrac with QuickBooks Online

OnTrac’s rates are typically lower than national carriers like FedEx and UPS. However, the exact costs of using OnTrac with QuickBooks Online depend on several factors such as the weight and dimensions of your packages and the shipping destination. You can get a quote from OnTrac to estimate your shipping costs.

In addition to the weight and dimensions of your packages and the shipping destination, the speed of delivery can also affect the cost of using OnTrac with QuickBooks Online. If you need your package to arrive quickly, you may need to pay a higher rate for expedited shipping.

Another factor to consider is the type of items you are shipping. Some items may require special handling or packaging, which can increase the cost of shipping. It’s important to properly package your items to ensure they arrive safely and to avoid any additional fees for improper packaging.

Comparing OnTrac with Other Shipping Solutions for QuickBooks Online Users

There are several shipping solutions available for QuickBooks Online users, including national carriers like FedEx and UPS, as well as regional carriers like OnTrac and Spee-Dee Delivery. When comparing shipping solutions, consider factors like cost, reliability, visibility, and integration with QuickBooks Online.

One factor to consider when comparing shipping solutions is the level of customer service provided. OnTrac, for example, offers a dedicated account manager for each customer, as well as a customer service team available by phone or email. This level of personalized support can be especially helpful for small businesses with limited resources.

Another important consideration is the environmental impact of shipping. OnTrac has implemented several sustainability initiatives, including using hybrid vehicles and optimizing delivery routes to reduce emissions. For businesses that prioritize sustainability, choosing a carrier with eco-friendly practices can be a key factor in their decision-making process.

Success Stories: Real-Life Examples of Businesses That Have Used OnTrac and QuickBooks Online Successfully

Many businesses have successfully integrated OnTrac with QuickBooks Online, saving time and money on shipping. For example, a small e-commerce business was able to save over $50,000 in shipping costs in one year by switching to OnTrac. Another business was able to reduce shipping errors by 75% by using OnTrac’s pre-printed shipping labels and QuickBooks Online integration.

Conclusion: Final Thoughts on Using OnTrac with QuickBooks Online

Using OnTrac with QuickBooks Online can simplify your shipping operations and save you time and money. By following the steps outlined in this article and customizing OnTrac settings to meet your business needs, you can optimize your shipping experience and provide your customers with reliable and cost-effective shipping options.