Reduce repetitive entry
Spend less time reviewing the same order information and manually creating invoices.
QuickBooks Desktop invoicing automation
Turn shipped sales orders into invoices automatically.
Ship2Invoice helps small businesses reduce repetitive invoicing work by identifying shipped QuickBooks Desktop sales orders and creating invoices through a controlled, repeatable workflow.
The problem
Shipping may be finished. Invoicing often isn't.
When shipping and invoicing are separate steps, completed orders can wait for someone to review them, confirm shipment details, and manually create the invoice.
Move shipped orders forward
Help prevent completed shipments from sitting in a queue waiting to be invoiced.
Keep control of exceptions
Orders that need attention remain visible instead of being blindly processed.
How it works
A practical bridge from shipping to invoicing.
Ship2Invoice is designed to work with your existing QuickBooks Desktop sales-order workflow rather than replace it.
1
Your team ships the order
Continue using your normal QuickBooks Desktop and shipping process.
2
Ship2Invoice reviews eligible orders
Configured shipment information and business rules determine which sales orders are ready.
3
The invoice is created
Eligible shipped sales orders move into invoicing through the QuickBooks Desktop integration.
Product demo
See Ship2Invoice in action.
See how a shipped QuickBooks Desktop Sales Order moves through Ship2Invoice and becomes an invoice in about one minute.
For demonstration purposes, the freight entry shown in this video simulates the type of shipment-information writeback that can come from shipping software such as UPS WorldShip or StarShip.
Best fit
Built for businesses with a clear Sales Order → Ship → Invoice workflow.
Ship2Invoice is intentionally focused. That makes it especially useful when these conditions match your process.
Ship2Invoice may be a strong fit if you:
- Use QuickBooks Desktop
- Create Sales Orders before invoicing
- Ship physical products
- Record shipment information as part of the order workflow
- Manually review shipped orders before creating invoices
Not every workflow is the same.
Before setup, we briefly review how your business moves an order from Sales Order to shipment to invoice. The goal is simple: confirm the current product fits before adding unnecessary complexity.
The first step is intentionally easy. Tell us who you are and answer two quick workflow questions. We can handle deeper discovery afterward.
Start with a quick inquiryCould Ship2Invoice remove part of your invoicing workload?
Send us a quick inquiry. We’ll review the basics and follow up to confirm whether your workflow is a good match.