Simple Instructions For The FedEx Report App

Step-by-Step Guide for Fedex Report App Version 1.0.0.2


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  1. Reports from Fedex.com

    Step 1: First step is get a report from one of two places. The first place is from Fedex.com. Run and download a report for the time period you want. Or you can get a report from the manufacturer for the Fedex shipping.

    If you are using a report from Fedex.com then click the browse button on the first section of the app.

    Step 2. Click theProcess Fedex.com Report button. It will save two reports in the same location as the original file. The first report is ready for Transaction Pro. It will have the filename appended with TransactionPro_Ready.csv.

    The second report is all the rows that did not have an order number/PO number. You will have to investigate these manually to find the order numbers and manually input them into Quickbooks.

  2. Reports from Manufacturer

    Step 1. Click the browse button and locate the original report from the manufacturer for Fedex shipping.

    Step 2. Once loaded, click the Re-Create Factory Shipping Reports.

    It will save a new report in the same location as the original. This new report will have the appended name of TransactionPro_Ready at the end. It will also create a report for any orders that are missing the order number/PO number. (*Note: It may not make a report for missing PO numbers if there are none.)

    Reports Are Ready For Transaction Pro

    And now the new reports with the added "TransactionPro_Ready" on the end of the filename are ready to import into Transaction Pro. For example it may look like: Fedex invoice 240402_TransactionPro_Ready.xls

    Remaining Report Needs Manual Input

    You will have to find all the missing order numbers from the report ending in No_PONumber on the filename. These will need to be manually matched and entered into Quickbooks.