The Send Shipping as a Line Item setting controls how an invoice's shipping charge is sent to QuickBooks Online (QBO) when Luminous pushes the invoice.

Where to find it

  1. Go to Settings > QuickBooks.
  2. Open the Account Mappings tab.
  3. Find the Send Shipping as a Line Item toggle. It sits just below Send Tax as a Line Item.
  4. Switch it on or off, then click Save Account Mappings.

The setting is off by default.

What happens when it is ON

  • When an invoice has a shipping amount greater than zero, Luminous adds shipping as its own line on the QuickBooks invoice. The line is named Shipping, and QuickBooks shows it under Product/service like any other line. It does not use QuickBooks' built-in shipping field.
  • Luminous uses a QuickBooks item named Shipping for that line. If your QuickBooks company doesn't have one yet, Luminous creates it once. It is a non-inventory item that uses the income and expense accounts configured for the integration.
  • This works whether or not the Shipping field is turned on in your QuickBooks sales form settings.
  • Invoices with no shipping amount (zero) don't get a shipping line.

What happens when it is OFF

Luminous keeps the standard behavior, which depends on your QuickBooks sales form settings:

  • If Shipping is turned on in QuickBooks under Settings > Account and Settings > Sales > Sales form content, Luminous sends shipping for the invoice.
  • If Shipping is turned off there, QuickBooks won't accept or show shipping, and the shipping amount won't appear on the synced invoice.

Tips

  • If shipping is missing on invoices in QuickBooks, you have two options: turn the shipping field on in QuickBooks, or turn on Send Shipping as a Line Item in Luminous. See SOP: Shipping or Discount Fields Not Syncing to QuickBooks.
  • The setting applies when invoices are pushed. After you change it, re-sync any invoices that have already been sent. Use the QuickBooks icon in the Sync Status column on Sales > Invoices, or Bulk Actions > Sync To Quickbooks.