Landed cost helps businesses accurately allocate shipping and related costs to products, ensuring precise cost distribution. This guide will walk you through setting up landed cost in QuickBooks, explain the key tabs in the landed cost section, and show you how to allocate freight costs effectively.
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Navigate to the landing page and choose your QuickBooks account. Then, from the dropdown menus, select the appropriate clearing accounts for freight and tariffs. These accounts will track shipping and tariff expenses separately.

Select the manufacturing and freight vendors from the dropdown list. You can add or remove vendors as needed. If the same vendor handles both manufacturing and freight, contact support for additional setup assistance.

When entering freight bills in QuickBooks, set them up as service items instead of expenses. This ensures ConnectBooks can separate shipping costs from other charges like packaging or handling, which should be categorized under different expense items.

To import bills from QuickBooks, click the "QuickBooks Sync" button. Once synced, your setup is complete.

The landed cost page in ConnectBooks includes several important tabs to help you manage and track your expenses:

This tab shows all bills that haven't yet had shipping allocated.

Here, you'll find all bills that have already been allocated for shipping.

This tab lists all products with their corresponding QuickBooks names. You can enter measurements and tariff rates for each product. If you only know the final cubic meter (CBM) value, enter 1 in the first two boxes and the total CBM in the third.

In the settings tab, you can configure your vendors, QuickBooks items, and clearing accounts:

Vendors: Select or assign new vendors.

QuickBooks Items: Assign or unassign items as freight.

Clearing Accounts: Select or assign clearing accounts.

This section covers how to allocate bills using the landed cost feature, helping you distribute costs accurately and simplify your billing process.

Go to the open bills tab on the landed cost page to see all unallocated bills.

Select a manufacturing and a shipping bill to pair. To make this easier, add the container number to the memo field in QuickBooks for both bills. This allows you to search and match bills by container number. You can also allocate one manufacturing or shipping bill to multiple freight or manufacturing bills if needed.

After selecting the bills, click "Review" to proceed with allocation. You'll be able to see the amounts allocated.

Click the "Update Cost and Export" button to send the updated information to QuickBooks. If you're using QuickBooks Desktop, sync with the web connector to export the data. Once completed, the bills will move to the updated bills tab.

Add a Bill

To add a new manufacturing or shipping bill, click the "Add Bill" button and select another vendor.

Edit CBM

To modify the CBM, click on the CBM box. A pop-up will appear where you can enter the correct value. Click "Save for All" to apply changes.

Delete an Exported Bill

To delete an exported bill, go to the updated bills tab, click the three dots next to the bill, and select "Revert." Once reverted, you can delete it or re-export as needed.

Archive a Bill

To hide a bill without allocating shipping, go to the open bills tab and click the archive icon. To unarchive, select "Show Archived" and click the icon next to the bill you wish to unarchive.

For additional guidance or support with setting up or using the landed cost feature, don't hesitate to contact our support team. We're here to assist you!