Authorize.net

Getting Started with Authorize.Net

Getting started with the Connex Authorize.net integration. How it works, how to set up, and more.

Should I sync with Authorize.NET?

If you are syncing QuickBooks and your online store, it is unnecessary to sync with Authorize.Net. Your store sends Authorize.Net a copy of the order, so you will get duplicates. You only need this sync if orders from Authorize.Net do not exist in your online store, like phone orders, or if you are not syncing orders from your online store to QuickBooks using Connex. 

How do order items map?

Out of box, we map the Authorize.NET itemized information to the QuickBooks items field:

Here is how they map:

Authorize.NET QuickBooks
Item Name Item Name / SKU
Description Item Description
Price Unit Price

In many cases, Authorize.NET sends no itemized order information. If your sale has a single item, you can map the Authorize.NET order description to the QuickBooks item name field. Here is an image of the Authorize.NET description field:

Here is the QuickBooks item name field:

To map the item description, follow these steps:

  1. Login to Connex.
  2. Click rules > my rules.
  3. Click upload.
  4. Upload this spreadsheet.

How do I pair Authorize.Net?

You can login to your Authorize.Net account through Connex and obtain credentials. Connex will store no login, but obtain a special account to sync data:

  1. Login to our software.
  2. On the Connex dashboard, choose Authorize.Net.
  3. On the pop-up, click continue.
  4. Follow the on-screen instructions.
  5. If your pairing fails, please contact us. In your log, located on the dashboard, there is an error code. Please send it to us.

Can your software sync unpaid invoices for failed transactions? 

By default, Connex skips adding these orders. To enter them as unpaid invoices, follow these steps:

  1. On the Connex configure page, expand orders.
  2. Expand sync orders to QuickBooks.
  3. Expand sync manually to QuickBooks.
  4. Change the transaction drop down to invoices.
  5. Go to the export to QuickBooks tab.
  6. Select a list of cancelled order statuses to export.
  7. Click submit.

How do I sync payments only and not invoices?

The Authorize.NET transaction ID maps to the QuickBooks order number. If Connex detects a duplicate, then Connex skips the order. Connex will apply a payment, if the order exists and it has a balance. On the Connex configure page, select invoices as your transaction mode.

How do I sync recurring payments to QuickBooks?

If Connex detects a recurring payment, Connex will add a dash plus the payment number. If you are syncing the second payment and the order number is one hundred, then the order will become 100-2. This ensures Connex creates a separate order for each payment.

Can I sync refunds?

You must populate the Authorize.NET invoice number field. Each sale or refund creates a unique transaction ID. If the Authorize.NET invoice number is missing, then our tool maps the transaction ID. If the sale and refund have different numbers, then our tool will create no refund. A matching sale in QuickBooks must exist.

Can I sync unsettled transactions?

Out of box, Connex waits for transactions to settle. You can sync unsettled sales, but refunds could sync as a sale and a refund. Our software assumes authorizations are sales. Here are the steps:

  1. Login to Connex.
  2. Click manage.
  3. Click sync direction.
  4. Expand settings.
  5. Choose daily as the sync interval. This will ensure the refund settles and becomes a refund.
  6. Expand orders.
  7. Expand sync orders to QuickBooks.
  8. Expand advanced transaction.
  9. Check sync settled transactions. 

Can I sync sales individually?

Yes, you can sync by transaction ID:

  1. Login to Connex.
  2. At the Connex dashboard page, expand manually sync.
  3. Choose Authorize.NET.
  4. In the order list field, enter a comma separated list of transaction IDs.

Invoice numbers cannot be used at this time.