Getting started with the Connex Authorize.net integration. How it works, how to set up, and more.
Is there a demo?
Yes, watch this video:
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 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:
- Login to our software.
- On the Connex dashboard, choose Authorize.Net.
- On the pop-up, click continue.
- Follow the on-screen instructions.
- 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:
- On the Connex configure page, expand orders.
- Expand sync orders to QuickBooks.
- Expand sync manually to QuickBooks.
- Change the transaction drop down to invoices.
- Go to the export to QuickBooks tab.
- Select a list of cancelled order statuses to export.
- Click submit.
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 sales individually?
Yes, you can sync by transaction ID:
- Login to Connex.
- At the Connex dashboard page, expand manually sync.
- Choose Authorize.NET.
- In the order list field, enter a comma separated list of transaction IDs.
Invoice numbers cannot be used at this time.
How do the fields map?
Here is a diagram:
|Tax||Total Tax||Mapped as either a line item or a QuickBooks tax code.|
|Freight||Shipping Field or Line Item||Mapped as either a line item or the QuickBooks Online shipping field.|
|Transaction ID||Order Number||If no invoice number supplied, we map to order number.|
|Invoice Number||Order Number||Mapped, if supplied.|
|Description||No mapping||Can be used to map products, using our rules engine.|
|Transaction Status||No mapping||Used to filter orders syncing to QuickBooks.|
|Date Submitted||Order Date|
|Credit Card Name||Payment Method|
|Settlement Amount||Order total|
|Billing Address||Customer billing address, if new, and order billing address|
|Shipping Address||Customer shipping address, if new, and order shipping address|
|Line Item SKU||QuickBooks item name|
|Line item unit price||QuickBooks unit price|
|Line item quantity||QuickBooks item quantity|
|Line item name||QuickBooks item description|
|Settlement amount||Amount paid|
|Transaction ID||Order reference number||Usually we map the QuickBooks ref. no as the order number. You can add a rule to map the transaction ID as the ref. no.|