Rules Engine Mapping Order Data
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Can I code refunds differently than sales?

Ensure items are never restocked.

I use Shopify and I mark items are no restock. Do I still need the rule?

No, Connex will automatically create an item called ShopifyNoRestock. For more info, read this guide.

How do I add the rule?

Your website SKU should match your QuickBooks item name. In this example, we will match all SKU's to the QuickBooks item name ABC. Here are the steps:

  1. Login to our software.
  2. On the left, click rules engine.
  3. Click my rules.
  4. Click add new rule.
  5. As the action, choose map SKU.
  6. In the comparisons, choose order status, contains, and refund:
  7. In the map to, enter a value for the SKU.
  8. Click finish.

How do I set-up a product?

In QuickBooks, go to your products and services list. Add a new non-inventory item and a refund account: