Connex for QuickBooks Desktop User Guide
Connex for QuickBooks Online User Guide
Frequently Asked Questions
Integrations Help Guide
Rules Engine Guide
General Troubleshooting Guide
QuickBooks Point of Sale (POS) - ARCHIVED
Integration Guides (No Longer Supported)
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:
- Login to our software.
- On the left, click rules engine.
- Click my rules.
- Click add new rule.
- As the type of rule, choose map product.
- As the action, choose map SKU.
- In the comparisons, choose order status, contains, and refund.
- In the map to, enter a value for the SKU.
- 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: