How do I change the deposit account on an order?

Introduction

By default, customers can deposit all payments or sales receipts into undeposited funds. You can deposit some orders into a credit card asset account and PayPal orders into a PayPal account.

Default Account

You should create a catch-all account and we recommend undeposited funds. Here are the steps:

  1. On the configure page, scroll down to account settings.
  2. In the last drop down, choose an account.

Create Deposit Accounts

If you have not already, you need to create asset accounts to deposit the orders. Here are the steps:

  1. In QuickBooks, go to the gear box > chart of accounts.
  2. Next to an existing account, click edit or click new to make a new one.
  3. Change the account type and sub type to other current assets: 

How do I change the deposit account dynamically?

In this example, we will map PayPal sales to an asset account called PayPal:

  1. Login to Connex.
  2. On the left, click rules.
  3. Click my rules.
  4. Click add.
  5. As the template, choose map deposit account.
  6. Click conditions.
  7. Choose payment method, contains and enter PayPal: mceclip0.png
  8. On the next step, enter the deposit account. Connex will try to find a similar name in QuickBooks: mceclip1.png
  9. Finish the wizard.

 

 

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