Our tool can sync open orders, on a scheduled and automatic basis, to QuickBooks Online and Desktop. Our tool can group orders by store and currency code.
Which app do I install?
Choose the correct software:
Once I go to the app, how do I perform the set-up?
- On the next page of the Linnworks app, click install. You will see a token field. Copy it.
- Open another browser tab and login to Connex.
- On the Connex dashboard, click add connection.
- Select Linnworks.
- From the last step of the Linnworks install, copy the token into the token field.
Processed and Open Orders
Out of the box, Our tool pulls processed orders into QuickBooks. To pull open orders instead, follow these steps:
- On the configure page, choose the 'Sync manually to QuickBooks' Tab.
- Leave the order status field empty.
- Click save and sync.
How do I group orders by the store name and currency code?
If you sell on multiple channels and currencies, you should group orders by the store and currency. Here is an example set-up:
- Order 1
- Order 2
On the configure page, select store name and currency as the customer matching mode. Our tool will detect the currency code and add the orders to the store name plus the currency code.
Do you sync purchases from Linnworks to QuickBooks?
Yes, our tool will sync purchase orders as POs with bills. On the configure page, scroll down to purchase settings to enable the feature. Here are some sample transactions:
How do I map the sub source as the store name?
Here are the steps:
- On the configure page, expand the customer tab.
- Choose store name.
- Go to the rules engine by clicking the rules engine link at the top right in our settings.
- As the action, choose map store name to QuickBooks.
- As the field to compare, choose order source WH.
- As the comparison, choose map all.
Does the integration sync refunds?
Your customer must request a refund, send you the goods, and you must action the refund. Refund booking only will sync no refund. For more info, read this guide.
Can I update stock levels from my Accounting solution to Linnworks?
For Connex users, expand sync inventory from QuickBooks. Check update inventory. Choose sync inventory and orders.
To update stock in a certain Linnworks location, follow these steps:
- Login to our software.
- Click rules engine on the left.
- Click add.
- Choose map fields conditionally.
- This rule will update stock levels at a location called Enchantress: