In QuickBooks, you can close your Accounting period to prevent new orders from reaching QuickBooks. This prevents the profit and loss report from changing, so your company can properly report income to the IRS.
Is there a setting on Connex adjust?
By default, Connex assigns the inventory start date to January 1st of the current year. If the inventory start date is greater than the order date, then Connex assigns an inventory start date of January 1st. The other possibility is Connex is syncing a refund and using the order date, instead of the refund date. Please contact us, if you believe this is the case.
How do I unlock the Accounting period?
You have closed your account period in QuickBooks, so we cannot export transactions. Closing the accounting period prevents orders from entering QuickBooks. To unlock it, follow these steps:
- In QuickBooks, go to the gear box > company settings.
- Click advanced.
- Turn the Accounting period off:
- In Connex, resync missing sales.