How can I use a single code for shipping and discounts?

Introduction

You can map all the shipping names and all the discounts codes to a single shipping and discount name in QuickBooks. 

How do I set-up the rules?

Connex has a rules engine where you configure the shipping or discount code to map. Here are the steps:

To Map All Shipping Methods:

  1. Log in to Connex.
  2. Hover over the gear icon/Settings drop-down menu and select Rules Engine.
  3. Click the Action drop-down menu and select Add New Rule.
  4. To map all the shipping methods, select map shipping method to QuickBooks
  5. Fill in the fields as shown in the screenshot below.  The "Map To" field will contain your QuickBooks Item Name for your shipping account.
  6. Click Submit Form.

After I map the method, what is the before and after?

UPS_before.png

shipping.png

 

To Map All Discount codes to a Single Discount Account:

  1. Log in to Connex.
  2. Hover over the gear icon/Settings drop-down menu and select Rules Engine.
  3. Click the Action drop-down menu and select Add New Rule.
  4. To map all the discounts, select map discount code to QuickBooks.
  5. Fill in the fields as shown in the screenshot below.  The "Map To" field will contain your QuickBooks Item Name for your discount account.
  6. Click Submit Form.

Map_All_Discounts.JPG

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