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:
- Log in to Connex.
- Hover over the gear icon/Settings drop-down menu and select Rules Engine.
- Click the Action drop-down menu and select Add New Rule.
- To map all the shipping methods, select map shipping method to QuickBooks
- Fill in the fields as shown in the screenshot below. The "Map To" field will contain your QuickBooks Item Name for your shipping account.
- Click Submit Form.
After I map the method, what is the before and after?
To Map All Discount codes to a Single Discount Account:
- Log in to Connex.
- Hover over the gear icon/Settings drop-down menu and select Rules Engine.
- Click the Action drop-down menu and select Add New Rule.
- To map all the discounts, select map discount code to QuickBooks.
- Fill in the fields as shown in the screenshot below. The "Map To" field will contain your QuickBooks Item Name for your discount account.
- Click Submit Form.
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