Can I preview a list of orders before they reach QuickBooks?

Introduction

There are many reasons why you should preview a list of orders prior to syncing. They include applying rules, like mapping SKUs, and viewing which orders will sync based on a query. It is cumbersome to delete or fix orders, so the order previewer can save time.

How can I preview a list of orders?

Here are the steps:

  1. Login to Connex.
  2. On the left, click order previewer.
  3. Enter a connection name.
  4. Enter a date range or order numbers to preview.

What data will I see?

You will see this info:

  • Billing and shipping address
  • Line items, which SKU, quantity, unit price and taxability.
  • Total discount, total tax and the order total.
  • Order number, date, and order status.
  • Payments, which include total payment and reference number.

Here are some screenshots:

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