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. On the my connections page, select a connection under manage connections.
2. Click the green manage button.
3. In the left nav, select 'Order Previewer'.

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:

• Form
• Orders
• Payments