Payment Method

How do I map payment methods map to QuickBooks?

Out of the box, Connex will use the payment method from your store and match the payment method in QuickBooks.

You can see what payment methods your store is sending Connex in the order previewer. In Connex, click on 'Order Previewer'

Amazon_Payment_Method_Other.jpg

Many customers want to abbreviate payment methods or map them to something else. In today's example, we will see that Amazon's payment method is 'other' and we want to map 'other' to 'AMZ':

  1. In Connex, in the upper right, click 'rules engine'.
  2. Click add new rule.
  3. Enter these values: Amazon_Payment_Method_AMZ.jpg

 See the results:

Amazon_Payment_Method_Other_AMZ_1.jpg

 

How do I map payment methods, based on the store name?

You can change the QuickBooks payment method, based on the store name. This example will use ShipStation

Find Store Names

Go to ShipStation and open your store list > stores. Note the store name:

ShipStation_Stores.jpg

Rules

You must create a rule in Connex for QuickBooks that changes the payment method, based on the store name:

  1. At the my connections page, hover over the gear and click rules engine.
  2. Click add new rule.
  3. Enter these values: 

 

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