Does Connex integrate with Intuit Merchant Services?

Introduction

If you use Intuit Merchant Services for payments, QuickBooks can automatically match sales and deposits.

Intuit Merchant Service Set-Up

1. In your company file, go to the customers menu.
2. Click add payment processing.
3. Login to Connex.
4. Click configure.
5. On the configure page, expand advanced transaction.
6. Check enable merchant services integration.
7. Click sync now.

Rules Engine Set-Up

By default, Connex maps the order number to the reference number field. You must tell Connex to map the payment transaction ID:

1. Go to our rules engine.
2. Next to the order and payment reference number rules, click map from.
3. Click delete.

Connex will add the reference number to the QuickBooks merchant services field. Here is an example.