What transaction modes do you support and what is the difference between them?
Here are the modes:
- Invoices Only: Payments for invoices will NOT sync to QuickBooks, an open invoice will sync.
- Invoices with Payments: Orders are paid, if communicated by your ordering system. If the order is paid by PO, you will get an unpaid invoice. Unpaid invoices will sync to QuickBooks. Payments made at a later date from your ordering system will mark the open invoice in QuickBooks as 'paid'.
- Sales Orders (only available in QuickBooks Desktop Premier and Enterprise versions): Sales orders track the order before it is ready for delivery/billing to the customer. Pick lists, packing slips, shipping labels and invoices can be created using the Sales Order in QuickBooks. Sales Orders are non-posting and not included in income. Sales Orders also not decrement inventory levels.
- Sales Receipts: These are fully paid orders. It's the equivalent of buying groceries from a grocery store and receiving a receipt.
- Estimate: An estimate is a quote you provide a customer for products/services. Estimates are non-posting and not included in income.
- Credit Memo/Refund Receipt: Connex can sync refunds as credit memos or refund receipts. For more detailed information about how Connex handles refunds, please take a look at our help article: How Does Connex Handle Refunds?
Can I sync a sales receipt and an invoice for paid an unpaid orders?
Yes, Connex for QuickBooks allows users to map the transaction mode for certain orders using our rules engine. For instructions, read this guide.
Can I sync a sales order and invoice at the same time?
Yes, select sales orders and invoices from the transaction type drop down. Both the sales order and invoice will have the same number. If you check use QuickBooks numbering, Connex will use the next number from QuickBooks instead of the order number.
Can I close a sales order using an invoice?
If you select sales orders, invoices, and payments, Connex will create a invoice that closes the associated sales order. By default, the invoice is created at the time of sale. In this example, we will use Shopify. The user wishes to import sales when they arrive and again when they ship. Connex will locate the duplicate sales order and skip adding it. To delay creating the invoice until the order reaches a certain status, follow these steps:
- Go to the Connex rules engine.
- To wait for invoices to reach fulfilled status, create this rule.
- Go to the Connex my connections page.
- Click configure.
- Expand the first section.
- In the order status field, enter fulfilled and paid.
Can I sync a sales order, invoice, and a PO at the same time?
Many ordering solutions only send orders. If your products have a default vendor and purchase cost, Connex can use those values to create a PO for each order. If the order has more than one product and each product has a separate vendor, Connex will create two separate purchase orders.
If your ordering solution is on this list, then do not select this option:
- SKU Vault
These solutions create purchase orders and our tool can sync directly from them.
Here are the steps to set it up:
- As the Connex Dashboard, click the 'manage' button next to your Selling Channel.
- Expand the Orders Menu -> Sync Order to QuickBooks Menu -> Transaction menu.
- Change the Transaction drop down and choose your transaction type.
- Click Sync Now.
Ensure that your items have a default vendor and a purchase cost.