Can I sync orders to QuickBooks Online and ask users to pay them?

Introduction

In QuickBooks, open an invoice. You will see two fields; one for ACH payments and one for credit card payments:

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If you click save and send, QuickBooks will send your customer an email with a payment link.

You can instruct Connex to check one of these fields for all orders or for certain orders. Connex will instruct QuickBooks to send the email.

How do I instruct Connex to always check one of these fields?

You can select both checkboxes or just one option. Here are the steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand advanced transaction.
  4. To select cards, select 'Set allow online credit card payments on QuickBooks invoices.'
  5. To select ACH, select 'Set allow ACH payments on QuickBooks invoices.'
  6. Click save.

How do I email the customer?

Here are the steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand customer.
  4. Expand advanced customer.
  5. Choose email customer a copy of the QuickBooks sale.
  6. Click save.

How do I add a rule to map these fields?

In this example, we will say if the order balance is greater than zero:

  1. Login to Connex.
  2. On the right, click rules.
  3. Click action > add new rule.
  4. For credit cards, add this rule.
  5. For ACH, add this rule.
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