Where do I find them?
They are located on our configure page. Expand orders > sync orders to QuickBooks > summary sale.
What function do these settings perform?
Here is a list:
|Group Summary Transactions||You can group the summary by order date month, fulfillment or selling channel, or payment method.||You could have one summary sales receipt for August and another for September. If you use ShipStation and you have multiple selling channels, you could have one summary per channel.|
|Merge Refunds with Summary||Takes all refunds and adds them as line items with negative quantities on the summary.||Makes matching deposits easier, since one transaction matches the amount from your bank.|
|Show date range for summary order sync, instead of deposit date||Used, if a user wants to summarize more than a day at a time. Not used with Amazon.||You want to summarize sales from the first to the fifth of the month. When inactive, you can only sync a day at a time.|