Rules Engine Mapping Customer Data
Rules Engine Overview
- How do the rules map to QuickBooks Desktop?
- Can I add a rule to map customers differently?
- Can I use an AND statement?
- What fields are available to compare?
- What is the function of rule actions?
- What is the function of the rule comparisons?
Rules Engine Mapping Order Data
- Can I add a shipping surcharge?
- Can I code refunds differently than sales?
- Can I multiply the quantity that Connex sends to or from QuickBooks?
- Can I override the shipping amount?
- Can I sync some orders as sales receipts and others as invoices?
- How can I use a single code for shipping and discounts?
Rules Engine Mapping Deposits & Payments
Rules Engine Mapping Products
- Can I preview a list of products, before they sync from QuickBooks?
- Can I remove part of a SKU?
- Map Product SKU using the Rules Engine
- Can I exclude products from syncing inventory?
- Can I split a SKU?
- How do I map product SKUs using a Connex for QuickBooks CSV spreadsheet?