Connex Functionality FAQ

How do I change the deposit account on an order?

By default, customers can deposit all payments or sales receipts into undeposited funds. You can deposit some orders into a credit card asset account and PayPal orders into a PayPal account.

Default Order Deposit Account

You should create a catch-all account for all payments or sales receipts. We recommend using Undeposited Funds. To adjust the default account, here are the steps:

  1. Login to Connex, click Manage next to your Selling Channel. 
  2. Expand Orders > Sync Orders to QuickBooks > New Order and Product Accounts
  3. In the Order Deposit account field, choose an option
  4. Save Settings 

Create Deposit Accounts

If you have not already, you need to create asset accounts to deposit the orders. Here are the steps:

  1. In QuickBooks, go to the gear box > chart of accounts.
  2. Next to an existing account, click edit or click new to make a new one.
  3. Change the account type and sub type to other current assets: 

How do I change the deposit account dynamically?

In this example, we will map PayPal sales to an asset account called PayPal:

  1. Login to Connex.
  2. On the left, click rules.
  3. Click my rules.
  4. Click Add New.
  5. Choose Map field, based on condition and Advance.
  6. For the action, choose Map Deposit Account.
  7. Click Add under Conditions.
  8. Choose payment method, contains and enter PayPal: 
  9. On the last step, enter the deposit account to map to. Connex will try to find a similar name in QuickBooks:
     
  10. Finish the wizard.

 

 

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