Connex Functionality FAQ

How does Connex sync refunds?

We support partial and full refunds.

What types of refunds do you support?

Connex for QuickBooks supports credit memos, voids, refund receipts, and credit card refunds. Partial and full refunds are supported.

Can I stop syncing refunds?

Yes, follow these steps:

  1. Log into Connex.
  2. Click manage.
  3. Expand orders > sync orders to QuickBooks > refunds.
  4. Uncheck all fields:

If you use QuickBooks Online, there are different checkboxes. Uncheck all of them.

What do the refund types mean?

Here is a diagram:

Type Notes
Credit memo Used to offset an invoice. Unpaid invoices will show a $0 balance. Paid invoices will show the customer is owed money. Never removes funds from your undeposited funds area. Must be paired with a credit card refund or refund receipt.
Refund receipt Removes funds from undeposited funds. Used to match payouts. Only used for QuickBooks Online.
Credit card refund Like a refund receipt, but only used for QuickBooks Desktop users. 
Void Used to remove a balance from an unpaid invoice, instead of deleting it.

 

How do you map products?

We map the website SKU to the QuickBooks item name. If you wish to never restock an item, you can change the SKU mapping for refunds.

Is there a demo?

This demonstration describes the types of refunds we support, shows example refunds, and how we map products: