Connex Match Deposit Tool

How does the match deposit tool work?

This guide describes install and how to troubleshoot the tool.

How do I enable the feature?

Here are the steps:

  1. Login to Connex.
  2. On the left, click orders.
  3. Click match deposits:
  4. Choose your website.
  5. Complete the form.
IMPORTANT:
The Connex match deposit tool requires a pro subscription or higher.

In the match deposits form, what is the function of each field?

When deposits are matched, there is a line item at the end for fees and the amount is negative. Here is how the fee deposit account and received from fees map:

How does Connex match the orders?

Although the examples use QuickBooks Desktop, the logic for QuickBooks Online is identical. Our tool usually matches the order number from your selling channel to the QuickBooks order number field. If you use the next number in QuickBooks, we map the transaction date and order number with the QuickBooks memo field. Here is an example of the fields:

If you sync invoices and payments, our tool checks the QuickBooks payment memo field:

Can I see a preview of what Connex will match?

Sure can. From the Match Deposit set-up page, click the preview button:

What does the deposit look like?

Here is an example from QuickBooks Online, using payment gateway Stripe: