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Rules Engine Guide

Rules Engine Guide

Learn advanced customization techniques, support by the Sync with Connex Rules Engine.

Rules Engine Overview

Can I see a list of rules that run on a particular sale?

Can I alter the order that rules run?

Rules Engine 4.0 Overview

What are the limitations of the rules engine?

What is the rules engine?

How do the rules map to QuickBooks Desktop?

What fields are available to compare?

Can I use an AND statement?

Can I run certain rules on certain connections?

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Common Rules

How do I exclude orders from syncing from QuickBooks to ShipStation, using the rules engine?

How do I map the QuickBooks Online department or location field?

How Do I Remove Tax from an Order?

How do I mark invoices as unpaid?

Can I add an order prefix to the order number?

How can I use a single code for shipping and discounts?

How do I map the selling channel?

How do I map Shopify tags, using the rules engine?

How do I exclude orders from syncing, if they have a specific SKU

How do I exclude orders from syncing toQuickBooks, using the rules engine?

Can I sync some orders as sales receipts and others as invoices?

Can I add a rule to map customers differently?

How do I map a deposit account, based on a payment method?

How Do I Charge Sales Tax on Shipping?

Can I map the item sales tax and tax code for new customers?

How do I map the tax codes on line items, discounts, and customers?

Can I add a shipping surcharge?

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Rules Engine Mapping Customer Data

Can I map a custom field to the QuickBooks customer name field?

How do I map the email and phone from custom fields?

Rules Engine Mapping Order Data

Can Connex map classes, using rules?

Can I map custom fields to QuickBooks Desktop line items?

How do I map custom fields to QuickBooks Online?

Can I code refunds differently than sales?

Can I override the shipping amount?

How do I map custom fields to QuickBooks Desktop?

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Rules Engine Mapping Products

My products have no SKU. How do I match, using item name?

How do I resolve an issue uploading a CSV or Excel file?

How do I remove part of a SKU?

How do I map product SKUs using a CSV spreadsheet?

Map Product SKU using the Rules Engine

Can I exclude products from syncing inventory?

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