How do I sync returns to QuickBooks?
Here are the steps:
- On the Connex All Settings page, expand the Refund menu.
- Check the box 'Sync refunds as sales returns to QuickBooks'.
- Click sync now.
If I have no matching order to return, will Connex sync the refund?
There must be a sales receipt in QuickBooks, so Connex can match the refund. Our software must insert the sales receipt first, then the refund.
To add the original order first, then sync the refund be sure to check the box in the Refund menu called:
'Create original order in QuickBooks, if the order was cancelled and the original is missing'
Can I see a sample refund?
Yes, click here to see a refunded transaction. It enters QuickBooks as a return.
Can I do partial refunds?
Yes, please see this example.