Deposit match tool fails to run automatically

Reasons why deposit matching fails run

Problem

The Connex deposit match tool fails to make a deposit in QuickBooks.

Description

You see error messages says: 

Connex cannot find a sales receipt or payment with the order number or memo

Solutions

Deposit match sync fails to run for QuickBooks Online

If you use QuickBooks Online, ensure the sync is running:

1. Log into Connex.
2. Click scheduled tasks on the left.
3. Ensure a task called reconcile exists and there is a checkbox on the left. In this example, no task exists: 
   
4. If the reconcile task is missing, click orders > deposit match on the left navigation.
5. Go through the wizard.
6. Choose a two day date range.
7. Choose a deposit account and fee account:
8. Click submit. Wait a few minutes.
9. Go back to the dashboard.
10. Look at the error and message log.

Deposit match sync fails to run for QuickBooks Desktop

If you selected no fee or deposit account, then the sync will fail. Ensure that you are running your web connector. Ensure the date range is before today.

1. Log into Connex.
2. Click orders > deposit match.
3. Go through the wizard.
4. Choose a two day date range.
5. Choose a deposit account and fee account.
6. Click submit. 
7. Run the web connector
8. Check the dashboard error and info message logs for results.