Getting Started with the Connex Match Deposit Tool

How to automatically match payouts and sales in QuickBooks

Is there a demo?

Here is a demo:

What systems are compatible?

Amazon and Shopify are compatible.

Is this feature available on all plans?

You must have the platinum plan.

How does it work?

Connex will download a payout,  locate the matching sales in undeposited funds and Connex will add the fees. Here is the end result:

Here is the details page:

How do I set-up the deposit match?

Here are the steps:

  1. Login to Connex.
  2. Click settings > order setting > match deposit.
  3. Enter the settings:
    1. Date range of payout is dates when payouts were deposited into QuickBooks.
    2. Deposit account is a checking account. This is where sales from undeposited funds are grouped and sent to QuickBooks.
    3. Fee account is the expense account for merchant fees.

How do I deactivate the tool?

On the deposit match settings page, click the deactivate button.