Connex for QuickBooks User Guide
Connex Inventory Planner
Frequently Asked Questions
General Troubleshooting Guide
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Match Deposit Tool Troubleshooting
- Product Matching Troubleshooting
- Customer Matching Troubleshooting
- Rules Engine
- Orders from QuickBooks
- Payments Troubleshooting
- Missing Orders Troubleshooting
- Update Shipping Details Troubleshooting
Connex for QuickBooks Integrations Guide
Rules Engine Guide
How does Connex Desktop refunds affect QuickBooks reports
An A/R and an income account are affected
How are income accounts affected?
Refunds in QuickBooks offset an A/R account. A refund will debit the income account and a sale will credit it.
In this example, an invoice has a product called 1-HO02-Y. The product has an income account called Uncategorized Income. The invoice is created, then the credit memo cancels the invoice:
Can I place refunds into a separate income account?
Create a product in QuickBooks with the desired income account. Use our rules engine to change the SKU for refunds. For more info, read this guide. The guide works with QuickBooks Online and Desktop.
How is A/R affected?
In this example, a invoice and payment are created. Connex created a credit memo and a credit card refund:
Can I use a different A/R accounts for refunds?
You must use the same A/R account for refund and credit memos. Otherwise, the invoice will appear open.