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Connex for QuickBooks User Guide
- Getting Started with Connex for QuickBooks
- Remote Desktop (RDP)
- Customers Matching
- Inventory Site
- Inventory Sync
- Multicurrency
- Orders
- Price Levels
- Products
- Refunds
- Sales Tax
- Sales Orders
- Unit of Measure
- Web Connector
- Getting Started with Rules
- Rules Engine Common Rules
- FAQ
- Deposit Match
- Cost of Goods Sold
- Troubleshooting
- Custom Store
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Connex Ecommerce Analytics
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Frequently Asked Questions
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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
- Company File
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Connex for QuickBooks Integrations Guide
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Rules Engine Guide
How does Connex map the general ledger?
QuickBooks controls the general ledger
In this example, we will use a discount code on a Shopify sale. We will create a discount code in QuickBooks.
Create discount code in QuickBooks
Here are the steps:
- In QuickBooks, go to lists > item list.
- Create a new discount item.
- Assign sale discounts as the account:
Create discount code in Shopify
Here are the steps:
- In Shopify, click discounts.
- Click amount off order.
- In the code field, enter sample-code.
- Ask a customer to use sample-code on a Shopify sale:
After syncing the order to QuickBooks, here is a profit and loss: