- General Troubleshooting Guide
- QuickBooks Online Error Messages
-
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
-
Connex Ecommerce Analytics
-
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
- Company File
-
Connex for QuickBooks Integrations Guide
-
Rules Engine Guide
The transaction needs to be in the same currency as the A/R and A/P accounts you use.
You must place USD orders under a USD customer and use a USD A/R account
Add A/R account rule
If you sync sales receipts, this rule is unnecessary. To change the A/R based on the currency code field, follow these steps:
- Click rules > my rules on the left.
- Click add new rule.
- Select map field, based on a condition.
- As the action, enter map order A/R account.
- Under what conditions, enter these values: order currency code, equals, CAD.
- Under what should the value be, enter Accounts Receivable (A/R) - CAD.
- Report steps 2 - 6 for each rule.