Map Payment Methods

How do I map payment methods map to QB?

Many customers want to abbreviate payment methods or map them to something else. Amazon's payment method is other. In this example, we will map other to Amazon payment:

  1. At the my connections page, hover over the gear and click rules engine.
  2. Click add new rule.
  3. Enter these values: 

 

How do I map payment methods, based on the store name?

This articles gives you instructions on changing the QuickBooks payment method, based on the store name. This example will use ShipWorks.

Find Store Names

Go to ShipWorks and click manage > stores. Note the store name:

Rules

You must create a rule in Connex for QuickBooks that changes the payment method, based on the store name:

  1. At the my connections page, hover over the gear and click rules engine.
  2. Click add new rule.
  3. Enter these values: 

 

 

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