Can I preview a list of orders before they reach QB?


There are many reasons why you should preview a list of orders prior to syncing. They include applying rules, like mapping SKUs, and viewing which orders will sync based on a query. It is cumbersome to delete or fix orders, so the order previewer can save time.

How can I preview a list of orders?

Here are the steps:

  1. Log into your Connex account and click Configure under an existing connection.
  2. Hover over the gear/Settings drop down menu and click reports.
  3. Select Order Previewer.
  4. Enter a date range or a comma separated list of numbers.

What data will I see?

You will see this info:

  • Billing and shipping address
  • Line items, which SKU, quantity, unit price and taxability.
  • Total discount, total tax and the order total.
  • Order number, date, and order status.
  • Payments, which include total payment and reference number.

Here are some screenshots:



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