Can I code refunds differently than sales?

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Introduction

You can use our rules engine to change a SKU, based on the status of an order. This will prevent inventory returning to your Accounting solution. We recommend mapping to a non inventory part.

How should I prepare?

Create a non inventory item in your Accounting solution. Apply the appropriate income accounts. 

How do I add the rule?

Your website SKU should match your QB item name. In this example, we will match all SKUs to the QB item name ABC. Here are the steps:

  1. Login to our software.
  2. Hover over the gear box and click rules engine.
  3. Click add new rule.
  4. Add a rule like this one:
  5. Click advanced rules engine.
  6. Click edit map to.
  7. Select order, instead of order detail.
  8. Click submit.

How do I set-up a product?

In QB, go to your products and services list. Add a new non-inventory item and a refund account:

How do I map discounts and shipping to a refund account?

You must use separate line items for shipping and discounts. If you're using the QBO shipping and discount fields, you must turn them off:

  1. Login to Cloud Cart.
  2. Click configure.
  3. Click the advanced tab.
  4. Uncheck use QBO shipping and use QBO discount.
  5. Click submit.

Next, add the rules:

  1. Login to Cloud Cart.
  2. Hover over the gear and click rules engine.
  3. Add this rule to map shipping.
  4. Add this rule to map discounts.

Once you add the rules, log into QB. Create new products for shipping and discounts. Like the refunds product we created, change the income account to refunds-allowances.

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