How do I map deposit accounts, based on currency code?

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Introduction

You can change the deposit account, based on the currency code of an order.

Does my ordering solution send currency info?

Many order management solutions send a currency code with the order. Here is a list:

  1. Bigcommerce
  2. Bluepark
  3. Magento
  4. nopCommerce
  5. Shopify
  6. Stripe
  7. WooCommerce

Can I have a list of currency codes?

We use the three letter currency code abbreviation. Here are the most common:

  1. USD
  2. AUD
  3. GBP
  4. CAD

How do I map the codes?

Here are the steps:

  1. On Cloud Cart, hover over the gear and click rules engine.
  2. Click add new rule.
  3. If you're syncing invoices and payments to QuickBooks, select map payment deposit account as the action. Otherwise, enter map sales receipt deposit account. Enter a rule like this one:

 

In QuickBooks, there is a field called account number and a field called account name. Only enter the account name in the map to field. Do not enter 12000 - Undeposited Funds. Enter Undeposited Funds.

 

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