Order details for Selz to QuickBooks Online

Create QuickBooks Online Invoices

  • Choose which orders to retrieve from Selz depending on order status: Incomplete, Failed, Pending, Processed, Completed, Disputed
  • Choose to create Sales as a Sale Invoice or as a Sales Receipt
  • Order Number Prefix Organize Orders with a number prefix
  • Use Shipping Items Choose a default product the will show shopping costs
  • Set tax type of the sale to be tax inclusive, tax exclusive or as the original
  • Choose a Class to send the Order to
  • Select the location to send the Orders
  • Choose to assign the Sale to the Original Customer, the Customers Organization or to the General Online Sale Customer
  • Automatic Invoice Numbers Choose to have Invoice numbers automatically generated
  • Organize all unassigned discount line items to the default Discount Product chosen here.
  • Set a default product to assign rounding discrepancies as a line item 
  • Set a DueDate Offset for the Invoices, if a Due Date is not selected, it will automatically be created depending on the transaction date
  • Choose to allow credit card payments

 

Map Tax Codes

  • Map Sales Tax Codes to be sent from Selz to QuickBooks Online

 

Match Existing QuickBooks Online Items

  • Match your existing Items by Name or SKU

 

Create new Items 

  • Assign a default Income account for the new Items created
  • Assign a default Expense account for new Items created
  • Organize new Items as ‘Inventoried’ or ‘Non-Inventoried Items’

 

Send Payments from Selz to QuickBooks Online

  • Select a default account to deposit all Payments
  • Choose to handle overpayments or not
  • Map the Payment Methods from Selz to QuickBooks Online by selecting a default Payment Account

 

Send Fees from Selz to QuickBooks Online

  • Select an account in QuickBooks Online to organize Deposit Fee Payments
  • Select an account in QuickBooks Online to organize Deposit Fees into
  • Map the Fees from Selz to QuickBooks Online by selecting a default Fees Account.
  • Select an account in QuickBooks Online to organize Selz Payment Processing Fees

 

Retrieve Refunded Orders from Selz

  • Retrieve refunds with the following status: Pending, Refunded, Rejected
  • Choose a fallback account from which the payment is refunded
  • Assign a Refund number prefix
  • Assign a default product to be used for all partial amount refunds