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QB Updates
What's New in This Release
Discount Account Configuration (CNX-949) [NEW]
- Facilities can now select a specific QuickBooks account for discount postings
- Navigate to Integrations > QuickBooks Online > Settingsto configure
- If no account is selected, discounts automatically post to "Discounts Given" (QBO default discounts account)
Credit Memo Sync (Canix → QuickBooks) [NEW]
- Return-based credit memos- create credit memos from packages marked as returned in Canix
- Automatic linking- credit memos link to the original QuickBooks invoice
- Partial returns- return any quantity; only the returned amount is credited
- Multiple returns- all returned items on an order combine into one credit memo
- Additional returns- if more items are returned later, create another credit memo (only new returns are included)
- Return reasons- flow through to QuickBooks line item descriptions
- Duplicate prevention- the same returned package cannot be credited twice
Payment Sync (Bidirectional)
- Pull payment statusfrom QuickBooks to update Canix sales orders [NEW]
- Real-time updatesvia QuickBooks webhooks when payments are recorded [NEW]
- Status tracking- see Paid, Partial, Unpaid, or Overpaid status on sales orders [NEW]
- Split payment support- a single QuickBooks payment can apply to multiple invoices [NEW]
- Payment deletion sync- if a payment is deleted in QuickBooks, it's removed from Canix [NEW]
Settings & Configuration
- Custom discount account- select which QuickBooks account receives discount postings [NEW]
- Facility-level authentication- connect different QuickBooks companies to different facilities [NEW]