Syncing Based On Rules

Rule based Syncing allows you to set different rules for creating transactions into your Accounting system.

Here we are taking an example of QBO.

Note: Rule based Syncing would not work if you have configured Consolidation. You must choose to configure either of the one. This feature is only available for "Advanced" plan users.

You can choose to create either a Sales receipt or an Invoice based on following rules:

  • Order Status
  • Payment Method
  • Sales Channel

To configure the settings: you must do following:

  • Login to Unify
  • Go to Settings and under Sync Sales section click on Accounting settings.
  • Choose Different Transaction Types under Create for all orders: option
  • In the following option(Based On:) select Order status, Payment Method or Slaes Channel to create a rule.
  • Finish configuring respective settings for each rule and click on Done to save the settings

 

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