Can I code refunds differently than sales?

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 Xero product code 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:

How do I set-up a product?

In Xero, go to settings and click chart of accounts. Add a new refunds account:

 

In Xero, go to accounts and click sales. Add a new item and assign refunds given as the income account:
 
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