Mobius Connect Sales Configuration

Sales

The Sales tab stores AR related options for transactions transferred into QuickBooks Online.

  • Display UOM: If enabled, unit of measure will be appended to transaction detail description field for products and services. 

  • Invoice Export Detail: Export Detail to default to on create invoice batch screen. This option can be overridden on the batching interface.

  • Service Item Source: Specifies how service items (invoice lines with no ItemID) will be created in QuickBooks Online. Mobius Connect requires creating “Service” items in QuickBooks Online to successfully map GL Accounts for invoice lines that have no Manage products. This option tells the integration how you would like those products created. Please note that Work Role and/or Work Type require batching with the Detailed Export Option.  See this article for more information on Service Item Source.

  • Allow EPayments: Allows applying EPayment options of IPN Payments, Online Payments, Credit Card Payments of ACH Payments. Requires Merchant details or QuickBook Payments account be established in QuickBooks Online Payments Settings. Also called QuickBook Payments. This must be checked to allow any of the four payment options.

  • Allow IPN Payments (Intuit Payment Network): (DO NOT USE) If EPayments is enabled, this option will mark invoices to allow IPN Payments.  IPN is short for Intuit Payment Network and is a payment and money transfer service.  The service is similar to Paypal and allows for bank-to-bank money transfers and payments as well as credit card payments.  (This option is backwards compatible for a service that Intuit no longer supports and will not be removed from future versions of Mobius Connect)

  • Allow Online Payments: (DO NOT USE) If EPayments is enabled, this option will mark invoices to allow QuickBooks Online Payments which would be bank transfers or credit cards.  QuickBooks Online Payments is a QBO payment platform where everything is managed from the app.  With this plan, you can send invoices, setup recurring payments and even accept swiped transactions with sales receipts wherever you are. On a computer, you can use a USB-connected swiper or a GoPayment reader to accept payments. (This option is backwards compatible for a service that Intuit no longer supports and will be removed from future versions of Mobius Connect)

  • Allow Credit Card Payments: If EPayments is enabled, this option will mark invoices to allow Credit Card Payments.

  • Allow ACH Payments: If EPayments is enabled, this option will mark invoices to allow ACH Payments and will click the "Free Bank Transfer Online Payment" checkbox on the invoice. 


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