Finance settings

Setting

Description

Default Bank Account for Credit Card Payments

Select the chart of accounts in which you want your credit card transactions recorded in QuickBooks Online. When you’re creating a chart of account, under Account Type, you must select Bank and under Detail Type, you must select Chequing or Savings.

Note: A chart of accounts must be created before connecting your QuickBooks Online account to Wellnessliving. It’s not possible to link or change the chart of accounts for credit card payments after connecting to WellnessLiving.

Send Notification of Auty-mation Failure

Set this option to ON to receive an email notification whenever the data from your All Sales Report fails to sync with your QuickBooks Online account via Auty-mation.

Send Notification of Auty-mation Success

Set this option to ON to receive an email notification whenever the data from your All Sales Report successfully syncs with your QuickBooks Online account via Auty-mation.

Notification Recipients

Enter the email address to which the email notifications will be sent when an Auty-mation fails or succeeds. Separate more than one email address with a comma.