Use Default Class: Tags everything from this store with 1 class you choose. In Xero this is "Use Default Tracking Category", which shows only if you have tracking categories set up in Xero.

Create items as subclasses in QuickBooks: New products get their own class under their category class. Products you already have don't change. QuickBooks only.

Allow Class Tracking in QuickBooks Online: Sends classes even if classes are off in QuickBooks.

Override Location Tracking: Tags each settlement with its own location, so you can filter QuickBooks reports by settlement. QuickBooks Online only.

Export as Journal Entries: Sends your numbers as journal entries instead of invoices. QuickBooks only.

Do Not Use Group ID as Journal Ref: Shows when the setting above is on. Leaves the journal's reference number blank instead of using the ConnectBooks ID.

Use Inventory Adjustments Transaction Type in QuickBooks: For things that aren't sales or refunds, like Amazon reimbursements, the product count changes through an inventory adjustment instead of a sale. Shows when the store tracks inventory.

Don't Import Cogs to QuickBooks: Doesn't send product costs (COGS) to QuickBooks. Shows when the store doesn't track inventory.

Don't Import Prep Cost to QuickBooks: Leaves prep cost out of the cost sent to QuickBooks. Use it if you already record prep costs on their own, so they aren't counted twice. Shows only when the store doesn't track inventory and "Don't Import Cogs to QuickBooks" is off.

Allow Export with Negative Inventory: Lets settlements go out even when a product shows below zero in ConnectStock. Fix the stock soon so your costs stay right. Shows only on plans with ConnectStock.

Use Platform Specific Fee Items: Keeps Amazon fees, Walmart fees and so on separate.

Import advertising by item class in QuickBooks and wash it out: Shows ad cost per product, then adds a matching entry so your profit isn't counted twice. Shows for every store but only works for Amazon. Needs classes on and Net Wash off. The settlement waits for ad data before it goes out.

Combine Chargeback Fees: Sends all chargeback fees as 1 line. Shows if your plan doesn't include inventory, if Track Inventory is set to No, or if you use Xero.

Split adjustments into positive and negative entries: Sends ups and downs as separate lines. Shows if your plan doesn't include inventory, if Track Inventory is set to No, or if you use Xero.

Import collected and remitted tax amounts: Shows the tax the marketplace collected and the tax it paid as 2 lines, instead of 1 line that's usually zero.

Enable Net Wash: Sends sales after fees, plus a line for the difference, so totals still match Amazon's 1099. Only works when Calculate Profit is set to Net. Not available on Gold or Lite plans. Not for Shopify.

Require Custom Advanced Mapping: Stops the export until every fee has its own account picked.

Set Separate Account Mapping per Fulfillment Channel: Lets FBA and FBM fees go to different accounts. Amazon, Walmart and TikTok only.

Export QuickBooks by Ship Date: Dates entries by the day the order shipped, not the day it posted.

Allow editing QuickBooks Docs date before export and mark settlements as exported: Lets you change a settlement's date, or mark it as sent without sending it.

Allow Multi-Select Delete & Re-Export to QuickBooks: Lets you pick several settlements on the Accounting Export page and delete or resend them together.

Enable Invoice and Credit File Download: Lets you download a settlement's invoices and credit memos as files. Split Invoice Download By Month splits that file by month. Hidden when Export as Journal Entries is on.

Auto Fill Exchange Rate: Fills in the exchange rate for you. QuickBooks only. Shows when the store sells in a different currency.

Don't Convert ReserveFunds: Doesn't apply the exchange rate to the reserve Amazon holds back. Shows only when "Export with home currency" is on and the store's currency is different.

Create extra SKU Field in QuickBooks: Adds a SKU field to invoices. Needs Create Custom Fields turned on too.

Create Custom Fields in QuickBooks Desktop for Group ID etc.: Adds fields with the ConnectBooks ID, so support can trace an entry.

Export Gateway Summary: For sales paid through other payment providers, like PayPal. Off: sent as daily invoices. On: sent as 1 summary, with the money going to the bank account you picked for that provider.