A settlement is a payout from the marketplace. ConnectBooks turns each one into entries in QuickBooks Online.
Export a settlement
Go to Accounting Export and pick a store.
Find the settlement and click the green Export button in the Settlement column.
The status changes to "Syncing...". When it's done, it changes to "Exported".
Some stores also have a COGS column. That's the product cost part of the settlement, and it exports on its own.
Want this to happen by itself? See "Auto-Sync for QuickBooks Online".
If you see a warning
Sometimes something needs fixing first. You'll see a warning, like "Missing cost", or "2 issues". Click it, then click Fix next to each issue.
Common ones:
Unmapped products: some products aren't matched to an item yet (a QuickBooks item, or a ConnectBooks item if you use ConnectStock). See How to map marketplace SKUs to QuickBooks items.
Missing cost: some products don't have a cost yet.
Unmapped fees: some fees aren't matched to an account yet.
Missing account: a QuickBooks account the store needs isn't set.
Negative inventory: some items show below zero in ConnectStock.
Missing Settlement: we don't have the settlement report from the marketplace yet.
Setup incomplete or Schedule onboarding: finish setting up the store first.
Other statuses
Pending: we're still processing the settlement.
No docs: there was nothing to send.
Error or Error Syncing: something went wrong. Hover over it to see why, or contact support.
Fix a settlement you already sent
Click the 3 dots at the end of the row:
Resend to QuickBooks sends it again.
Delete from QuickBooks removes it from QuickBooks.
If the store has a COGS column, pick Settlement, COGS or Both.
Frequently asked questions
How do I know when an export is done?
When it's done, the status changes to Exported.
Can settlements go out on their own?
Yes. Turn on Auto Sync. See "Auto-Sync for QuickBooks Online".