Change how your store syncs to QuickBooks

At the top of Sync you can edit Name shown across TruSync. That name appears in the store switcher, Connected Stores, alert emails, and Trudy’s answers, and it survives reconnecting. The platform’s own name stays shown underneath as Name on the platform. Only a store admin, or an owner or admin of the organization, can change it. See Account and organization for details.

• Refund restocking — there is no setting. Whether a refund puts an item back in stock is decided refund by refund, from what your store reports. A cancelled order always restocks, because it never shipped, unless you fully refunded that order first. If you partly refunded it first, only the units that refund didn’t return go back. See Cancellations & refunds.
• Sync inventory adjustments — on by default. Unticked, TruSync stops writing quantities to this store’s products, whether from a QuickBooks change, Sync All Inventory, or the Inventory Mismatches panel. It’s per store, so another store sharing the same QuickBooks item keeps syncing. Orders still post to QuickBooks. See Inventory sync.
• Automatically sync refunds to QuickBooks — whether refunds post without manual review.
• Sync orders in Awaiting Payment status — for stores where orders can sit unpaid before capture (not shown for marketplace stores, which post Invoices).
• Alert Recipients and exception notifications — who TruSync emails about order exceptions, stalled syncs, sync failures, disputed orders, lost connections, a payment method that has stopped taking orders, and billing problems such as a trial ending or a failed payment.
• Bank Deposit grouping — how settled orders for this store are grouped into Bank Deposits, based on the store’s payment model.

Alert Recipients is a list, not a single address. Add everyone who needs to know when an order is held: the accountant who reconciles QuickBooks, and the person who runs the storefront. They are usually different people, and only one of them can fix a payment method that TruSync doesn’t recognize.

Add an address by typing it into the box under Alert Recipients and pressing Enter. Remove one with the × on its tag. Everyone on the list gets the same email; TruSync sends at most one email per kind of issue per day, however many people are listed.

Alert Recipients is also who TruSync emails about billing: your free trial ending, a payment that failed, a subscription that was suspended. Those messages go to the same list as a held order, so add whoever needs to act on either — often the person who pays the bill is not the person who clears an exception.

When QuickBooks is connected and Alert Recipients is empty, TruSync fills in one address for you: the email of the Intuit account that connected QuickBooks where available, otherwise a contact address from your store or your QuickBooks company, as long as it isn’t a “do not reply” style address. It only fills a blank list and never overwrites one you’ve set. Check it, and add anyone else who should be told.

TruSync checks each address as you add it. An address it can’t send to — a missing .com, a space in the middle — is refused straight away rather than saved, because one bad entry in the list is enough to stop the whole list from being delivered.

If you leave the list empty, TruSync looks for a contact address on the store as a last resort — but it may not find one, and if it does it reaches one person who may not be the right one. Treat an empty list as nobody being told, and list the people you want explicitly.

The setup wizard asks for this at the Settings step and won’t move on until at least one person is listed.

Sync Settings shows a note about what your orders post as, but there is no picker. On marketplace stores (Amazon, eBay, Walmart) orders post as Invoices. On other stores, paid orders post as Sales Receipts, and an order that hasn’t been paid yet posts as an Invoice and is cleared when payment arrives.

Payment method mapping and tax jurisdiction mapping are also part of a store’s sync settings, though they only appear for stores where they’re relevant — marketplace stores (Amazon, eBay) skip both, since Invoices don’t carry a payment method and the marketplace already remits tax.

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