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Connex for QuickBooks User Guide
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Connex Inventory Planner
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Frequently Asked Questions
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General Troubleshooting Guide
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Match Deposit Tool Troubleshooting
- Product Matching Troubleshooting
- Customer Matching Troubleshooting
- Rules Engine
- Orders from QuickBooks
- Payments Troubleshooting
- Missing Orders Troubleshooting
- Update Shipping Details Troubleshooting
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Connex for QuickBooks Integrations Guide
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Rules Engine Guide
Can I use the QuickBooks Online shipping field?
By default, Connex for QuickBooks Online adds shipping as a line item. If you want to add the shipping to the QuickBooks Online shipping field, follow these steps:
Problem
Shipping info fails to appear on the sale.
Description
Ship date, tracking number, and shipping appear as a line item, instead of their respective fields.
Solution
Enable use QBO shipping fields
Here are the steps:
- Login to Connex.
- Click settings.
- Expand advanced settings.
- Check use QuickBooks Online shipping field:
- Click save.
Once you sync a sale, here is the end result:
Can I add sales tax to shipping and use the QuickBooks Online shipping field?
Not at this time. QuickBooks charges tax on the sub total, then adds shipping:
Set Up Fields in QuickBooks Online
To set this up in QuickBooks, follow these steps:
- Login to QuickBooks Online.
- Click the gear on the top right.
- Under company on the left, click account settings:
- Under sales > sales form content, ensure that the checkbox for shipping is checked:
- Click the Advanced tab.
- Under chart of accounts, ensure that an account has been selected for shipping: