- Connex for QuickBooks User Guide
- Getting Started with Connex for QuickBooks
-
Connex for QuickBooks User Guide
- Getting Started with Connex for QuickBooks
- Remote Desktop (RDP)
- Customers Matching
- Inventory Site
- Inventory Sync
- Multicurrency
- Orders
- Price Levels
- Products
- Refunds
- Sales Tax
- Sales Orders
- Unit of Measure
- Web Connector
- Getting Started with Rules
- Rules Engine Common Rules
- FAQ
- Deposit Match
- Cost of Goods Sold
- Troubleshooting
- Custom Store
- Billing
-
Connex Ecommerce Analytics
-
Frequently Asked Questions
-
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
- Company File
-
Connex for QuickBooks Integrations Guide
- Amazon
- Amazon Settlement Report
- Bigcommerce
- ERPAG
- Hubspot
- Keap
- Magento 2
- Salesforce
- ShipBob
- ShipRush
- ShipStation to QuickBooks
- From QuickBooks to ShipStation
- ShipWorks
- Shopify
- Square
- Stripe
- Walmart
- WooCommerce
- Veeqo
- CIN 7
- Zoho Books
- Sage Business Cloud Accounting
- FreeAgent
- Acumatica
- Clear Books
- Microsoft Dynamics 365
- Netsuite
- Procountor
- Sage Intacct
- Xero
- Freshbooks
-
Rules Engine Guide
Getting Started with Connex for QuickBooks: Online Prerequisites
In this article, you'll find everything you need to consider before starting with us
QuickBooks
There are a number of things to ensure are properly set up within your QuickBooks prior to getting started with Connex. Please note that Sync with Connex offers no professional services to help customers set up their QuickBooks. If you're new to QuickBooks and need help setting up your QuickBooks for the first time, please read our recommended accountant page.
Important
A paid subscription of QuickBooks Online is required.
Compatible QuickBooks Online Subscription Plans:
- Simple Start
- Plus
- Advanced
Chart of Accounts
Your chart of accounts must be fully built out and contain at least one of the following account types:
- Accounts receivable (A/R) account
- Item asset account
- Item income account
- Cost of goods sold (COGS) account
- Discount/refunds given account
- Undeposited funds
Item List
Your QuickBooks item list and e-commerce product catalog must match, prior to getting started with Connex Desktop.
Product Matching
Each of your products should have it's own unique SKU. These SKU's must be an exact match, case insensitive, between QuickBooks and the chosen integration. For more information about product matching, please see: How does Connex Online match products?
Customer Matching
Connex will match customer records using the QuickBooks customer name field. To learn more about his this works.
Sales Tax
If your organization uses QuickBooks tax codes, prior to starting these codes must exist or you can choose to add taxes as a line item instead(Connex Setting). To learn more about how Connex maps QuickBooks sales tax codes.
Access
Access is granted via use of the QuickBooks Online Master Admin (required). In addition, you will need admin access to the supported platform that you wish to integrate with Connex.