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Connex for QuickBooks User Guide

Connex for QuickBooks User Guide

How to get started and manage existing connections on Connex for QuickBooks!

Getting Started with Connex for QuickBooks

What onboarding support do you offer?

Getting Started with Connex for QuickBooks: Overview

Getting Started with Connex for QuickBooks: Desktop Prerequisites

Getting Started with Connex for QuickBooks: Online Prerequisites

Getting Started with Connex for QuickBooks: Account Registration

Getting Started with Connex for QuickBooks: Add a New Integration

Getting Started with Connex Desktop: Pair the Web Connector

Getting Started with Connex for QuickBooks: Intro to the Dashboard

Getting Started with Connex for QuickBooks: Settings

Getting Started with Connex: Install Wizard

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Remote Desktop (RDP)

Can I pair Connex with QuickBooks desktop on remote server (RDP) or RightNetworks?

How do I sync automatically on a remote server with multiple users?

Customers Matching

How does Connex match my existing QuickBooks customers?

What are the best practices with customers?

If a customer is missing from QuickBooks, can I stop the sync?

Can I match customers by name and email for QuickBooks Desktop?

Inventory Site

Does Connex support lot and bin numbers?

Why does QuickBooks say unspecified site?

Inventory Sync

Getting Started: How Inventory Syncing Works

What types of inventory changes do you support?

Can I sync the quantity available?

Can I map the quantity that can build as the stock level?

Can Connex perform an initial sync of inventory?

How do I manually sync inventory from QuickBooks to my website?

How do I sync the quantity from the QuickBooks inventory site to my selling channel?

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Multicurrency

Set-up multi-currency in Connex for QuickBooks

How do I map the currency code of the store, instead of what the customer paid?

Orders

Can I add a subtotal line?

Can I sync a summary order longer than a day?

How do I manually sync sales to QuickBooks?

How do I use the "next available number" in QuickBooks?

How should I handle gift cards in QuickBooks Desktop?

What transaction types are supported with QuickBooks desktop?

Can I use the QuickBooks Online shipping field?

Does Connex for QuickBooks Online work with locations?

How should I handle gift cards in QuickBooks Online?

Can I use the QuickBooks Online Discount Field

Can I sync a summary transaction, based on a payout

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Products

In QuickBooks Desktop, how does Connex match products?

Can I stop syncing orders if products are missing from QuickBooks?

In QuickBooks Online, how does Connex for QuickBooks match products?

Can Connex build assemblies?

Do you support assembly items?

Grouped Items Support

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Refunds

How does Connex match multiple refunds on the same order?

Can Connex create a credit for an unpaid invoice?

How does Connex Desktop refunds affect QuickBooks reports

How does Connex for QuickBooks Desktop sync refunds?

If I create a credit memo or refund receipt, is the quantity returned?

How does Connex sync refunds?

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Sales Tax

Getting Started with Sales Tax

How do I map sales tax codes to QuickBooks Desktop?

Do you support QuickBooks grouped tax codes?

Can I add tax as a line item?

How do I integrate Avalara?

Do you support QuickBooks Online AST

How should I map tax?

How do I map the tax code when adding new customers?

How do I import mulitple tax rules?

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Sales Orders

How do I close the sales order, if the order has shipped?

How do I stop syncing payments, if I close sales orders with invoices?

If the invoice is created at a later date, will Connex close the sales order?

Why Does My Sales Order Sales Tax Item Remain Open?

Unit of Measure

How do I sync the unit of measure from QuickBooks to my website?

How does Connex map unit of measure?

Web Connector

What is the QuickBooks Web Connector?

How should I use the web connector?

How do I pair Connex for QuickBooks Desktop on another computer/machine?

How do I delete connections from the web connector?

How do I sync automatically with QuickBooks Desktop?

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Getting Started with Rules

Getting Started with Rules: What is the rules engine?

Getting Started with Rules: QuickBooks Mapping

Getting Started with Rules: Selling Channel Mapping Diagrams

Getting Started with Rules: How do I write my first rule?

Getting Started with Rules: Add Multiple Conditions

Getting Started: Mapping One Field to Another With Condition

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Rules Engine Common Rules

Map Product SKU using the Rules Engine

How do I map custom fields to QuickBooks Desktop?

How do I map custom fields from Shopify to QuickBooks?

How can I use a single code for shipping and discounts?

How do I map the tax codes on line items, discounts, and customers?

How do I map the inventory site field via Rules Engine?

Can Connex map classes, using rules?

How do I map custom fields to QuickBooks Online?

Can I map the value of a custom field to a field in QuickBooks?

Can I map custom fields to QuickBooks Desktop line items?

How do I map the QuickBooks Online department or location field?

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FAQ

How do I reconnect my QuickBooks Online account?

How do I find what file I am syncing with QuickBooks Online?

What if there is no help link in the messages log?

What is the Connex IP address?

What is the privacy policy?

What are the Terms and Conditions?

How do I contact technical support for Connex for QuickBooks?

New Connex for QuickBooks User Interface 2023

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Deposit Match

Do I need the deposit matching tool, if I create a summary sale?

Getting Started with the Connex Match Deposit Tool

Deposit match tool fails to run automatically

How do I deactivate the deposit matching tool?

How do I match Amazon deposits to QuickBooks sales?

How do I manually sync payouts from Amazon to QuickBooks for match deposits?

How do I manually sync deposits?

How do I match deposits in bulk and with multiple payment processors?

How does the match deposit tool match sales, payments, and refunds?

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Cost of Goods Sold

How do I manage COGS in QuickBooks Desktop?

How do I track cost of good sold in QuickBooks Online?