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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 does the free trial include?

What onboarding support do you offer?

Getting Started with Connex for QuickBooks: Overview

Getting Started with Connex for QuickBooks: Enterprise Prerequisites

Getting Started with Connex for QuickBooks: Online Prerequisites

Getting Started with Connex for QuickBooks: Add a New Integration

Getting Started with Connex: Pair the Web Connector

Getting Started with Connex: Install Wizard

Getting Started with Connex for QuickBooks: Intro to the Dashboard

Getting Started with Connex for QuickBooks: Settings

Getting Started with Connex: Next Steps

Getting Started: License Policy

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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?

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

Can I sync the quantity available?

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

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

Can Connex perform an initial sync of inventory?

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Multicurrency

Getting Started with Multi-Currency

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

How do I map different accounts receivable accounts in QuickBooks?

How do I map an exchange rate in QuickBooks Online?

How do I map multi-currency in QuickBooks Desktop

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Orders

Can I add a subtotal line?

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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Price Levels

How do I sync a price level with QuickBooks Desktop?

Products

Getting Started: Product Matching

How does Connex match products?

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

Can Connex build assemblies?

Do you support assembly items?

Grouped Items Support

How does Connex match products without a SKU or unique ID?

How does Connex map the general ledger?

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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 map sales tax to QuickBooks Canada?

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?

How do I remove tax on an order?

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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 PC computer machine ?

How do I sync automatically on a remote 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

Getting Started with Rules: How do I create a rule without a condition?

Getting Started with Rules: Hard code a field value

Getting Started with Rules: Custom Fields

Getting Started with Rules: Map One Field to Another Using Condition

Getting Started with Rules: Comparing Custom Field Values

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Rules Engine Common Rules

Map Product SKU using the Rules Engine

FAQ

Connex for QuickBooks Release Notes

How do I reconnect my QuickBooks Online account?

Can I have multiple company files or can I switch the company 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?

How does auto sync work with QuickBooks Online?

How do Connex scheduled tasks work?

Can I leave a review?

What is your data retention policy?

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Deposit Match

Getting Started with the Connex Match Deposit Tool

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

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

How do I manually resync deposits?

Cost of Goods Sold

How do I manage COGS in QuickBooks Desktop?

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

Troubleshooting

Sync sales from QuickBooks fails

Update shipping details from ShipStation to QuickBooks fails

Why does my inventory fail to sync from QuickBooks?

How do I troubleshoot the match deposit tool for QuickBooks Desktop?

Error: Authentication Failed, Web Connector

Missing Orders Troubleshooting

Troubleshooting QuickBooks Online Auto Sync Fails

Troubleshoot QuickBooks Enterprise Autosync Fails

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Custom Store

Getting Started: Custom Store

How do I manually test the custom store?

What API calls are made for custom store?

Custom Store: Sample Orders