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Connex for QuickBooks User Guide
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
Connex Ecommerce Analytics
Getting Started with Connex Ecommerce Analytics
Amazon Dashboard
Customers Dashboard
Inventory Dashboard
Notifications
Orders Dashboard
Products Dashboard
Product Management
QuickBooks Desktop
QuickBooks Online
Selling Channels
Spreadsheet Reports
Developer API
Frequently Asked Questions
Account Management
Account Transfers
Legal FAQ
Support Policy FAQ
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
ShipRush
ShipStation to QuickBooks
From QuickBooks to ShipStation
ShipWorks
Shopify
Square
Stripe
Walmart
WooCommerce
Rules Engine Guide
Common Rules
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Connex for QuickBooks User Guide
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
Connex Ecommerce Analytics
Getting Started with Connex Ecommerce Analytics
Amazon Dashboard
Customers Dashboard
Inventory Dashboard
Notifications
Orders Dashboard
Products Dashboard
Product Management
QuickBooks Desktop
QuickBooks Online
Selling Channels
Spreadsheet Reports
Developer API
Frequently Asked Questions
Account Management
Account Transfers
Legal FAQ
Support Policy FAQ
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
ShipRush
ShipStation to QuickBooks
From QuickBooks to ShipStation
ShipWorks
Shopify
Square
Stripe
Walmart
WooCommerce
Rules Engine Guide
Common Rules
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?
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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