Getting Started: Sync Your Accounting

How to get data from your accounting tool

Why should I integrate?

Your accounting system is the inventory master. As you add or remove stock, Connex should hold those stock changes. Without adding QuickBooks, Connex will never know that you added stock.

Here is the flow:

1. Run an initial sync of products from QuickBooks Online to Connex.
2. Connex will sync product stock and pricing updates from QuickBooks to Connex.

How do I integrate?

Here are the steps:

1. Login to Connex.
2. Click connections on the top right.
3. Click QuickBooks Online.
4. Follow the on-screen instructions.

How do I set-up the integration?

Here are the steps:

1. Go to settings.
2. Click product settings.
3. Under basic product matching, select mapped new product.
4. Click enable product download.
5. Under product matching settings, select the field that matches your website SKU. You can select either QuickBooks item name or QuickBooks SKU.
6. Contact us about the initial sync. Our system only allows you to sync dates 90 days apart. Once you are set-up, we will change the dates.