2. Connex for QuickBooks User Guide
  3. Getting Started with Connex for QuickBooks

Getting Started with Connex for QuickBooks: Account Registration

To register for a Connex for QuickBooks account, follow these steps

1. Start a free trial

Visit our pricing page and pick a plan. Register for an account and add your credit card. When the trial expires, Connex will charge your first payment. 

2. Arrive at the Welcome Page

If you are a QuickBooks Desktop user, verify that you have access to your QuickBooks company file by logging into QuickBooks as the Admin in single-user mode. Verify that you are using QuickBooks Pro, Premier, Enterprise 2019 or higher For QuickBooks Online, your QuickBooks is already paired. Here is the welcome page:

You are now ready to move onto choosing a new integration or connection to your Connex account. 

🔷 Next Step: Add a New Integration (Step 2)