A list of milestones to use Connex for QuickBooks
1. Review Prerequisites
Before adding your first integration, make sure you have everything you need by reviewing the prerequisites:
2. Register a Connex account
The first step on your journey to freedom from data entry is to choose a plan and register for an account.
3. Add a new integration
Begin the process of adding an integration to your account and connecting it with Connex. Robust instructions are available to see how to integrate a support platform.
3. Connect your QuickBooks
If you use QuickBooks Online, your QuickBooks is already paired during account registration.
Integrate Connex with your QuickBooks Desktop using the QuickBooks Web Connector application.
4. Set Up the Connex Sync Settings
Now it's time to complete the Connex set-up wizard and configure the sync settings for your newly added integration. Once this is complete, you'll be ready to sync your first order.
Connex for QuickBooks features a user friendly setup walkthrough that will guide you through each of the steps.
5. Intro to the Connex Dashboard
A recommend resource for new users to Connex. Learn about the Connex dashboard. Details are provided about shortcut buttons and links to manage the Connex account settings faster and easier.
6. Sync sales to or from QuickBooks
Sync your first sale in either direction manually, based on your configuration.
7. Set up automatic sync
Set-up an automatic sync with QuickBooks and your selling channel. Learn best practices for using Connex.