Getting Started with Connex for QuickBooks: Overview

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 complete the contact sales form and schedule a time to talk to us. We will set up a free trial account for you.

3. Add a new integration

Begin the process of adding an integration to your account and connecting it with Connex. After signing into our software, click add new selling channel on the right. Follow the on-screen instructions.

3. Connect your QuickBooks

After pairing your selling channel, you need to pair QuickBooks and choose a sync direction. Follow the on-screen instructions.

4. Complete the set-up wizard

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.

Choose your version of QuickBooks and read the prerequisites: