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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
- Billing
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Connex Ecommerce Analytics
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Frequently Asked Questions
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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
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Connex for QuickBooks Integrations Guide
- Amazon
- Amazon Settlement Report
- Bigcommerce
- ERPAG
- Hubspot
- Keap
- Magento 2
- Salesforce
- ShipBob
- ShipRush
- ShipStation to QuickBooks
- From QuickBooks to ShipStation
- ShipWorks
- Shopify
- Square
- Stripe
- Walmart
- WooCommerce
- Veeqo
- CIN 7
- Zoho Books
- Sage Business Cloud Accounting
- FreeAgent
- Acumatica
- Clear Books
- Microsoft Dynamics 365
- Netsuite
- Procountor
- Sage Intacct
- Xero
- Freshbooks
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Rules Engine Guide
Getting Started with Freshbooks
How to pair Freshbooks and Connex
How do I pair?
Here are the steps:
- Log into Connex.
- Click add a selling channel and pair a selling channel.
- On the pair accounting system page, choose the other tab.
- Choose Freshbooks.
- Sign into Freshbooks and give Connex permissions to sync.
- Complete the Connex install wizard.
In what direction can you sync?
We can perform a two way order sync. We can sync payments for paid orders. We can sync invoices to Freshbooks.
How do fields map?
Here is a list:
Freshbooks | Connex |
Billed to | Customer name or company |
Date of Issue | Order Date |
Due Date | Due Date |
Invoice Number | Order number. We can use the next number from Xero. |
Reference | Order number |
Amount Due | Order total |
Item | Product SKU |
Description | Product Name |
Qty | Quantity |
Price | Unit Price |
Disc | Not used. We map discount codes as a separate line item. |
Account | Connex settings > finance settings > income account. Please contact us about mapping the income account from the product. |
Tax rate | Rules engine tax code. You must map tax codes. |
Tax amount | Tax amount |
Amount | Auto calculated in Xero. |
Shipping maid | Shipping Paid |
Shipping method | Added as a separate line item. |
Note | Customer note |
Payment amount | Payment amount |
Payment mate | Payment date |
Payment method | Payment method |
Customer address | Billing address and shipping address |
Customer phone and email | Phone and email of incoming order |