A guide on tasks
Introduction
In the background, Connex performs scheduled tasks. You can close your browser because they are performed on a separate computer. Scheduled tasks are located on the left nav of the settings menu. Here are some tasks:
What do they do?
Here is a list:
- The orders to ecommerce task appears for QuickBooks Online users only. QuickBooks Desktop pulls orders from QuickBooks and syncs them, while the web connector runs. The task performs these functions:
- Pull sales from QuickBooks Online.
- Sync them to ShipStation.
- Count sales towards your annual allotment.
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- Log the results.
- The inventory task appears for QuickBooks Desktop users. Since orders synced through the web connector, the sync works differently than QuickBooks Online. The inventory task performs these functions
- Check the product updates table. This table has records, if the user syncs 75 or more items from QuickBooks to the selling channel.
- Sync stock changes from QuickBooks to your selling channel, if the settings say to sync.
- Log successes and failures.
- The orders task appears for QuickBooks Online users only. The orders task performs these functions:
- Pull sales from selling channel.
- Find matching customers and items in QuickBooks.
- Create missing customers and items, if your settings say to create them.
- Create or update sales in QuickBooks.
- Count sales towards your annual allotment.
- Log successes and failures.
- Sync stock changes from QuickBooks to your selling channel, if the settings say to sync. The only way to sync stock changes is after the orders sync.