How do I manually sync sales to QuickBooks?

Connex for QuickBooks can import historical orders by using a date range or by an order number.

Introduction

When using the date range, you must keep the date span to seven days or less. If you use QuickBooks Pro, Premier, or Enterprise, you must run your Web Connector after prompting a manual sync in Connex.

QuickBooks Online users have no Web Connector to sync, meaning the queued sales will sync automatically within a few minutes. There must be a scheduled task active in scheduled task tab. 

How do I sync certain sales?

Here are the steps:

1. Login to Connex.
2. On the dashboard, choose your connection and click manual sync:
3. Complete the form.
4. Click sync now.

A popup window will open that says Manual Sync date range is midnight to midnight on the dates selected: example 7/23/24 -7/23/24 is just 1 24 hour time period. You can do a 7 day period if it times out shorten the sync dates.

If you use QuickBooks Online, the sync will happen shortly.

If you use QuickBooks Desktop, then you must run your web connector:

1. In QuickBooks, go to file > app management / update web services
2. In the web connector dialog box, check the box next to Connex and click update selected:

Can I see a log of activity?

Login to Connex. Scroll past your connections, you will see orders synced successfully and errors. If no orders appear, refresh the log by clicking on the refresh icon at the bottom right. 

Error Log Screenshot:

Successful sync of orders: