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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
Can Connex build assemblies?
If you lack inventory andyou have enough raw materials, then Connex will build them.
Is there a demo?
Watch the last part of this video:
What are the prerequisites?
Connex will build assemblies under these circumstances:
- The SKU in your store matches an existing assembly.
- The inventory assembly's quantity on hand minus the total from the order is zero or less.
- You have enough raw materials.
How do I enable build assemblies?
Yes, here are the steps:
- Login to Connex.
- Click settings.
- Click inventory settings.
- Click advanced inventory.
- Click build assemblies.
What date does Connex use to build assemblies?
Connex maps the order creation date minus a day to the build assembly date. This ensures QuickBooks has enough stock prior to the sale date. If you map the shipped date to the QuickBooks date, then Connex would use the ship date minus a day. If Connex failed to subtract a day and you lacked stock, then you would get this error:
The transaction could not be saved because the quantity on hand of item Survival Kit would go negative to -1 on 2017-11-15. Please ensure that the products you are selling have inventory.
Can Connex build assemblies for historical sales?
Connex looks at the current quantity on hand and decides whether to build assemblies. If you have 83 units available on February 14th, 0 units on February 6th and synced an order on February 6th, then the sync would fail.
To resync the sale, follow these steps:
- In QuickBooks, click inventory.
- Click build assembly.
- Create a build assembly for the day before the sale. In this case, the sale date was 2/6. Build on 2/5.
- Click build and new.
- Login to Connex.
- Expand manually sync.
- Enter an order number or date range.
- Click submit.
- Run your web connector.