How do I reconnect my QuickBooks Online account?

A guide to pairing QuickBooks

Problem

I am unable to sync with QuickBooks Online.

Description

My log says token refresh failed or forbidden 403. The log shows authentication errors with QuickBooks.

Solution

Reconnect QuickBooks and Connex

1. Login to Connex for QuickBooks.
2. On the top right, click your name and click company files:
3. In the table of company files, click disconnect:
4. If you do not see any files, click here to add the file and sign into QB Online.
5. After our software disconnects your QuickBooks, click the green QuickBooks button.
6. Sign into QuickBooks, if prompted.
7. Choose the proper company file to pair.

Ensure Pairing Successful

Here are the steps:

1. You will return to the Connex dashboard.
2. On top, click settings.
3. On the left, click finance settings.
4. The screen will show a loading panel for 5 - 10 seconds.
5. Expand the item income account drop down.
6. You should see a list of accounts from your QuickBooks. This means pairing was successful.

Tasks

Connex uses a scheduled task system. Ensure all the tasks exist:

1. Next, ensure your scheduled tasks are running. On the left, click tasks.
2. You should have one task per site. If you have an Amazon and a ShipStation, then you should have two of them. If this is the case, scroll down to resync.
3. If no tasks exist or there is an X, then no sync can run.
4. Next to each task, click status if the task is inactive:
5. If no task exists, choose your connection from the drop down:
6. If you sync sales to QuickBooks, order settings > orders to QuickBooks.
7. Click save.
8. If you sync sales from QuickBooks, click orders from QuickBooks.
9. Click save.
10. Click scheduled tasks and you should see some tasks.

Resync

Here are the steps:

1. On the left, click dashboard.
2. Next to your channel, click manual sync.
3. Enter a 24 hour date range.
4. Click save.
5. Wait for the sync to finish.