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
- Login to Connex for QuickBooks.
- On the top right, click your name and click company files:
- In the table of company files, click disconnect:
- If you do not see any files, click here to add the file and sign into QB Online.
- After our software disconnects your QuickBooks, click the green QuickBooks button.
- Sign into QuickBooks, if prompted.
- Choose the proper company file to pair.
Ensure Pairing Successful
Here are the steps:
- You will return to the Connex dashboard.
- On top, click settings.
- On the left, click finance settings.
- The screen will show a loading panel for 5 - 10 seconds.
- Expand the item income account drop down.
- 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:
- Next, ensure your scheduled tasks are running. On the left, click tasks.
- 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.
- If no tasks exist or there is an X, then no sync can run.
- Next to each task, click status if the task is inactive:
- If no task exists, choose your connection from the drop down:
- If you sync sales to QuickBooks, order settings > orders to QuickBooks.
- Click save.
- If you sync sales from QuickBooks, click orders from QuickBooks.
- Click save.
- Click scheduled tasks and you should see some tasks.
Resync
Here are the steps:
- On the left, click dashboard.
- Next to your channel, click manual sync.
- Enter a 24 hour date range.
- Click save.
- Wait for the sync to finish.