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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
How do I reconnect my QuickBooks Online account?
A guide to pairing QuickBooks
How do I pair Connex and QuickBooks Online?
Here are the steps:
- Login to Connex for QuickBooks.
- On the top right, click your name and click company files:
- If there is a company file in the table of company files, click disconnect:
- You will see a green button that asks you to sign into QuickBooks:
If that button fails to redirect you to Intuit, click here to add the file and sign into QuickBooks Online. You must sign in as a user in the primary or company admin role. Here is a screenshot of a user list from QuickBooks:
- 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.