FAQ
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      2. Connex for QuickBooks User Guide
      3. FAQ

      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. When you go to Connex for QuickBooks settings > finance settings, the drop downs are all empty.

      Solution

      Reconnect QuickBooks and Connex

      There are two types of sign in. One that just signs you into Connex and one that allows us to sync data to and from your account. Most likely, you paired without giving us access to your QuickBooks.

      1. Login to Connex for QuickBooks.
      2. On the top right, click your name and click company files:
      3. If there is a company file in the table of company files, click disconnect:
      4. Click here to add the file and sign into QB 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:
      5. 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.