- Connex for QuickBooks User Guide
- Getting Started with Connex for QuickBooks
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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
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Connex Inventory Planner
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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
- Missing Orders Troubleshooting
- Company File
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Connex for QuickBooks Integrations Guide
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Rules Engine Guide
What onboarding support do you offer?
A list of guidelines on trial support
Introduction
We offer two ways to set-up Connex. A paid onboarding or a free trial that is self guided and includes email support only.
How do I know if I need a paid onboarding?
Here are our recommendations:
- You read our getting started guides and you are unable to perform or understand the steps.
- You do not have the time to set-up Connex and you want someone to assist with set-up.
- You have a complicated set-up. Our knowledge base and demos are unable to answer your questions.
What are the limits of the paid onboarding?
Users must become paid subscribers. Connex users must pair QuickBooks and their selling channel. Our team will assist with training, settings, rules, and testing.
I want the paid onboarding. What are the next steps?
Contact our sales team.
Do you offer a higher tier of support?
We have managed service packages that can assist with this it can be a per hour fee or a multiple hour package. Our sales staff will be able to get you a quote based on your needs.