- Connex for QuickBooks User Guide
- Inventory Sync
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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
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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
-
Rules Engine Guide
What types of inventory changes do you support?
A list of updates in QuickBooks you can perform
What updates do you support?
Here are the list of updates:
Change item price or any field
Here are the steps:
- Go to lists > item list.
- Double click a product.
- Change any of the fields.
- Click OK.
- Run the web connector.
Create sale
Here are the steps:
- Go to customers > customer center.
- Create a new sales receipt or invoice.
- Add the items to the invoice with a quantity greater than 1.
- Save the transaction
- Run the web connector.
Create inventory adjustment
Here are the steps:
- In QuickBooks, go to inventory > adjust quantity / value on hand.
- Enter the item.
- Click save.
- Verify that the item's stock level has changed.
- Run your web connector.
Create bill
Here are the steps:
- In QuickBooks, go to vendors > vendor center.
- Create a bill.
- Enter the item.
- Click save.
- Verify that the item's stock level has changed.
- Run your web connector.