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Connex Ecommerce User Guide
Formerly Connex for QuickBooks, these guides describe how to get started using our software.
Getting Started with Connex Ecommerce
- What does the free trial include?
- What onboarding support do you offer?
- Getting Started: Overview
- Getting Started: Enterprise Prerequisites
- Getting Started: Online Prerequisites
- Getting Started: Other Accounting Systems
- Getting Started: Add a New Integration
- Getting Started: Pair the Web Connector
- Getting Started: Install Wizard
- Getting Started: Intro to the Dashboard
- Getting Started with Connex for QuickBooks: Settings
- Getting Started: License Policy
- Getting Started: Next Steps
Remote Desktop (RDP)
Customers Matching
Inventory Site
Inventory Sync
- Getting Started: How Inventory Syncing Works
- What types of inventory changes do you support?
- How do I sync the quantity from the QuickBooks inventory site or warehouse to my selling channel?
- Can I sync the quantity available?
- Can I map the quantity that can build as the stock level?
- How do I manually sync inventory from QuickBooks to my website?
- Can Connex perform an initial sync of inventory?
Multicurrency
Orders
- Can I add a subtotal line?
- How do I manually sync sales to QuickBooks?
- How do I use the "next available number" in QuickBooks?
- How should I handle gift cards in QuickBooks Desktop?
- What transaction types are supported with QuickBooks desktop?
- Can I use the QuickBooks Online shipping field?
- Does Connex for QuickBooks Online work with locations?
- How should I handle gift cards in QuickBooks Online?
- Can I use the QuickBooks Online Discount Field
- Can I sync a summary transaction, based on a payout
- How do I enable advanced logging for QuickBooks Enterprise?
Price Levels
Products
- Getting Started: Product Matching
- How does Connex match products?
- Can I stop syncing orders if products are missing from QuickBooks?
- Can Connex build assemblies?
- Do you support assembly items?
- Grouped Items Support
- How does Connex match products without a SKU or unique ID?
- How does Connex map the general ledger?
- Can Connex create non-inventory items?
Refunds
- Can Connex create a credit for an unpaid invoice?
- How does Connex Desktop refunds affect QuickBooks reports
- How does Connex for QuickBooks Desktop sync refunds?
- If I create a credit memo or refund receipt, is the quantity returned?
- How does Connex sync refunds?
- How does Connex match multiple refunds on the same order?
Sales Tax
- Getting Started with Sales Tax
- How do I map sales tax codes to QuickBooks Desktop?
- Do you support QuickBooks grouped tax codes?
- Can I add tax as a line item?
- How do I map sales tax to QuickBooks Canada?
- How do I integrate Avalara?
- Do you support QuickBooks Online AST
- How should I map tax?
- How do I map the tax code when adding new customers?
- How do I import mulitple tax rules?
- How do I remove tax on an order?
- How do I map VAT, GST and HST codes?
Sales Orders
Unit of Measure
Web Connector
- What is the QuickBooks Web Connector?
- How should I use the web connector?
- How do I pair Connex for QuickBooks Desktop on another PC computer machine ?
- How do I sync automatically on a remote machine?
- How do I delete connections from the web connector?
- How do I sync automatically with QuickBooks Desktop?
Getting Started with Rules
- Getting Started with Rules: What is the rules engine?
- Getting Started with Rules: QuickBooks Mapping
- Getting Started with Rules: Selling Channel Mapping Diagrams
- Getting Started with Rules: How do I write my first rule?
- Getting Started with Rules: Add Multiple Conditions
- Getting Started: Mapping One Field to Another With Condition
- Getting Started with Rules: How do I create a rule without a condition?
- Getting Started with Rules: Hard code a field value
- Getting Started with Rules: Custom Fields
- Getting Started with Rules: Map One Field to Another Using Condition
- Getting Started with Rules: Comparing Custom Field Values
- Getting Started with Rules: How do I troubleshoot a rule?
Rules Engine Common Rules
FAQ
- Connex for QuickBooks Release Notes
- How do I reconnect my QuickBooks Online account?
- Can I have multiple company files or can I switch the company file I am syncing with QuickBooks Online?
- What if there is no help link in the messages log?
- What is the Connex IP address?
- What is the privacy policy?
- What are the Terms and Conditions?
- How do I contact technical support for Connex for QuickBooks?
- How does auto sync work with QuickBooks Online?
- How do Connex scheduled tasks work?
- Can I leave a review?
- What is your data retention policy?
- Price Changes for 2025
- How do I migrate Connex from QuickBooks Enterprise to QuickBooks Online?
Deposit Match
Cost of Goods Sold
Troubleshooting
- Sync sales from QuickBooks fails
- Update shipping details from ShipStation to QuickBooks fails
- Why does my inventory fail to sync from QuickBooks?
- How do I troubleshoot the match deposit tool for QuickBooks Desktop?
- Error: Authentication Failed, Web Connector
- Missing Orders Troubleshooting
- Troubleshooting QuickBooks Online Auto Sync Fails
- Troubleshoot QuickBooks Enterprise Autosync Fails
- The specified record does not exist in the list