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Getting Started: Add a New Integration

How to add a connection to your Connex account

Add a new integration steps

1. Click Add New Channels" from Dashboard Page, Choose from the list the integration you wish to setup. Notice that once selected, a handy instructions guide will appear on screen with integration-specific instructions.

2. Click read instructions to launch the integration-specific guide.

Now that Connex is paired with the chosen integration, the next step is to pair Connex with QuickBooks via the Web Connector.

🔷 Next for QuickBooks Enterprise: Pair the Web Connector

🔷 Next for QuickBooks Online: Install Wizard