Orders

Can Connex for QuickBooks Online email customers?

Connex can email sales, after they sync to QuickBooks.

How do I enable this feature?

Here are the steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand orders > sync orders to QuickBooks > advanced transaction.
  4. Check email orders:
  5. Click save and sync now.

Can Connex send orders to more than one customer?

There are two ways:

Order

On the order, enter the email in the email and CC fields:

Customer

On the customer record, you can enter multiple emails:

  1. Open the QuickBooks customer record.
  2. In the email field, separate the two emails with a comma:
  3. Click save.
  4. Click edit and verify that the emails saved.

If the email has a comma, how do you handle it?

Connex will email each user. If the email was example@example.com, example2@example.com, our tool emails both users.

What does the to be emailed field look like in QuickBooks?

Here is the field:

If you are syncing orders from QuickBooks, leave this field unchecked or only enter a single email.