Connex for QuickBooks User Guide
- Connex for QuickBooks Product Overview
- Getting Started with Connex Desktop
- Connex Quickbooks Online
- Customers Matching
- Inventory Site
- Inventory Sync
- Price Levels
- Purchase Orders
- Sales Tax
- Sales Orders
- Sync Orders from QuickBooks Desktop
- Unit of Measure
- Web Connector
Frequently Asked Questions
General Troubleshooting Guide
- Contact Support
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Login and Performance
- Match Deposit Tool Troubleshooting
- Product Matching Troubleshooting
- Customer Matching Troubleshooting
- Rules Engine
- Orders from QuickBooks
- Payments Troubleshooting
- Missing Orders Troubleshooting
- Update Shipping Details Troubleshooting
Integrations Help Guide
Rules Engine Guide
Can Connex mark sales as to be emailed?
Connex can mark sales as to be emailed
You want to email customers from QuickBooks
You must select the to be emailed box for each customer.
Ensure the sale has a valid first and last name
When the customer reaches QuickBooks, does the customer name just have a comma:
If so, check the sale in your ordering solution. Ensure it has a valid first and last name.
This error typically happens with ShipStation because they have a single field called customer name. If the customer entered a single phase, matching by last name first name will fail. Change the customer match:
- On our configure page, click customers.
- Under customer match, choose billing full name:
- Delete the order from QuickBooks and resync it.
Ensure email is valid and preferred delivery method is email
The customer must have a valid email. Under payment settings, the preferred delivery method must be email:
Enable the setting
Here are the steps:
- Login to Connex.
- Click manage.
- Go to orders > sync orders to QuickBooks > advanced transaction > QuickBooks templates and formatting.
- Check to be emailed.
- Click save.