- Help Center
- Frequently Asked Questions
- Connex Functionality FAQ
-
Connex for QuickBooks User Guide
- Connex for QuickBooks Product Overview
- Getting Started with Connex Desktop
- Connex Quickbooks Online
- Customers Matching
- Inventory Site
- Inventory Sync
- Orders
- Price Levels
- Products
- Purchase Orders
- Refunds
- Sales Tax
- Sales Orders
- Sync Orders from QuickBooks Desktop
- Unit of Measure
- Web Connector
- Multicurrency
-
Connex Inventory
-
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
- Upgrading QuickBooks
-
Integrations Help Guide
-
Rules Engine Guide
Can I back-up my settings?
Connex can back up a user's settings. This is useful, if you want to make some changes and roll them back at a later time.
How do I back up settings?
Here are the steps:
- Login to Connex.
- At the my connections page, click manage.
- On the left, click back-up settings:
How do I upload the back-up?
Here are the steps:
- Login to Connex.
- On the left, click upload settings.
- Upload the file that Connex sent to you.
Are rules and tax codes backed up?
You can back up rules using these steps:
- For rules, click rules on the top right of the Connex nav.
- Click action.
- Click export.
For tax codes, follow these steps:
- Login to Connex.
- At the my connections page, click manage.
- Expand sales tax.
- Click export.
To upload the tax settings, expand sales tax. Click the link to upload the back-up. For rules, expand the action tab and click upload.
File Preparation
Connex for QuickBooks Online and Connex for QuickBooks Desktop have settings that fail to migrate. If you are migrating between files, follow these steps.
Online to Desktop
Open the text file and edit these lines:
- Change "DataMode": null, to "DataMode": "Pull",
- Change "DeleteTransactionType": "", to "DeleteTransactionType": "Invoices",
Desktop to Online
QuickBooks Online has no sales order feature. We suggest using invoices. Open the text file and edit these lines:
- Change "InvoiceMode": null, to "InvoiceMode": "Invoices",
- Change "DeleteTransactionType": "", to "DeleteTransactionType": "Invoices",