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:

1. Login to Connex.
2. At the my connections page, click manage.
3. On the left, click back-up settings: 

How do I upload the back-up?

Here are the steps:

1. Login to Connex.
2. On the left, click upload settings.
3. Upload the file that Connex sent to you.

Are rules and tax codes backed up?

You can back up rules using these steps:

1. For rules, click rules on the top right of the Connex nav.
2. Click action.
3. Click export.

For tax codes, follow these steps:

1. Login to Connex.
2. At the my connections page, click manage.
3. Expand sales tax.
4. 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:

1. Change "DataMode": null, to "DataMode": "Pull",
2. 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:

1. Change "InvoiceMode": null, to "InvoiceMode": "Invoices",
2. Change "DeleteTransactionType": "", to "DeleteTransactionType": "Invoices",