Connex for QuickBooks Desktop User Guide
Connex for QuickBooks Online User Guide
Frequently Asked Questions
Integrations Help Guide
- Amazon Settlement Report
- Channel Advisor
- Custom Store
- Match Deposit Tool
- Other Partners
- Roaster Tools
- Spreadsheet Import Tool
Rules Engine Guide
General Troubleshooting Guide
QuickBooks Point of Sale (POS) - ARCHIVED
Can I integrate Connex to a sandbox QuickBooks Online file?
We recommend a trial file, instead
How do I use your system with a sandbox file?
We do not support the sandbox files at developer.intuit.com at this time. It is an open feature request.
A QuickBooks Online trial allows you to enable more features than a sandbox. The problem with trials and sandboxes is you must set them up like your live file; there is no automatic way to copy a live file to a test and vice versa. In this guide, we will describe how to use spreadsheets to migrate data from a live file to a trial.
How do I transfer the settings?
Please read this guide.
How do I export the spreadsheets?
Here are the steps:
- Log into your live company file.
- On top, click the gear box.
- Click export data.
- For the chart of accounts, uncheck all boxes and click export:
- For customers, click lists and export customers.
- For items, click the gear box.
- Click products and services.
- Click the export to excel on the top right:
How do I import them?
In QuickBooks, click the gear box. Click import data. You can choose products and services, customers, or chart of accounts. Go through the wizard.