Connex for QuickBooks Desktop User Guide
Connex for QuickBooks Online User Guide
Frequently Asked Questions
Integrations Help Guide
Rules Engine Guide
General Troubleshooting Guide
QuickBooks Point of Sale (POS) - ARCHIVED
Integration Guides (No Longer Supported)
Can I sync orders from QuickBooks to Salesforce order custom fields?
You can change how your fields map
How does it work?
Connex will create the order in Salesforce. If it was created successfully, Connex will update the order with your field mappings.
Please note not all Connex fields can get sent to Salesforce. Please create the mappings and contact us.
How do I map fields?
Here are the steps:
- Log into Connex.
- Go to connexforquickbooks.com/customobjectmap/mapcustomobjectfields?solutionName=Salesforce&solutionWebsite=X&customObjectName=Order where X is the name of your connection. Your connection name is located on our dashboard and starts with http.
- Click add new record and add mappings.
- Here is the end result: