Getting Started with Connex Desktop

Connex for QuickBooks Desktop Prerequisites

How to prepare for QuickBooks Desktop setup!

Connex for QuickBooks Desktop Prerequisites

Before getting started with Connex Desktop, there are a number of important prerequisites to consider. In this article, you'll find everything you need to consider before beginning your journey towards freedom from data entry.

QuickBooks

There are a number of things to ensure you are properly set up within your QuickBooks prior to getting started with Connex. Please note that Sync with Connex offers no professional services to help customers set up their QuickBooks.

Important

You must have QuickBooks Pro, Premier, or Enterprise 2015 or higher.

NOTE
Not all versions of QuickBooks (such as QuickBooks Canada) come with the QuickBooks Web Connector pre-installed. As a result, you may need to download the Web Connector 

(see also: What is the Web Connector?)

Chart of Accounts

Your chart of accounts must be fully built out and contain at least one of the following account types:

  • Accounts receivable (A/R) account
  • Item asset account
  • Item income account
  • Cost of goods sold (COGS) account
  • Discount/refunds given account
  • Undeposited funds 

Item List

Your QuickBooks item list and e-commerce product catalog must match, prior to getting started with Connex Desktop.

Product Matching

Each of your products should have it's own unique SKU. These SKU's must be an exact match, case insensitive, between QuickBooks and the chosen integration. For more information about product matching, please see: How does Connex Desktop match products?

Customer Matching

Connex will match customer records using the QuickBooks customer name field. To learn more about his this works, please see: How does Connex Desktop match existing customers?

Sales Tax

If your organization uses QuickBooks tax codes, these codes must exist prior to getting started. To learn more about how Connex maps QuickBooks sales tax codes, please see: How does Connex Desktop map sales tax?

Access

You will need admin access to QuickBooks and the supported platforms that you wish to integrate with Connex.

When you're ready to set up Connex Desktop, Login to QuickBooks as Admin, and enable QuickBooks to run in single-user mode. This will enable you to make certain changes to QuickBooks.

Integration Specific Prerequisites

If you are interested in integrating an e-commerce platform such as Magento 2 or WooCommerce your website must have an SSL certificate and be fully built out and developed (launched) prior to getting started. Connex offers no import functionality that will aid in building out your website, populating your product catalog, or web development services.

Compatibility

Important:

Connex is compatible with Windows only. If you use Apple, you can use remote desktop to log into a PC with QuickBooks.

Ready to get started?

🔷 Next: Get Started with Connex for QuickBooks Desktop

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