Connex for QuickBooks Desktop Prerequisites

See below for details on the few prerequisites that should be met prior to implementing Connex.

Prerequisites

Before getting started with Connex Desktop, there are a few important prerequisites:

1. Chart of Accounts - QuickBooks Chart of Accounts must be fully built
2. Item List – Your products should already exist in QuickBooks and on your website.
3. Product Matching – Each item on your website needs a unique SKU. This SKU needs to match a field in QuickBooks, exactly.
4. Sales Tax - If you use QuickBooks tax codes, the codes should exist prior to getting started.
5. Access – You need ADMIN access to QuickBooks and your website. To link your selling channel with QuickBooks, you must login to QuickBooks as the ADMIN in Single User Mode.
6. Web Connector – If the web connector is not already pre-installed, its needs to be installed on your machine before you can connect your selling channel. 

See below for additional details on the above prerequisites. 

QuickBooks

Please note, Sync with Connex does not offer professional services to help set up QuickBooks.

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 list should match, prior to getting started with Connex Desktop. The majority of your products should already exist in both places.

Product Matching

Each product on your website needs a unique SKU. The SKU should be an exact match, case insensitive, between QuickBooks and the website. 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 how this works, please see: 

• How does Connex Desktop match existing customers?

Sales Tax

If your organization uses QuickBooks tax codes, these codes should exist in QuickBooks 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.

Before you can link your selling channel and QuickBooks, you must login to QuickBooks as ADMIN, and enable QuickBooks to run in Single-User Mode. This will allow you to pair QuickBooks to your website, and allow 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

• Connex supports the f0llowing versions of QuickBooks
  • Pro, Premier, Enterprise, Wholesale and Manufacturing 2015 or higher.
  • In addition, Connex is compatible with QuickBooks Canada, QuickBooks UK, QuickBooks Australia, QuickBooks South Africa, and most European Union versions of QuickBooks.
• Connex works with Google Chrome, Mozilla Firefox, and Microsoft Edge. To check to see if your browser is supported, please see: What browsers is Connex compatible with?
• Connex is compatible with most remote desktop, server, and hosted environments. These include Windows Server 2015 (or higher) and services such as Ace Cloud Computing and RightNetworks. For more information, please see: Does Connex work with servers, remote desktops, or hosted environments

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