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Connex for QuickBooks Desktop User Guide

Connex for QuickBooks Desktop User Guide

How to get started and manage existing connections on Connex for QuickBooks Desktop!

Connex for QuickBooks Product Overview

Connex for QuickBooks Desktop Prerequisites

What is Connex for QuickBooks Desktop?

Connex for QuickBooks Desktop Help Guide

Getting Started with Connex Desktop

Getting Started with Connex Desktop: Account Registration

Getting Started with Connex Desktop: Pair the Web Connector

Getting Started with Connex Desktop: Add a new integration

Getting Started with Connex Desktop: Configuration Wizard

Getting Started with Connex Desktop: Intro to the Dashboard

Recommended Hosting Solution for QuickBooks Desktop: Ace Cloud Hosting

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Orders

How do I map a sales rep on QuickBooks Desktop orders?

What transaction types are supported with QuickBooks desktop?

Can Connex Desktop void unpaid invoices?

Can Connex Close a Sales Order with an Invoice?

How do I use the next number from QuickBooks

Connex Desktop: Summary Transaction

The currency of the account must be either in home currency or the transaction currency

Sync a large number of orders using the Connex Database

How do I map order templates to QuickBooks Desktop?

How does Connex for QuickBooks Desktop sync refunds?

How do I manually sync sales to QuickBooks Desktop?

How do I map merchant fees for QuickBooks Desktop?

How does Connex map classes?

QuickBooks Desktop Price Level Support

Connex Desktop: Summary Transaction

In Connex, can I rollback the sync and delete orders?

How do I sync automatically with QuickBooks Desktop?

Can I add the phone number to an address?

How do I manually sync purchase orders from my website to QuickBooks?

How do I filter sales to QuickBooks?

Can I add an order prefix to the order number?

How do I map the ship via or ship method field in QuickBooks?

Can I deposit a credit memo into QuickBooks Desktop Undeposited Funds?

What if the order total in QuickBooks Desktop and my website are different?

How should I handle gift cards in QuickBooks Desktop?

Can I mark orders as pending?

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Sync Orders from QuickBooks Desktop

How do I preview orders syncing from QuickBooks?

Sync Orders from QuickBooks Desktop to ShipStation FAQ

For QuickBooks Desktop, how do I sync an order from QuickBooks to my selling channel?

Can I ship orders from QuickBooks and update my website?

For QuickBooks Desktop, how should I format an address?

How does Connex map shipping methods for QuickBooks Desktop?

For QuickBooks Desktop, how do I sync different transaction types from QuickBooks?

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Sales Tax

How do I integrate Avalara?

How should I map tax?

How do I map the tax code when adding new customers?

How do I remove tax from an order?

How do I set up VAT with QuickBooks Desktop?

How do I map the tax codes on line items, discounts, and customers?

Can I add tax as a line item?

How do I map sales tax codes to QuickBooks Desktop?

How do I import mulitple tax rules?

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Products

How Inventory Syncing Works

Grouped Items Support

What are the best practices to sync products with QuickBooks?

Can I map order items to the QuickBooks barcode field?

How does Connex map unit of measure?

For the product mapping tool, how do I upload products from QuickBooks?

How do I modify sales, discount, and COGS accounts for new products?

Can I stop syncing orders if products are missing from QuickBooks?

Can a product have two income accounts?

In QuickBooks Desktop, how does Connex match products?

Can I sync products from QuickBooks Desktop?

How do I map inventory assembly items to QuickBooks?

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Inventory Sync

How do I manually sync inventory from QuickBooks Desktop to my website?

Can Connex perform an initial sync of inventory?

How do I map the inventory site field?

For an initial sync of inventory, can I upload a spreadsheet to Shopify?

Does Connex support lot and bin numbers?

How do I test syncing inventory to my website from QuickBooks Desktop?

Can I sync the quantity available?

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Customers Matching

For QuickBooks Desktop, can I match customers by name and then email?

Do you support customer types?

If a customer is missing from QuickBooks, can I stop the sync?

Do you support parent and job customers for QuickBooks Desktop?

How does Connex match my existing QuickBooks Desktop customers?

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Web Connector

What is the QuickBooks Web Connector?

How do I setup a new pairing file?

How should I use the web connector?

Can I pair multiple QuickBooks Desktop Company Files with Connex Desktop?

What version of the web connector should I use?

How do I pair Connex on Ace Cloud Hosting?

How do I pair Connex for QuickBooks Desktop on another machine?

How do I delete connections from the web connector?

Can I pair Connex with QuickBooks desktop on remote server?

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