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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

What is Connex for QuickBooks Desktop?

Getting Started with Connex Desktop

Connex for QuickBooks Desktop Prerequisites

Getting Started with Connex for QuickBooks Desktop: Start Here

Getting Started with Connex Desktop: Account Registration

Getting Started with Connex Desktop: Add a New Integration

Getting Started with Connex Desktop: Pair the Web Connector

Getting Started with Connex Desktop: Configuration Wizard

Getting Started with Connex Desktop: Intro to the Dashboard

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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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Inventory Sync

How do I sync inventory adjustments from QuickBooks?

How Inventory Syncing Works

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?

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?

Can I map the quantity that can build as the stock level?

How do I filter inventory by site from QuickBooks Desktop?

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Orders

Can Connex mark sales as to be emailed?

Can I use the billing address from QuickBooks as the order billing address?

Can I sync checks, if I sync refunds?

What transaction types are supported with QuickBooks desktop?

How do I sync automatically with QuickBooks Desktop?

How do I manually sync sales to QuickBooks Desktop?

How does Connex for QuickBooks Desktop sync refunds?

Can I sync a summary order longer than a day?

Can Connex Desktop void unpaid invoices?

How do I use the "next available number" in QuickBooks?

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

How do I map order templates to QuickBooks Desktop?

How do I map merchant fees for QuickBooks Desktop?

How does Connex map classes?

Can I add the phone number to an address?

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?

How should I handle gift cards in QuickBooks Desktop?

Can I mark orders as pending?

Error: This feature is not enabled or not available in this version of QuickBooks.

Can I close a sales order with an invoice?

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Price Levels

How do I use the price level in QuickBooks?

Products

Do you support product names with colons?

Do you support assembly items?

Grouped Items Support

What are the best practices to sync products with QuickBooks?

Can I map order items to the QuickBooks barcode field?

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

In QuickBooks Desktop, how does Connex match products?

Can I sync products from QuickBooks Desktop?

Can Connex build assemblies?

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Purchase Orders

Can I sync purchase orders from sales?

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

Sales Tax

Can I map the item sales tax and tax code for new customers?

Do you support QuickBooks grouped tax codes?

How do I integrate Avalara?

How should I map tax?

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

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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Sync Orders from QuickBooks Desktop

How do I manually sync orders from QuickBooks?

How does the company and customer name map from QuickBooks Desktop?

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

How do I sync shipping methods from QuickBooks to my shipping solution?

How do I map an address with attention in it?

How do the fields map, if orders are updated in QuickBooks?

How do I preview orders syncing from QuickBooks?

Sync Orders from QuickBooks Desktop to ShipStation

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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Unit of Measure

How do I sync the unit of measure from QuickBooks to my website?

How does Connex map unit of measure?

Web Connector

The internals could not be locked. They are in use by another user.

How do I sync automatically on multiple machines?

How do I turn off the web connector reminders?

What is the QuickBooks Web Connector?

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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Web Connector 3.0

How do I manually sync with web connector 3.0?

How do I auto sync with web connector 3.0?

For web connector 3, what versions of QuickBooks are supported?

What are the differences between the QuickBooks Web Connector 3.0 and previous versions?

How do I uninstall Connex Desktop, using web connector 3.0?

How do I pair using the new Web Connector (3.0)?

Does web connector 3.0 support syncing when the file is closed?

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