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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

Can Connex update customers in QuickBooks Desktop?

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 Site

Why does QuickBooks say unspecified site?

Does Connex support lot and bin numbers?

How do I map the inventory site field via Rules Engine?

Inventory Sync

What types of inventory changes do you support?

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 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

How does Connex format the address when syncing orders into QuickBooks?

Can I add a subtotal line?

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?

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?

Can I add the phone number to an address?

How do I filter sales to QuickBooks?

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.

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Price Levels

How do I use the price level in QuickBooks?

Products

Can I match QuickBooks Desktop products using a QuickBooks custom field?

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?

Refunds

If I create a credit memo or refund receipt, is the quantity returned?

Can Connex create a credit for an unpaid invoice?

How does Connex Desktop refunds affect QuickBooks reports

How does Connex for QuickBooks Desktop sync refunds?

Sales Tax

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?

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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Sales Orders

Why Does My Sales Order Sales Tax Item Remain Open?

How do I close the sales order, if the order has shipped?

How do I stop syncing payments, if I close sales orders with invoices?

If the invoice is created at a later date, will Connex close the sales order?

Can I just create sales orders and invoices without payments?

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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?

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

How do I sync automatically on a remote server with multiple users?

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

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 computer/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

Connex is unable to connect to your QuickBooks. Please turn the machine on, log into QuickBooks as the user who paired Connex, and open the company file.

How do I switch back to Web Connector version 2.3 after trying Web Connector 3.0 Beta?

How do I pair using the new Web Connector 3.0?