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Connex for QuickBooks User Guide

Connex for QuickBooks User Guide

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

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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Connex Quickbooks Online

What is Connex for QuickBooks Online?

Connex for QuickBooks Online Prerequisites

Getting Started with Connex Online: Start Here

For QuickBooks Online, how do I sync with multiple company files?

Getting Started with Connex Online: Add a New Integration

Getting Started with Connex Online: Intro to the Dashboard

How do I format addresses, if I sync sales from QuickBooks Online to ShipStation?

Can I use the QuickBooks Online shipping field?

Do you support QuickBooks Online bundled items?

Does Connex for QuickBooks Online work with locations?

How should I handle gift cards in QuickBooks Online?

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Customers Matching

Do you support customer types?

Do you support parent and job customers for QuickBooks Desktop?

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

How does Connex match my existing QuickBooks Desktop customers?

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

Does Connex support parent and child customers for QuickBooks Online?

For QuickBooks Online, can I match customers by email address?

How does Connex match QuickBooks Online customers?

What are the best practices with customers?

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Inventory Site

Does Connex support lot and bin numbers?

Why does QuickBooks say unspecified site?

Inventory Sync

Can I sync the quantity available?

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

Can Connex perform an initial sync of inventory?

How Inventory Syncing Works

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

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

How do I filter inventory by site from QuickBooks Desktop?

What types of inventory changes do you support?

How do I track cost of good sold in QuickBooks Online?

How do I test syncing inventory updates from QuickBooks Online?

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Orders

Can I add a subtotal line?

Can Connex mark sales as to be emailed?

Can I sync a summary order longer than a day?

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

How do I sync automatically with QuickBooks Desktop?

How do I manually sync sales to QuickBooks?

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

How do I map merchant fees for QuickBooks Desktop?

How do I filter sales to QuickBooks?

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

How should I handle gift cards in QuickBooks Desktop?

What transaction types are supported with QuickBooks desktop?

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Price Levels

How do I use the price level in QuickBooks?

Products

Can I map order items to the QuickBooks barcode field?

Can I sync products from QuickBooks Desktop?

Can Connex build assemblies?

Do you support assembly items?

Grouped Items Support

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

In QuickBooks Desktop, how does Connex match products?

What are the best practices to sync products with QuickBooks?

In QuickBooks Online, how does Connex for QuickBooks match products?

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

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

My inventory and cost of goods sold exists in Shopify. How do I sync to QuickBooks?

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Purchase Orders

Can I sync purchase orders from sales?

Refunds

How does Connex match multiple refunds on the same order?

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?

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

Can I use the QuickBooks Online Discount Field

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Sales Tax

Can I add tax as a line item?

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 map sales tax codes to QuickBooks Desktop?

How do I import mulitple tax rules?

How do I map non-taxable codes?

How do I set-up VAT?

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Sales Orders

Can I just create sales orders and invoices without payments?

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?

Why Does My Sales Order Sales Tax Item Remain Open?

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Sync Orders from QuickBooks Desktop

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

How do I manually sync orders from QuickBooks?

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

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

How does Connex map shipping methods for QuickBooks Desktop?

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

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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

Can I pair Connex with QuickBooks desktop on remote server?

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

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

How should I use the web connector?

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?

What version of the web connector should I use?

What is the QuickBooks Web Connector?

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Multicurrency

Do you support multi-currency?

How do I map the currency code of the store, instead of what the customer paid?