Help Center
Sync with Connex Home
Connex for QuickBooks User Guide
Connex for QuickBooks User Guide
Connex for QuickBooks Product Overview
Getting Started with Connex Desktop
Connex Quickbooks Online
Customers Matching
Inventory Site
Inventory Sync
Orders
Price Levels
Products
Purchase Orders
Refunds
Sales Tax
Sales Orders
Sync Orders from QuickBooks Desktop
Unit of Measure
Web Connector
Multicurrency
Connex Inventory
ABC Analysis
Accounting Tool Integrations
Amazon Reports
Bundles and Kits
Connex Reporting Product Overview
Dashboard
Forecasting
Goals
Inventory Reports
Notifications
Scenarios
Orders
Purchase Orders
Reorder Point
Selling Channels
Setup
Storage Fees
Troubleshooting
Frequently Asked Questions
Account Management
Account Transfers
Connex Functionality FAQ
Legal FAQ
QuickBooks FAQ
Summary Transaction FAQ
Support Policy FAQ
QuickBooks Online FAQ
General Troubleshooting Guide
Contact Support
Deposit Match Troubleshooting
QuickBooks Desktop Error Messages
Inventory Troubleshooting
Incorrect Orders Troubleshooting
Sales Tax Troubleshooting
Web Connector Troubleshooting
QuickBooks Online Error Messages
Login and Performance
Match Deposit Tool Troubleshooting
Product Matching Troubleshooting
Customer Matching Troubleshooting
Rules Engine
Orders from QuickBooks
Payments Troubleshooting
Missing Orders Troubleshooting
Update Shipping Details Troubleshooting
Upgrading QuickBooks
Integrations Help Guide
Amazon
Amazon Settlement Report
Bigcommerce
Magento 2
Match Deposit Tool
ShipStation
Shopify
Square
Stripe
WooCommerce
Rules Engine Guide
Rules Engine Overview
Common Rules
Rules Engine Mapping Customer Data
Rules Engine Mapping Order Data
Rules Engine Mapping Products
Back to home
Help Center
Connex for QuickBooks User Guide
Connex for QuickBooks User Guide
Connex for QuickBooks Product Overview
Getting Started with Connex Desktop
Connex Quickbooks Online
Customers Matching
Inventory Site
Inventory Sync
Orders
Price Levels
Products
Purchase Orders
Refunds
Sales Tax
Sales Orders
Sync Orders from QuickBooks Desktop
Unit of Measure
Web Connector
Multicurrency
Connex Inventory
ABC Analysis
Accounting Tool Integrations
Amazon Reports
Bundles and Kits
Connex Reporting Product Overview
Dashboard
Forecasting
Goals
Inventory Reports
Notifications
Scenarios
Orders
Purchase Orders
Reorder Point
Selling Channels
Setup
Storage Fees
Troubleshooting
Frequently Asked Questions
Account Management
Account Transfers
Connex Functionality FAQ
Legal FAQ
QuickBooks FAQ
Summary Transaction FAQ
Support Policy FAQ
QuickBooks Online FAQ
General Troubleshooting Guide
Contact Support
Deposit Match Troubleshooting
QuickBooks Desktop Error Messages
Inventory Troubleshooting
Incorrect Orders Troubleshooting
Sales Tax Troubleshooting
Web Connector Troubleshooting
QuickBooks Online Error Messages
Login and Performance
Match Deposit Tool Troubleshooting
Product Matching Troubleshooting
Customer Matching Troubleshooting
Rules Engine
Orders from QuickBooks
Payments Troubleshooting
Missing Orders Troubleshooting
Update Shipping Details Troubleshooting
Upgrading QuickBooks
Integrations Help Guide
Amazon
Amazon Settlement Report
Bigcommerce
Magento 2
Match Deposit Tool
ShipStation
Shopify
Square
Stripe
WooCommerce
Rules Engine Guide
Rules Engine Overview
Common Rules
Rules Engine Mapping Customer Data
Rules Engine Mapping Order Data
Rules Engine Mapping Products
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
See more
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?
See more
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?
See more
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?
See more
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?
See more
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?
See more
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
See more
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?
See more
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?
See more
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
See more
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?
See more
Multicurrency
Do you support multi-currency?
How do I map the currency code of the store, instead of what the customer paid?