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Connex for QuickBooks User Guide
Connex for QuickBooks User Guide
Getting Started with Connex for QuickBooks
Remote Desktop (RDP)
Customers Matching
Inventory Site
Inventory Sync
Multicurrency
Orders
Price Levels
Products
Purchase Orders
Refunds
Sales Tax
Sales Orders
Unit of Measure
Web Connector
Getting Started with Rules
Rules Engine Common Rules
FAQ
Deposit Match
Cost of Goods Sold
Connex Inventory Planner
Product Overview
Account Management
QuickBooks
Amazon
Customers Dashboard
Goals
Installation
Orders Dashboard
Products Dashboard
Frequently Asked Questions
Account Management
Account Transfers
Legal FAQ
Summary Transaction FAQ
Support Policy FAQ
General Troubleshooting Guide
Deposit Match Troubleshooting
QuickBooks Desktop Error Messages
Inventory Troubleshooting
Incorrect Orders Troubleshooting
Sales Tax Troubleshooting
Web Connector Troubleshooting
QuickBooks Online Error Messages
Match Deposit Tool Troubleshooting
Product Matching Troubleshooting
Customer Matching Troubleshooting
Rules Engine
Orders from QuickBooks
Payments Troubleshooting
Missing Orders Troubleshooting
Update Shipping Details Troubleshooting
Connex for QuickBooks Integrations Guide
Amazon
Amazon Settlement Report
Bigcommerce
Magento 2
ShipStation to QuickBooks
From QuickBooks to ShipStation
Shopify
Square
Stripe
WooCommerce
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Help Center
Connex for QuickBooks User Guide
Connex for QuickBooks User Guide
Getting Started with Connex for QuickBooks
Remote Desktop (RDP)
Customers Matching
Inventory Site
Inventory Sync
Multicurrency
Orders
Price Levels
Products
Purchase Orders
Refunds
Sales Tax
Sales Orders
Unit of Measure
Web Connector
Getting Started with Rules
Rules Engine Common Rules
FAQ
Deposit Match
Cost of Goods Sold
Connex Inventory Planner
Product Overview
Account Management
QuickBooks
Amazon
Customers Dashboard
Goals
Installation
Orders Dashboard
Products Dashboard
Frequently Asked Questions
Account Management
Account Transfers
Legal FAQ
Summary Transaction FAQ
Support Policy FAQ
General Troubleshooting Guide
Deposit Match Troubleshooting
QuickBooks Desktop Error Messages
Inventory Troubleshooting
Incorrect Orders Troubleshooting
Sales Tax Troubleshooting
Web Connector Troubleshooting
QuickBooks Online Error Messages
Match Deposit Tool Troubleshooting
Product Matching Troubleshooting
Customer Matching Troubleshooting
Rules Engine
Orders from QuickBooks
Payments Troubleshooting
Missing Orders Troubleshooting
Update Shipping Details Troubleshooting
Connex for QuickBooks Integrations Guide
Amazon
Amazon Settlement Report
Bigcommerce
Magento 2
ShipStation to QuickBooks
From QuickBooks to ShipStation
Shopify
Square
Stripe
WooCommerce
Connex for QuickBooks User Guide
How to get started and manage existing connections on Connex for QuickBooks!
Getting Started with Connex for QuickBooks
Connex for QuickBooks Desktop Prerequisites
Connex for QuickBooks Online Prerequisites
Getting Started with Connex for QuickBooks: Overview
Getting Started with Connex for QuickBooks: Account Registration
Getting Started with Connex for QuickBooks: Add a New Integration
Getting Started with Connex Desktop: Pair the Web Connector
Getting Started with Connex for QuickBooks: Configuration Wizard
Getting Started with Connex for QuickBooks: Intro to the Dashboard
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Remote Desktop (RDP)
Can I pair Connex with QuickBooks desktop on remote server (RDP) or RightNetworks?
How do I sync automatically on a remote server with multiple users?
Customers Matching
How does Connex match my existing QuickBooks customers?
Do you support parent and job customers for QuickBooks?
If a customer is missing from QuickBooks, can I stop the sync?
Does Connex support parent and child customers for QuickBooks Online?
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
Getting Started: How Inventory Syncing Works
What types of inventory changes do you support?
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 do I manually sync inventory from QuickBooks Desktop to my website?
How do I sync the quantity from the QuickBooks inventory site to my selling channel?
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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?
Orders
Can I add a subtotal line?
Can I sync a summary order longer than a day?
How do I manually sync sales to QuickBooks?
How do I use the "next available number" in 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?
Can I use the QuickBooks Online shipping field?
Does Connex for QuickBooks Online work with locations?
How should I handle gift cards in QuickBooks Online?
Can I use the QuickBooks Online Discount Field
Can I sync a summary transaction, based on a payout
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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 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?
Do you support QuickBooks Online bundled items?
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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?
How does Connex sync refunds?
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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 import mulitple tax rules?
How do I map sales tax codes to QuickBooks Desktop?
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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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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
What is the QuickBooks Web Connector?
How should I use the web connector?
How do I pair Connex for QuickBooks Desktop on another computer/machine?
How do I delete connections from the web connector?
How do I sync automatically with QuickBooks Desktop?
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Getting Started with Rules
Getting Started with Rules: What is the rules engine?
Getting Started with Rules: Best Practices
Getting Started with Rules: QuickBooks Mapping
Getting Started with Rules: Selling Channel Mapping Diagrams
Getting Started with Rules: How do I write my first rule?
Getting Started with Rules: Add Multiple Conditions
Getting Started: Mapping One Field to Another With Condition
Getting Started with Rules: Spreadsheets
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Rules Engine Common Rules
Map Product SKU using the Rules Engine
How do I map custom fields to QuickBooks Desktop?
How do I map custom fields from Shopify to QuickBooks?
How can I use a single code for shipping and discounts?
How do I map the tax codes on line items, discounts, and customers?
How do I map the inventory site field via Rules Engine?
Can Connex map classes, using rules?
How do I map custom fields to QuickBooks Online?
Can I map the value of a custom field to a field in QuickBooks?
Can I map custom fields to QuickBooks Desktop line items?
How do I map the QuickBooks Online department or location field?
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FAQ
How do I reconnect my QuickBooks Online account?
How do I find what file I am syncing with QuickBooks Online?
What if there is no help link in the messages log?
What is the Connex IP address?
What is the privacy policy?
What are the Terms and Conditions?
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Deposit Match
Do I need the deposit matching tool, if I create a summary sale?
Getting Started with the Connex Match Deposit Tool
Deposit match tool fails to run automatically
How do I deactivate the deposit matching tool?
How do I match Amazon deposits to QuickBooks sales?
How do I manually sync payouts from Amazon to QuickBooks for match deposits?
How do I manually sync deposits?
How do I match deposits in bulk and with multiple payment processors?
How does the match deposit tool match sales, payments, and refunds?
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Cost of Goods Sold
How do I manage COGS in QuickBooks Desktop?
How do I track cost of good sold in QuickBooks Online?