Connex Quickbooks Online

Does Connex for QuickBooks Online work with locations?

You can add a drop down to each QuickBooks sale to group orders. 

How do I activate locations and change their label?

You can change the location field label to say division, department, or business. Here are the steps:

  1. In QuickBooks, go to the gear box.
  2. Click account and settings.
  3. On the left, click advanced.
  4. Click categories.
  5. Check track locations.
  6. Change the label field:

What label can a location have in QuickBooks?

Here is a full list:

  • Business
  • Department
  • Division
  • Location
  • Property
  • Store
  • Territory

How do I map fields to location?

In this example, we will map the ShipStation selling channel name as the location:

  1. Login to Connex.
  2. Click rules > my rules on the left.
  3. Click add new rule.
  4. Choose start from scratch.
  5. As the action, choose map order location.
  6. In comparison, enter these values: selling channel, map all.
  7. Leave map to blank.
  8. Finish the wizard.

How do I pull a report of sales by location?

Here are the steps:

  1. In QuickBooks, click reports on the left.
  2. In the search field, enter location.
  3. Select sales by location summary or detail.

You will see a list of sales grouped by location. Here is an example sales by summary report: