Connex for QuickBooks Desktop User Guide
Connex for QuickBooks Online User Guide
Frequently Asked Questions
Integrations Help Guide
Rules Engine Guide
General Troubleshooting Guide
QuickBooks Point of Sale (POS) - ARCHIVED
Integration Guides (No Longer Supported)
Does Connex integrate with Intuit Merchant Services?
If you use Intuit Merchant Services for payments, QuickBooks can automatically match sales and deposits.
Intuit Merchant Service Set-Up
- In your company file, go to the customers menu.
- Click add payment processing.
- Login to Connex.
- Click manage.
- Expand orders.
- Expand advanced transaction.
- Check enable merchant services integration.
- Click save.
Connex will add the reference number to the QuickBooks merchant services field. Here is an example.
- payment_ref.jpg (300 KB)