How do I sync sales manually to QuickBooks?

Introduction

Connex for QuickBooks can import historical orders by using a date range or a comma separated list of order numbers.  When using the date range, you must keep the date span to thirty days. If you use QuickBooks Pro, Premier, or Enterprise, you must run your Web Connector.

QuickBooks Online users have no Web Connector to sync, meaning the queued sales will sync automatically within a few minutes.

How do I sync certain sales?

Here are the steps:

  1. Login to Connex.
  2. At the Connex Dashboard, select the Manual Sync button for the selling channel you wish to sync.

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  3. Select a date range in the pop-up window or enter a comma separated list of specific order numbers to sync. Click the Sync Now button.

manual_sync_popup_window.png

If you use QuickBooks Online, the sync will happen shortly. If you use QuickBooks Desktop, then you must run your web connector:

  1. In QuickBooks, go to file > update web services
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  2. In the web connector dialog box, check the box next to Connex and click update selected:
    mceclip2.png

Can I see a log of activity?

Login to Connex. View your Dashboard Orders and Errors windows for syncing activity.

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