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:
- Login to Connex.
- On the my connections page, Choose your connection and click Manage. (Or as a short cut from the my connections page, expand manually sync an existing connection).
- Choose your connection.
- Complete the form:
- Click save.
If you use QuickBooks Online, the sync will happen shortly. If you use QuickBooks Desktop, then you must run your web connector:
- In QuickBooks, go to file > update web services
- In the web connector dialog box, check the box next to Connex and click update selected:
Can I see a log of activity?
Login to Connex. On the top right, click log. Connex will detail successes and failures.