Connex for QuickBooks Desktop and Connex for QuickBooks Online allow you to upload a spreadsheet, map fields to QuickBooks, and sync sales. Connex l import any missing customers and products.
What are the advantages of using a spreadsheet?
Here are some advantages:
- Some ordering solutions only allow to pull one order at a time. Spreadsheets have all the necessary information. It is quick and easy to sync large amounts of data.
- You can add a custom ordering solution without having to write code. It is time and cost effective to integrate spreadsheets.
Do you have an example spreadsheet?
In this tutorial, we will use this spreadsheet.
Can I sync expenses and add COGS?
Yes, you can upload a spreadsheet. Please read this guide.
Can I add multiple connections?
Yes, you can add multiple connections that allows for different settings. One spreadsheet might use a price list, while another uses regular pricing. At the Connex or Connex my connections page, change the connection name as http://www.spreadsheet2.com. Each different connection has its own settings.
How do I group multiple lines into a single order?
Add a column called order number. If the order numbers are identical, Connex will merge the lines into a single order. During the mapping process, map the order number field.
How do I implement this solution?
Here are the steps:
- Login to Connex for QuickBooks
- At the my connections page, select spreadsheet under add a new connection.
- Click sync now.
- Go through the install wizard.
- When you reach the complete page, go to the mapping page.
- You will see two forms. Save your spreadsheet as a CSV and use the first form to map fields.
- Map the fields as this spreadsheet describes.
- Go back to the upload page.
- Upload the sheet into the second form.
- You will see a screen with queued orders. Run your web connector to pull them down.
Here is the order that synced.
How do I map custom fields?
We will implement custom fields for QuickBooks Online for a future release. Please contact us.
In QuickBooks, you can create user defined fields or change an existing field's label. For QuickBooks Desktop users, we recommend using the QuickBooks FOB, other, or the project fields. For more info, please read this guide.
To map one of these fields, go to the spreadsheet field mapping page. As the field to map, choose order other, order FOB, or order project.
If you use a QuickBooks custom field, follow these steps:
- You need to map the spreadsheet value to order other, FOB, or project first.
- Go to the Connex rules page.
- In this example, we mapped the other field. Here is the rule.
After I create the mappings, how do I upload future transactions?
- Login to Connex .
- At the my connections page, select SpreadSheet under existing connections.
- Click configure:
- On the left, click upload spreadsheet:
- In the second form, upload the sheet: