This article guides you through the Connex for QuickBooks Online Install Wizard after you have paired your e-commerce platform with Connex. To ensure you have the proper accounts and prerequisites in QuickBooks Online enabled, please click here for step one.
Select the direction in which you wish to sync data. Options may include:
- Sync Orders to QuickBooks Online from your e-commerce platform (this is the default behavior of Connex).
- Sync Inventory from QuickBooks Online to your e-commerce platform and sync orders. This setting enables the Inventory Sync feature.
- Sync Orders and new products to QuickBooks Online from your e-commerce platform. This setting enables the Product Feed feature.
Once you have selected a sync direction, please click Next.
This step configures how you would like map transactions to QuickBooks. Here, you can select the transaction type for your order, map a Class to your orders, and enable Location and Term mapping. Once you have selected the desired settings, click Next.
You can create estimates, sales orders, invoices, payments, and sales receipts for each order. You may not create sales receipts for some orders and invoices for others. If you choose Invoices only (Payments if Paid) as the transaction type, a payment is created if the invoice has a $0 balance in your order management system. This setting is ideal if your company performs COD or check payments. Invoices and payments will create an invoice and payment regardless of the invoice's balance.
The next step in the Install Wizard controls how customers appear in QuickBooks Online. Connex allows users to map customers and products between their e-commerce solution and QuickBooks Online. For more details, please see our customer matching article.
This important step dictates how you wish to match accounts to QuickBooks Online. Except for the A/R (Accounts Receivable) and Order Deposit Account, Connexr uses these accounts to create orders and new products in QuickBooks Online. This data is generated from your QuickBooks Online Chart of Accounts. You can easily change these accounts on a per product basis. For step by step instructions, see this article.
Please select the appropriate account for each setting. Upon completion, click Next.
By default, the integration will export orders to QuickBooks from the date of install going forwards. To change the initial sync dates, you can change the date range within this step. Please note our date format is MM/DD/YYYY. If your e-commerce solution supports order statuses, you may set Connex to sync orders via a specific status, choose which store(s) from which to sync, and add an Order Prefix and/or Suffix. To proceed to the next step, click Next.
If you collect sales tax or VAT and have these codes set-up in QuickBooks Online to map, click the box next to "Map QuickBooks tax codes." There are two steps for mapping tax: (1) adding tax codes to QuickBooks Online and (2) assigning them to states in Connex. If you use a 3rd party service to manage sales tax or you do not collect sales tax, click the box for "Add tax as a line item."
For more details, please see our sales tax instructions. Upon completion, click Next to proceed.
Connex matches the product SKU from your e-commerce platform to the QuickBooks online item name field. Matching the product SKU and QuickBooks Online item name is the recommended way to match products using Connex. For more info on how we match SKUs, read this guide.
If your business does not track inventory, is a service-based business or you drop ship, click the box for "Create Non-inventory Items."
Finally, by default Connex will create a new product if it cannot find a match. You can tell Connex to log creating new products or fail to sync if products are missing. If the sync fails, you can tell Connex how to map these products.
Although we recommend adding fees in bulk, you can add merchant or seller fees to each order. Enter the name of the item to take the fees. Connex will create the item, but you can specify a specific item in QuickBooks Online whose income account is Cost of Goods Sold.
Select the Activate License button in the left nav area. You will be prompted to enter the billing email address you used to purchase your subscription on our web store: https://store.jmawebtechnologies.com. Your configuration settings remain intact. If you are a 14-day Free Trial user, click Next.
How did you hear about us? Please take a moment and let us know how you heard about Connex. We appreciate it!
Finally, click Next one last time and you will be ready to sync. Please note that any of the above settings are not "locked" and may be changed anytime by logging into your Connex account.