How do I update my credit card information?

Introduction

Credit card updates are processed through our syncing software, instead of our online store located at store.syncwithconnex.com. If you use QuickBooks Online, update your credit card by logging into Connex for QuickBooks Online. For QuickBooks Desktop users, login to Connex for QuickBooks Desktop. 

How do I update my credit card?

By updating your card, you are charged twice. One time to ensure the card works and once for your next monthly payment. If the current month was May and you updated your card, then the next payment is due in July.

To update your card, here are the steps:

  1. Login to Connex for QuickBooks Online or Connex for QuickBooks Desktop, depending on your QuickBooks version.
  2. On top, click your name or email and a drop down menu will appear.
  3. Click update credit card.
  4. Complete the form.

If my account was deactivated, how do I resync?

Please read this guide.

I need to send the invoices and failed credit card notifications to another email. Is this possible?

A staff member must transfer your billing account:

  1. Register for a new account on our store.
  2. Contact us and send the new user name. Send your Connex for QuickBooks user name. A staff member will contact you, once the transfer is complete.

I am charged monthly and I no longer want to deal with monthly, failed payments. Can I just pay annually?

Yes, you can upgrade to an annual plan.

  1. Login to Connex for QuickBooks Online or Connex for QuickBooks Desktop, depending on your QuickBooks version.
  2. On top, click your name or email and a drop down menu will appear.
  3. Select upgrade plan.
  4. From the wizard, choose upgrade plan.
  5. Choose an annual plan.

 

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