We recommend pairing Connex with a generic email, such as accounting or info, because other users can access your account.
How do I transfer my account?
To transfer your account, follow these steps:
- In QuickBooks, click the gear box on top.
- Click account and settings:
- On the left, click billing & subscription.
- Note the company ID.
- Contact us with the company ID. We will disconnect the old account and email you.
- In QuickBooks, close the account and settings screen.
- In QuickBooks, click the gear on top.
- Click manage users on the left.
- On the right, click add user.
- On the next screen, select company admin.
- Complete the contact info form.
- Confirm the user.
- Sign into QuickBooks Online.
- Login to Connex using this URL.
- If prompted, click the green connect to QuickBooks button and follow the on-screen instructions to pair QuickBooks.
- Email us with the new email that you paired. A staff member will transfer your account.