How does Connex match my existing QuickBooks customers?

Introduction

You can easily place all orders under a single customer of your choosing.

Customer Matching

Here are the available matches:

Customer Matching Setting	Notes	Example
Last Name, First Name	Puts last name, first name into QuickBooks.	Smith, John
First Name Last Name	Puts first name last name into QuickBooks	John Smith
Single Customer 'Web Store'	Adds all orders under a single customer called Web Store. See single name setting to change web store to something else.	Web Store
Company Name First Name Last Name	Adds order underneath the company. If none exists, it tries first name last name.	Microsoft
Company Name Web Store	Adds order underneath the company. If none exists, the system uses Web Store.	Apple
Single Customer Amazon Web Store Id	Adds orders underneath a parent called Amazon Web Store followed by the first 11 characters of the order.	Amazon Web Store: 12345-12345
Store Name	If using ShipStation, ShipWorks, Shopify Multi Store, the system adds orders underneath the order's store.	Amazon
Parent:Job Last Name, First Name	Adds all customers as a job of Web Store. See below to change Web Store to another name.	Web Store:Smith, John
Parent: Company Name SingleName	Adds all company beneath a single customer called web store.	Web Store:ABC Company

Single Name Customer Setting

When you select a single name customer mode, Connex will assume that the single name is Web Store. You must tell our software to put all orders under a single customer. In this case, that customer is called ShipStation:

1. Login to connexforquickbooks.com
2. At the configure page, select single name as the customer mode.
3. On the advanced tab, type in ShipStation as the single name customer
4. Click save and sync.

Here is how an individual order looks and here is how the customer appears.

Does Connex support parent customers?

You can instruct Connex to map a parent customer and a child customer. You could have a company called Connex and a customer called Joe Example. Here are the steps:

1. Login to our software.
2. Click manage.
3. Expand customer.
4. Enter Parent:Company Last Name First Name.

Here is the end result in QuickBooks:

Can I match customers, if their company contains a phrase?

In this example, the order has a company name of ABC, Inc. We will map the order to ABC:

1. Login to Connex.
2. Click manage.
3. Expand customer.
4. Choose company name as the match.
5. Click submit.
6. Go to the Connex rules engine.
7. Add this rule.

How does Connex match companies?

Our system matches the billing address company to the QuickBooks customer name field. We do not match the QuickBooks company field. Here is a screenshot of the QuickBooks customer name field:

Store Name

If you choose store name, here is an example:

Advanced Customer Settings:

Under the Advance Customer tab, you can choose to sync your customers under a Parent option or choose No Parent.

1. Login to Connex, click manage at My Connections. 

2. Expand Advanced Customer 

3. Choose an option from the dropdown