For Connex for QuickBooks Online, can I sync orders regardless of class?


Connex for QuickBooks Online filters sales by class. You can easily disable an re-enable this filter.

How do I disable the class filter?

Connex for QuickBooks Online creates a rule, which filers sales by class. A rule can have multiple map from fields. In this case, the rule says if the order has a class and if the class is not ShipStation, then exclude the order. Here are the steps:

  1. Go to Connex ruleset.
  2. Click edit next to the class mapping rule: mceclip0.png
  3. Advance to the conditions step.
  4. Delete all the rules: mceclip1.png
  5. On the left, click dashboard.
  6. Next to your connection, click manual sync.
  7. Adjust the date range.
  8. Click submit.

In a few minutes, check your log for results.

How do I re-enable the class filter?

Once complete, you can reactivate the rule:

  1. Delete the class rule at Connex ruleset.
  2. Go to my connections.
  3. Click manage.
  4. Expand the first area.
  5. Click submit.
  • IMPORTANT: You must have QuickBooks Online Pro or Advanced to enable Class tracking.
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