How do I modify sales, discount, and COGS accounts for new products?

Introduction

Out of box, Connex will make no new products. If you enable create new under the products > missing products section, Connex will create them.

Should Connex make new products?

If non-inventory or service, then yes. If inventory, it should make no new items. Instead, map to existing items. For more info, read this guide.

How do I change the accounts?

If Connex is making new products and you want to change the accounts Connex uses, follow these steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand orders.
  4. Expand new order and product accounts.
  5. Adjust the accounts: mceclip0.png

My accounts are missing. What's wrong?

You need to refresh the list. Read this guide.

How do these accounts map to QuickBooks?

Here is a screenshot:

mceclip1.png

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