For the product mapping tool, how do I upload products from QuickBooks?

Can I use autocomplete?

Connex has no direct connection to QuickBooks Desktop. If you use our product mapping tool, you can upload a spreadsheet of products. When you map a missing product, you will see an autocomplete suggestion.

How do I upload the sheet?

Follow these steps:

1. Log into QuickBooks.
2. On top, click lists > item list.
3. On the bottom, click excel.
4. Export all items:
   
5. On the next screen, click export and select create comma separated CSV file.
6. The sheet should contain a column called item name or item number. Here is an example sheet.
7. Log into Connex.
8. On the left, click products > upload products.
9. Upload the sheet.

If you experience errors, contact us and send us the spreadsheet.