Connex for QuickBooks Desktop Prerequisites
Before getting started with Connex Desktop - whether via a 14-day free trial or purchasing a subscription - there are a number of important prerequisites to consider. In this article, you'll find everything you need to consider before beginning your journey towards freedom from data entry.
There are a number of things to ensure you are properly set up within your QuickBooks prior to getting started with Connex. Please note that Sync with Connex offers no professional services to help customers set up their QuickBooks. If you're new to QuickBooks and need help setting up your QuickBooks for the first time, please read our recommended accountant page.
You must have QuickBooks Pro, Premier, or Enterprise 2015 or higher.
Chart of Accounts
Your chart of accounts must be fully built out and contain at least one of the following account types:
- Accounts receivable (A/R) account
- Item asset account
- Item income account
- Cost of goods sold (COGS) account
- Discount/refunds given account
- Undeposited funds
Your QuickBooks item list and e-commerce product catalog must match, prior to getting started with Connex Desktop.
Each of your products should have it's own unique SKU. These SKU's must be an exact match, case insensitive, between QuickBooks and the chosen integration. For more information about product matching, please see: How does Connex Desktop match products?
Connex will match customer records using the QuickBooks customer name field. To learn more about his this works, please see: How does Connex Desktop match existing customers?
If your organization uses QuickBooks tax codes, these codes must exist prior to getting started. To learn more about how Connex maps QuickBooks sales tax codes, please see: How does Connex Desktop map sales tax?
You will need admin access to QuickBooks and the supported platforms that you wish to integrate with Connex.
When you're ready to set up Connex Desktop, Login to QuickBooks as Admin, and enable QuickBooks to run in single-user mode. This will enable you to make certain changes to QuickBooks.
Integration Specific Prerequisites
If you are interested in integrating an e-commerce platform such as Magento 2 or WooCommerce your website must have an SSL certificate and be fully built out and developed (launched) prior to getting started. Connex offers no import functionality that will aid in building out your website, populating your product catalog, or web development services.
Connex Desktop works with QuickBooks Pro, Premier, Enterprise, Wholesale and Manufacturing 2015 or higher. In addition, Connex is compatible with QuickBooks Canada, QuickBooks UK, QuickBooks Australia, QuickBooks South Africa, and most European Union versions of QuickBooks. Note that not all versions of QuickBooks (such as QuickBooks Canada) come with the QuickBooks Web Connector pre-installed. As a result, you may need to download the Web Connector (see also: What is the Web Connector?).
Connex is compatible with most remote desktop, server, and hosted environments. These include Windows Server 2015 (or higher) and services such as Ace Cloud Computing and RightNetworks. For more information, please see: Does Connex work with servers, remote desktops, or hosted environments?
Connex is compatible with Windows only. If you use Apple, you can use remote desktop to log into a PC with QuickBooks.