Getting Started with Connex Online: Account Registration

Getting Started with Connex Online: Account Registration

There are four essential things that need to occur before syncing your first few orders to QuickBooks.

Review Prerequisites

Before adding your first integration, make sure you have everything you need by reviewing the prerequisites.

 

1. Register a Connex account

The first step on your journey to freedom from data entry is to register an account. This automatically begins a 14-day free trial. No credit card required. 

2. Connect your QuickBooks

Once a Connex account is created, you'll be prompted to pair Connex with QuickBooks Online. 

3. Add a new integration

Begin the process of adding an integration to your account and connecting it with Connex. Robust instructions are available to see how to integrate a support platform.

QuickBooks Required Access

To complete these steps, you will need to know the Master Admin username and login for QuickBooks Online (required).

4. Configure the integration

Now it's time to complete the Connex Online configuration guide and set up the newly added integration. Once this is complete, you'll be ready to sync your first order!

Connex Online features a user friendly setup walkthrough that will guide you through each of the steps.

 Sign up for Connex Webinars

Check out our handy on demand Webinars. Learn how Connex works, how to set up, and more! Can't attend? No problem! Each of these webinars is recorded, so go ahead and sign up! We will email you a link to view the recording once the webinar has concluded.

 

Registering a new Connex Online account

By registering a new Connex Online account, this automatically begins a 14-day free trial. No credit card necessary. To get started:

1. Login to the Sync with Connex Free Trial page 

2. From the prompt, Sign in to your QuickBooks Online account.
Note: make sure you use a login that has Admin privilege, preferably the Master Admin.
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Connecting your QuickBooks

When prompted, Choose the company file and click the green connect button. This connects Connex to QuickBooks Online and authorizes access.
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Now you're ready to get started adding your first integration!

 

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