- Help Center
- Connex for QuickBooks Online User Guide
- Sync Orders from QuickBooks Online
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?
- Go to Connex Online Dashboard.
- Click Manage.
- Expand Orders.
- Expand Sync orders From QuickBooks.
- Go to "Sync Orders With Class:" and choose "Sync regardless of class".
- Click Save Settings.
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:
- Go to Connex ruleset.
- Click edit next to the class mapping rule:
- Advance to the conditions step.
- Delete all the rules:
- On the left, click dashboard.
- Next to your connection, click manual sync.
- Adjust the date range.
- 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:
- Delete the class rule at Connex ruleset.
- Go to Connex Online Dashboard.
- Click Manage.
- Expand Orders.
- Expand Sync orders From QuickBooks.
- Go to "Sync Orders With Class:" and choose the class you would like to be listed in your orders in QBO for us to sync them.
- Click Save Settings.
IMPORTANT:
You must have QuickBooks Online Pro or Advanced to enable Class tracking.