Getting Started with Connex Online

For QuickBooks Online, how do I sync with multiple company files?

Set up Connex Online to support multiple QuickBooks Online company files for easy management via a single Connex Online account.

Problem

You have multiple QuickBooks company files under a single QuickBooks user. You need to pair different company files and different selling channels.

Description

Here is an example workflow:

  1. You have a Test UK and a Test USA company.
  2. The Test UK needs an Amazon.
  3. The Test USA needs eBay and ShipStation.

Solution

Add multiple files

Here are the steps:

  1. Login to Connex.
  2. On the top right, click your name.
  3. Click add companies.
  4. Click the connect button on the right: 
  5. You will be prompted to choose a file. Click the correct file and finish the wizard.
  6. You will arrive at the my connections page.

You can verify the company file by clicking the person icon and my company. Next, impersonate the user.

Connex only allows one user name and company file. Connex will create a new account for each company that you pair. The user will appear in this format:

QuickBooks Online Accountant Email,QuickBooks Company File ID.

If you visit the Connex my company page, you will see this format:

 

How do I impersonate another user?

Here are the steps:

  1. Login to Connex.
  2. Click your name on the top right.
  3. Click add companies.
  4. From the grid on the left, click impersonate:
  5. You will arrive at the Connex dashboard.
  6. Click add connection and add the selling channels.

How do settings work?

Each company file is associated with multiple connections. Each connection has its own settings. If you added an Amazon connection to the test UK file, it would have different settings than the eBay connection on the test USA file.