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

How to use a spreadsheet to upload products

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.

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