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Frequently Asked Questions

Frequently Asked Questions

Discover frequently asked questions regarding topics not otherwise covered.

Account Management FAQ

How do I re-connect Connex with QuickBooks Online?

What are the plan levels for 2022?

How are selling channels billed?

How do I find what file I am syncing with QuickBooks Online?

How does metered billing work?

How do I find my account information?

How am I billed, if I change my account?

How do I upgrade my account to another pricing tier or buy more orders?

How do I cancel my account?

For QuickBooks Online, can I associate multiple company files and one user?

How do I change the URL associated with my connection?

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Account Transfer FAQ

Can I transfer my account from QuickBooks Desktop to QuickBooks Online?

How do I transfer/update my account login in Connex Desktop?

How do I transfer/update my account login in QuickBooks Online?

Connex Functionality FAQ

How do I disable the sync without deleting my account?

How do I filter sales by selling channel?

Demo: Intro to the Dashboard (video)

What integrations does Connex work with?

Does Connex work with servers, remote desktops, or hosted environments?

Does Connex support two-factor authentication (2FA)?

How do I change the deposit account on an order?

For QuickBooks Desktop, can I have multiple user seats to one account?

Where can I see a log of activity?

Does Connex support my operating system or browser?

What browsers are Connex compatible with?

Can I preview a list of orders before they reach QuickBooks?

What versions of QuickBooks does Connex work with?

Is Connex secure?

Can I back-up my settings?

Is my PC compatible with Connex?

How does Connex sync refunds?

In Connex, can I rollback the sync and delete orders?

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General FAQ

How do you calculate the order count?

Connex General FAQ

Legal FAQ

What is the cancellation and refund policy?

What are the Terms and Conditions?

Service Level Agreement

What is the privacy policy?

What is the Connex IP address?

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Integration FAQ

Is there a list of supported integrations?

Should I use ShipStation or sync with Amazon directly?

Product Mapping FAQ

Can I stop syncing orders if products are missing from QuickBooks?

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

QuickBooks FAQ

Should I sync historical sales?

Can I upgrade QuickBooks?

Character limitations for fields in QuickBooks Online

What are the best practices to reconcile orders in QuickBooks? Should I add fees in bulk?

Character limitations for fields in QuickBooks Desktop

Recommended Hosting Solution for QuickBooks Desktop: Ace Cloud Hosting

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Summary Transaction FAQ

Can I sync a summary transaction, based on a payout

Does the Summary support multiple currencies in the same selling channel?

For a summary transaction, how do I sync more than a day at a time?

How do I sync a summary transaction manually?

How do I sync a summary transaction?

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Customer Matching FAQ

Can I sync all orders under a single customer?

Support Policy FAQ

What is your phone and screenshare support policy?

For new customers, what is the onboarding process?