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Frequently Asked Questions

Frequently Asked Questions

Discover frequently asked questions regarding topics not otherwise covered.

Account Management FAQ

What is the maximum number of selling channels I can add?

I am a starter or growth subscriber. How do I upgrade?

What are legacy benefits in 2022?

What is the new pricing users for starter and growth users?

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

Onboarding & Set-up Overview

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 your 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

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?