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Frequently Asked Questions

Frequently Asked Questions

Discover frequently asked questions regarding topics not otherwise covered.

My QuickBooks Online Sync Fails to Work

Account Management

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

How do I view my invoice history and update my credit card?

How are selling channels billed?

How do I re-connect Connex with QuickBooks Online?

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?

How do I change the URL associated with my connection?

What are the plan levels for 2022?

Getting Started with Connex Online: Account Registration

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Account Transfers

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

Can I back-up my settings?

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

Demo: Intro to the Dashboard (video)

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

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

How does the automatic sync work

How do I filter sales by selling channel?

How do I change the deposit account on an order?

Is Connex secure?

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

How does Connex sync refunds?

What browsers are Connex compatible with?

Where can I see a log of activity?

What versions of QuickBooks does Connex work with?

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Legal FAQ

Service Level Agreement

What is the cancellation and refund policy?

What are the Terms and Conditions?

What is the privacy policy?

QuickBooks FAQ

Character limitations for fields in QuickBooks Online

Character limitations for fields in QuickBooks Desktop

Recommended Hosting Solution for QuickBooks Desktop: Ace Cloud Hosting

Should I sync historical sales?

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

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Summary Transaction FAQ

Can I sync a summary transaction, based on a payout

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?

Support Policy FAQ

What is your scope of work?

What is your screenshare support policy?

QuickBooks Online FAQ

How do I reconnect my QuickBooks Online account?