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Frequently Asked Questions

Frequently Asked Questions

Discover frequently asked questions regarding topics not otherwise covered.

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

My QuickBooks Online Sync Fails to Work

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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?

What is the Connex IP address?

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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?