Connex for QuickBooks Desktop User Guide
Connex for QuickBooks Online User Guide
Frequently Asked Questions
Integrations Help Guide
Rules Engine Guide
General Troubleshooting Guide
QuickBooks Point of Sale (POS) - ARCHIVED
Integration Guides (No Longer Supported)
Getting started with BigCommerce
Sync orders to QuickBooks and sync inventory changes from QuickBooks.
What functions does your software perform?
Here is a demo:
How do I pair the systems?
Here is a demo:
Our software can be installed through API accounts area in Bigcommerce. Here are the steps:
- Login to your BigCommerce store.
- On the left, click advanced settings.
- Scroll down and click API accounts.
- Click create API account.
- Select create V2/V3 API token.
- In the name field, enter Connex.
- You will see options that say none, read-only, or modify. Give read only access to all areas and modify access to order and product. If asked to choose between none and modify, select modify. Connex should have at least read only access to all areas of your site.
- Click Save.
- A file will download with the credentials. Open file to obtain credentials to enter into Connex. Copy the API Path and Access Token to Notepad to reference later.
- In Connex, click Add New Connection.
- Fill in the API Path and Access Token. Note, Client ID/Secret is unused. In the Connection Name field, enter the URL of your BigCommerce website.
Do you support bundled items?
Our software can sync bundles in two ways:
- You can sync just the parent item to QuickBooks. If you use QuickBooks bundled items, this is the recommended and default setting. Here is an example bundled item:
- You can sync the sub items only to QuickBooks. This setting is ideal, if QuickBooks has no bundled item. Here is how the sale would appear, if you just sync sub items:
To enable syncing individual items, follow these steps:
- Login to our software.
- Click manage.
- Expand orders.
- Expand sync orders to QuickBooks.
- Expand advanced transaction.
- Select 'Sync bundle sub items to QuickBooks'. Leave unchecked if you use grouped items in QuickBooks.
Do you sync refunds?
Yes, our tool syncs partial and full refunds from BigCommerce.
How do the fields map between BigCommerce and QuickBooks?
To view a diagram, click here.