- Help Center
- Connex for QuickBooks User Guide
- Getting Started with Connex for QuickBooks
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Connex for QuickBooks User Guide
- Getting Started with Connex for QuickBooks
- Remote Desktop (RDP)
- Customers Matching
- Inventory Site
- Inventory Sync
- Multicurrency
- Orders
- Price Levels
- Products
- Purchase Orders
- Refunds
- Sales Tax
- Sales Orders
- Unit of Measure
- Web Connector
- Getting Started with Rules
- Rules Engine Common Rules
- FAQ
- Deposit Match
- Cost of Goods Sold
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Connex Inventory Planner
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Frequently Asked Questions
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General Troubleshooting Guide
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Match Deposit Tool Troubleshooting
- Product Matching Troubleshooting
- Customer Matching Troubleshooting
- Rules Engine
- Orders from QuickBooks
- Payments Troubleshooting
- Missing Orders Troubleshooting
- Update Shipping Details Troubleshooting
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Connex for QuickBooks Integrations Guide
Getting Started with Connex for QuickBooks: Account Registration
To register for a Connex for QuickBooks account, follow these steps
1. Start a free trial
Visit our website and pick a plan. Register for an account and add your credit card. When the trial expires, Connex will charge your first payment.
https://connexforquickbooks.com/Identity/Account/Register
2. Arrive at the Welcome Page
If you are a QuickBooks Desktop user, verify that you have access to your QuickBooks company file by logging into QuickBooks as the Admin in single-user mode. Verify that you are using QuickBooks Pro, Premier, Enterprise 2015 or higher For QuickBooks Online, your QuickBooks is already paired. Here is the welcome page:
You are now ready to move onto choosing a new integration or connection to your Connex account.
🔷 Next Step: Add a New Integration (Step 2)