- Help Center
- Connex for QuickBooks User Guide
- Getting Started with Connex Desktop
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Connex for QuickBooks User Guide
- Connex for QuickBooks Product Overview
- Getting Started with Connex Desktop
- Connex Quickbooks Online
- Customers Matching
- Inventory Site
- Inventory Sync
- Orders
- Price Levels
- Products
- Purchase Orders
- Refunds
- Sales Tax
- Sales Orders
- Sync Orders from QuickBooks Desktop
- Unit of Measure
- Web Connector
- Multicurrency
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Connex Reporting
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Frequently Asked Questions
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General Troubleshooting Guide
- Contact Support
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Login and Performance
- 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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Integrations Help Guide
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Rules Engine Guide
Getting Started with Connex Desktop: Account Registration
To register for a Connex for QuickBooks Desktop account, follow these steps
Open a web browser (preferably Chrome)
Open a web browser and go here: https://www.connexforquickbooks.com/account/register
1. Register for a Connex account
This automatically begins a 14-day free trial. No credit card required. Fill in the required form fields. Connex is a single-user application. Your Connex account will be created for a single-user in your organization.
2. Arrive at the Welcome Page
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
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)