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 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)