Getting Started with Connex Desktop: Add a new integration

How to add a connection to your Connex account

Getting Started with Connex Desktop: Add a new integration

To get started, login to Connex. On the dashboard, click Add a New Connection to begin the setup process.

Add a new integration steps

You'll see a series of getting started expectations to prepare you for what's next. Click the blue Next button to proceed.

1. Click in the Solution Name field and choose from the list the integrate you wish to setup. Notice that once selected, a handy instructions guide will appear on screen with integration-specific instructions.

2. Click read instructions to launch the integration-specific guide.

  Integration Instructions

In case you missed it or closed the pop-up by mistake, don't worry: you can find all integration help guides by clicking here.

Now that Connex is paired with the chosen integration, the next step is to pair Connex with QuickBooks via the Web Connector.

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