Getting Started with Connex Desktop: Configuration Wizard

Now that Connex and QuickBooks are paired via the Web Connector, it's time to configure the integration settings.

Getting Started with Connex Desktop: Configuration Wizard

Configuration must be completed before orders can sync to QuickBooks.

In this article, you'll find a step-by-step walk through of the Connex configuration wizard. This is a series of seven steps asking how you want these orders to appear in QuickBooks.  You'll walk through the configuration wizard once, and when complete, your settings will be saved and you'll be ready to sync your first order! 

In this article:

  1. Sync Direction
  2. Orders
  3. Customers
  4. Accounts
  5. Sales Tax Mapping
  6. Products
  7. Notifications
  8. What do I do when the installation wizard is complete?
  9. What if I want to make changes?
  10. Configuration Wizard Video



Pro Tip

As you move through the installation wizard in your Connex account, notice the Frequently Asked Questions panel to the right, assisting you with each step.


Step 1: Sync Direction 

The first step of the configuration wizard begins the set up process and answers to the following questions:

  • Which direction do you want to sync - orders to QuickBooks or orders from QuickBooks? Note: Some integrations are not compatible syncing sales from QuickBooks (please see: Features by Integration).
  • Would you like to sync inventory quantity-on-hand updates from QuickBooks to your website (please see: How Inventory Syncing Works). 


Step 2: Orders

This step instructs Connex what transaction or document type to create in QuickBooks for your sales. Selecting a transaction type is required. However, the additional settings are all optional.

  1. Transaction type
    How do you want these orders to appear in QuickBooks (please see: What transaction types are supported?). This step is required.
  2. Class Mapping
    Do you want to add a default Class to the order (please see: How does Connex map classes in QuickBooks?)? This is optional.
  3. Term mapping
    Do you want to add a default term on the orders (for example, Net 30). This is optional.
  4. QuickBooks Numbering
    If you would like the order number to be the next number from QuickBooks, check off this field. If you want the order number in QuickBooks to be your store's order number, leave the field unchecked (please see: How do I use the next number from QuickBooks?).


Step 3: Customers 

When Connex syncs an order from your website, it looks at the customer or company name on the order and tries to find a matching customer in QuickBooks. If it finds a match, Connex adds the order to the customer. If it can not find a match, Connex will create a new customer, and then sync the order under that new customer (please see: How does Connex match my existing QuickBooks Desktop Customers?).

  1. Choose a customer matching behavior from the list of available options.


Step 4: Accounts

  1. When Connex creates new items for you in QuickBooks, we need default accounts to use to create the item in QuickBooks.  Think: When you create new items in QuickBooks, which Item Asset, Cost of Goods Sold, Income and Accounts Receivable account do you use? Choose them from the list. 
  2. Discount Account - which Discount account do you want Connex to apply discounts to? 
  3. Order Deposit Account - Which deposit account do you want the funds to appear?  Connex recommends syncing to the Undeposited Funds account, and then move them to the deposit account at time of reconciliation.  For more information, please see our article on changing the deposit account on a order


Step 5: Sales Tax Mapping

Connex for QuickBooks allows you to match existing QuickBooks tax codes based on the city, county, or state to QuickBooks. Connex supports QuickBooks Canada and the UK. This allows for easy management and reporting of sales tax payable in QuickBooks.

  1. To map to your Sales Tax Payable accounts in QuickBooks, Choose Add New Tax Code. 
  2. If you would like Connex to add it as a line item, check off Add Tax as a Line Item, and leave the Tax Code List Blank. 

For more information, please see our article on Sales Tax Mapping.


Step 6: Products 

Connex is automatically programmed to match the product SKU from your online store to the QuickBooks item name field. Additionally, Connex will find products, if they are children of parent products. Alternatively, you can instruct Connex to match product by manufacturer part number of a custom field, if your item list is under 5,000 (please see: How Connex Matches Products).

  1. Choose your product match from the drop down.


Step 7: Notifications

Connex features a Transaction Log tool that showcases everything that Connex is doing; from successful order syncs, payments, inventory updates, and more. In essence, this is the beating heart of Connex, showing you everything that the software is doing for you, at a glance. 

To access the transaction log, you must login to the Connex dashboard.  Alternatively, Connex can send you a copy of this log as an email each morning.

  1. If you'd like to sign up to receive this email, enter your email address here. You may enter more than one email address as a comma-separated list (no spaces). You may likewise receive notifications in the event Connex makes new customers or items in QuickBooks.

This is the is the final step in the installation wizard. Click Submit Form to Complete the process.


When all the steps have been completed, you will arrive at the Set Up Complete page:


What do I do when the configuration wizard is complete? 

Your sync has now been set up. If you have set your web connector to sync automatically, there is nothing further you need to do. The sync will run, and if it finds new orders, Connex will create them in QuickBooks. Remember to check back on your Transaction Log for details. 

  1. View your transaction log:  click here to bring up your transaction log. You can leave this page up and check back after an hour or two.
  2. My Dashboard:  click here to bring you to the Connex Dashboard. 
  3. Sync Now: Click here to perform a Manual Sync. This will allow you to sync a test order manually, instead of waiting for the automatic run. 

What if I want to make changes?

Don't worry! Nothing is "locked in." You can change your settings at any time. You can access the setting from your dashboard by clicking the 'manage' button and change it at a later date. 

Configuration Wizard Video

🔷Next: Intro to the Connex Dashboard (Step 5)


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