Getting Started with Connex Desktop

Getting Started with Connex Desktop: Pair the Web Connector

The Web Connector is the QuickBooks tool that enables Connex to integrate with your QuickBooks.

 

What does 'pairing' mean?

Pairing simply means establishing a connection between your QuickBooks company file and the Connex account.

Getting Started with Connex Desktop: Pair the Web Connector

The Web Connector is the QuickBooks tool that enables Connex to integrate with your QuickBooks (see also: What is the QuickBooks Web Connector?). The next steps for setting up will be to download a Connex-generated QWC pairing file, apply it to the Web Connector, and finally run the Web Connector for the first time to establish the connection.

⚠️ You will be working in both the Connex account (your web browser) and QuickBooks during the pairing process.

In this article:

  1. Choose Sync Direction (step 1)
  2. Log into QuickBooks (Step 2)
  3. Download the Pairing File (step 3)
  4. Pair QuickBooks (step 4)
  5. Configure Web Connector (step 5)
  6. Pairing the Web Connector video walk through

QuickBooks Required Access

To complete the following steps, you must be logged into QuickBooks as the Admin user and have temporarily set QuickBooks to single-user mode.

Choose Sync Direction (step 1)

In this first step (in the Connex account), we'll set the direction in which data should flow with QuickBooks. There are three choices, depending on the specific integration you are connecting:

1. Sync orders to QuickBooks from the chosen integration (in this example, Shopify)

  • This is the default behavior and selected by default. This is what you need if you wish to sync your sales into QuickBooks.

2. Sync inventory from QuickBooks to [Shopify] and sync orders

  • This behavior enables the Connex inventory updates features and syncs sales into QuickBooks.

Note

Not available with all integrations. To see which integrations support inventory syncing, please click here.

3. Sync orders from QuickBooks to [Shopify]

  • This behavior enables the syncing of transactions created within QuickBooks and sends them to the chosen integration.
  • We refer to this as a two-way sync.

Note

Not available with all integrations. To see which integrations support order syncing FROM QuickBooks, please click here.

Log into QuickBooks (step 2)

Open the QuickBooks company file.

Next, log into QuickBooks as admin in Single User Mode.

💡 If your QuickBooks company file is located on a local server (LAN) or hosted remotely through a hosting company, you must perform these steps on the server.

loginto QBD

Download Pairing File (step 3)

Working in your web browser, download your pairing (QWC file) from your Connex account by clicking the Pair QuickBooks button. 

download pairing file QBD-1

Continue to Step 4, Pair QuickBooks.

Pair QuickBooks (step 4)

1. Once the QWC files appears in your web browser downloads, double-click to execute. This will likewise open the QuickBooks Web Connector. Otherwise, you can open the Web Connector from within QuickBooks by clicking File > Update Web Services  OR File > Update Web Service > Manage Web Apps.  

browser download qwc file-1

2. A QuickBooks authorization certificate will appear - click OK.

3. Next, continue the authorization process by clicking Yes where appropriate. Finally, select the "Yes, always..." option and choose the "Login as" to the Admin user. Click Continue..., then click Done

.

Configure Web Connector (step 5)

1. In the Web Connector, place a check mark next to the Connex Application on the left-hand side. This selects the integration.

2. Next, in the Password field, enter an arbitrary password - it can be anything you like. Make sure to save it.
3. Finally, click Update Selected. This runs the selected integration. The goal here is two fold: 1) This tests the integration to ensure QuickBooks is talking to Connex; 2) is shares some vital information to Connex so the remainder of the set up can be complete.

5. Working in your web browser,  click the blue button 'Run Web Connector to Advance' in your Connex account.

The final steps, configuring your integration, will be completed entirely within Connex (in your web browser).

Switch to Multi-User Mode

Just in case, you can now return your QuickBooks to multi-use mode, too (File > Switch to Multi-user Mode).

Getting Started with Connex Desktop: Pair the Web Connector (Video)

 

🔷 Next: Set Up Sync Settings in the Configuration Wizard (Step 4)

 

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