Account Management FAQ

Getting Started with Connex Online: Account Registration

How to register your Connex account.

Registering a new Connex Online account

By registering a new Connex Online account, this automatically begins a 14-day free trial. No credit card necessary. To get started:

1. Login to the Sync with Connex Free Trial page 

2. From the prompt, Sign in to your QuickBooks Online account.
Note: make sure you use a login that has Admin privilege, preferably the Master Admin.

Connecting your QuickBooks

When prompted, Choose the company file and click the green connect button. This connects Connex to QuickBooks Online and authorizes access.

Now you're ready to get started adding your first integration!

🔶Next Step: Add a New Integration