There are four essential things that need to occur before syncing your first few orders to QuickBooks.
Review Prerequisites
Before adding your first integration, make sure you have everything you need by reviewing the prerequisites.
1. Register a Connex account
The first step on your journey to freedom from data entry is to register an account. This automatically begins a 14-day free trial. No credit card required.
2. Connect your QuickBooks
Once a Connex account is created, you'll be prompted to pair Connex with QuickBooks Online.
3. Add a new integration
Begin the process of adding an integration to your account and connecting it with Connex. see how to integrate a support platform. Here are some videos on common connections. Click here for Install vidoes
QuickBooks Required Access
To complete these steps, you will need to know the Master Admin username and login for QuickBooks Online (required).
4. Configure the integration
Now it's time to complete the Connex Online configuration guide and set up the newly added integration. Once this is complete, you'll be ready to sync your first order!
Connex Online features a user friendly setup walkthrough that will guide you through each of the steps.
Sign up for Connex Webinars
Check out our handy on demand Webinars. Learn how Connex works, how to set up, and more! Can't attend? No problem! Each of these webinars is recorded, so go ahead and sign up! We will email you a link to view the recording once the webinar has concluded.
Now you're ready to get started adding your first integration!
🔶 Next Step: Account Registraion
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