Account Management FAQ

How do I find my account information?

How do I find my username?

How do I find my account for QuickBooks Desktop?

If you are a Connex for QuickBooks Desktop user, visit our sign in page. Enter the email used to sign into Connex.
(If you are unsure of your username, submit a ticket to us under the billing category, and we can supply you with your information)

How do I find my account for QuickBooks Online?

If you are a Connex for QuickBooks Online user:

  1. sign into QuickBooks Online and visit our sign in page.
  2. Connex will automatically sign you into your account. Once complete,
  3. click your name on the top right and click "My Account"

At the top where it says "Plan Details", you will see the Connex user name.

 

How do I know the sign in worked?

If it is correct, you will see a list of connections: