Account Management FAQ

How do I find what file I am syncing with QuickBooks Online?

How to verify you are syncing with the right company file

How do I verify IDs?

Here are the steps:

  1. Log into Connex
  2. Click your name and my account on the top right
  3. Find your company ID:
  4. Log into QuickBooks.
  5. Click the gear.
  6. Click account and settings.
  7. Click billing and subscription: 
  8. Verify the company ID.

I want to switch files. What steps must I perform?

Here are the steps:

  1. Log into Connex.
  2. Click your name and my account on the right.
  3. Click disconnect.
  4. Click the green connect to QuickBooks button to pair.
  5. Click manage, next to each connection.
  6. Click save settings on the right.