Zapier

How do I install Zapier?

Step by step how to sync your first sale

Is there a demo?

Here is a demo:

Connex

To sign up for Zapier, you require a Connex account. You must add a Zapier connection:

  1. Login to Connex.
  2. Click add new connection.
  3. Choose Zapier.
  4. Click submit.
  5. In our install wizard, follow the steps to pair QuickBooks.
  6. After pairing, adjust the settings to sync sales to QuickBooks.

Zapier

Now that you have a Connex account, Zapier knows where to send your orders. To install Zapier, follow these steps:

  1. Sign up for Zapier or sign in with an existing account.
  2. Search for Connex for QuickBooks.
  3. Use an existing zap template or create your own.
  4. When prompted, enter your Connex for QuickBooks user name and password (show screenshot)
  5. Click test to send an order to Connex.

Syncing

Zapier has sent its first order to Connex and we hold the sale in our database:

  1. Log into QuickBooks and open the company file.
  2. In your windows search, enter web connector.
  3. Check the box to the left of Connex.
  4. Click update selected.
  5. Check QuickBooks for the sale.