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Connex for QuickBooks User Guide
- Getting Started with Connex for QuickBooks
- Remote Desktop (RDP)
- Customers Matching
- Inventory Site
- Inventory Sync
- Multicurrency
- Orders
- Price Levels
- Products
- Purchase Orders
- Refunds
- Sales Tax
- Sales Orders
- Unit of Measure
- Web Connector
- Getting Started with Rules
- Rules Engine Common Rules
- FAQ
- Deposit Match
- Cost of Goods Sold
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Connex Inventory Planner
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Frequently Asked Questions
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General Troubleshooting Guide
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Match Deposit Tool Troubleshooting
- Product Matching Troubleshooting
- Customer Matching Troubleshooting
- Rules Engine
- Orders from QuickBooks
- Payments Troubleshooting
- Missing Orders Troubleshooting
- Update Shipping Details Troubleshooting
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Connex for QuickBooks Integrations Guide
How do I modify sales, discount, and COGS accounts for new products?
Out of box, Connex will make no new products. If you enable create new under the products > missing products section, Connex will create them.
Should Connex make new products?
If non-inventory or service, then yes. If inventory, it should make no new items. Instead, map to existing items. For more info, read this guide.
How do I change the accounts?
If Connex is making new products and you want to change the accounts Connex uses, follow these steps:
- Login to Connex.
- Click manage.
- Expand orders.
- Expand new order and product accounts.
- Adjust the accounts:
My accounts are missing. What's wrong?
You need to refresh the list. Read this guide.
How do these accounts map to QuickBooks?
Here is a screenshot: