Connex for QuickBooks Desktop User Guide
Connex for QuickBooks Online User Guide
Frequently Asked Questions
Integrations Help Guide
Rules Engine Guide
General Troubleshooting Guide
QuickBooks Point of Sale (POS) - ARCHIVED
Integration Guides (No Longer Supported)
How do I reset my chart of accounts or refresh my drop-downs in Connex?
Connex downloads your chart of accounts and other lists from QuickBooks, during the install
You are using our settings page. The drop down lists are missing some accounts from QuickBooks.
You are trying to sync sales. You changed an account in QuickBooks and you cannot sync because Connex is using the old account or missing accounts.
Run Refresh Drop Downs
Watch this demo:
You will need to be in single user mode logged in as Admin for the following steps
Follow these steps:
- Login to Connex.
- On our DashBoard, click Refresh Chart of Accounts:
- Log into QuickBooks as ADMIN and open the company file.
- If you use web connector 3.0, you will see a loading panel. Wait about 30 seconds and the page should refresh. Otherwise, run the web connector by checking off the appropriate connection, and clicking Update Selected: