QuickBooks Desktop Error Messages

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:

  1. Login to Connex.
  2. On our DashBoard, click Refresh Chart of Accounts:Screen Shot 2022-04-25 at 10.59.22 AM
  3. Log into QuickBooks as ADMIN and open the company file.
  4. 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: