Yes! The flow of data is controlled by the QuickBooks Web Connector - the Intuit tool that allows Connex to integrate with desktop versions of QuickBooks. To sync automatically, the Auto-run feature of the Web Connector must be enabled.
Can Connex sync automatically?
Yes, we fully support automatic syncing with the Web Connector. To accomplish this, the Auto-run feature of the QuickBooks Web Connector must be enabled.
To launch the Web Connector, inside of QuickBooks:
- click File > Update Web Services.
- Next, check the Auto-run box (shown below) and set an interval ("Every_Min"). The fastest we recommend is 30 minutes.
IMPORTANT: This works great on local machines. However, if QuickBooks is hosted via a server, third-party service, or you use a remote desktop, the user that paired Connex must stay logged into the computer. If your computer reboots or you log out of the remote session, this closes all open applications - including the Web Connector.
If the Web Connector is not open and running, no data is flowing.
How does it all work?
Connex uses two sync timers; the start date and end date of the sync. Both dates use hours and minutes and usually sync in the UTC time zone (Coordinated Universal Time). Almost all e-commerce solutions hold orders in UTC time. Connex will automatically detect your local time zone.
- Current time in UTC: https://www.timeanddate.com/worldclock/timezone/utc
As you run the Web Connector, the sync dates will move forwards automatically. In this example, the Web Connector is set to sync hourly:
Regardless of when the sync finishes, our software will sync at a scheduled interval.
The fastest you can sync is every 15 minutes and the fastest we recommend is every 30 minutes.
How do I minimize the web connector?
Web Connector in your way? No problem: inside the Web Connector application, click Hide or the minimize icon. The Web Connector will not operate in the background. Never click X on the top-right or Exit on the bottom-right - unless you intend to stop syncing automatically. This closes the Web Connector. If the Web Connector is not open and running, no data is flowing.
Can I set the Web Connector to open automatically?
The web connector must be able to login automatically as admin, or a user with admin privileges:
- Login to QuickBooks.
- Go to edit > preferences > integrated applications.
- Click Connex.
- On the left, click properties.
- Check allow this application to login automatically:
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