Account Transfer FAQ

How do I transfer/update my account login in Connex Desktop?

Connex for QuickBooks offers one user name per account. If necessary, you can transfer the account to another user. 

Lets say you have a Connex account, but the person who set it up is no longer with your company. You need a new account associated with the new user, and then all the settings transferred over.

How do I register?

  1. Log into Connex as the old user.
  2. Go to the account transfer page.
  3. Complete the form. The user where you are signed in is the old user and the email field is the new user.

How do I pair?

Here are the steps:

  1. Sign into QuickBooks as admin.
  2. In QuickBooks, go to file > update web services.
  3. Next to each connection, click remove:
  4. Go to the Connex dashboard.
  5. For each connection, click pairing file.
  6. Double click the file.
  7. When prompted by QuickBooks, click OK. If asked for a user name, select the 4th radio box and admin.

For more info on pairing on another machine, read this guide.