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 products map between Salesforce and Connex?
Connex will match or make new items
What fields are supposed to match?
Our software matches products by their price book and product code or product name. If your QuickBooks item name matches the product code or name, then Connex will match.
Connex uses the Salesforce standard price book by default. If your products exist in multiple price books, then Connex will use the proper price book. If your sync said search for products in the non-profit price book and the product existed in the wholesale price book only, then Connex would recreate the product in the non-profit price book.
Here is a Salesforce product:
Here is the QuickBooks item:
Will your software create products?
Our software matches the QuickBooks item name to your product code. If it is missing, then Connex will create it. Here is how the fields map:
|Product Code||QuickBooks Item Name|
|Price Book||Default||Connex uses Salesforce standard price book by default.|
|List Price||Unit Price|
|Item Name||QuickBooks Item Description|