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 does Connex map QuickBooks and Salesforce accounts?
Our tool maps company and account name
Our tool maps the QuickBooks customer company to the Salesforce account name field. If no company is supplied, then Connex uses the customer name field.
Here is QuickBooks:
In QuickBooks, here is the customer record:
What if there is no company in QuickBooks?
In this case, Connex would use the first line of the order's billing address. Here is the same order without a company:
Here is Salesforce:
Can I instruct Connex to make no new accounts?
Please read this guide.