How do I pair the QuickBooks Enterprise integration with reporting?

A guide on pairing our QuickBooks Enterprise integration

How do I pair?

Download Pairing File

You must tell QuickBooks what app you use and your Connex account info:

  1. Login to Connex Reporting.
  2. On the top right, click the link. You will see a drop down of selling channels.
  3. Select QuickBooks Desktop.
  4. Click submit.
  5. You will see a set-up wizard.
  6. Download the pairing file.

Pair QuickBooks

Next, pair QuickBooks and our software:

  1. Login to QuickBooks as admin.
  2. Open the company file.
  3. Go to file > app management > update web services or file > update web services depending on your version.
  4. Click add application.
  5. Find the pairing file. This text file tells QuickBooks the location of Connex and the connection you are trying to sync:
  6. In a few seconds, QuickBooks will show a dialog asking if it's OK to pair. Click OK. 
  7. If you have multiple QuickBooks users, another box will appear. Click "Yes, always; allow access even if QuickBooks is not running"
  8. A drop down box of users appears. Select admin, unless you created another user: 
  9. You will see the connection in the web connector. The password field is no longer used. Enter 123.
  10. Check the box to the left of Connex and click update selected.