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Connex for QuickBooks User Guide
- Getting Started with Connex for QuickBooks
- Remote Desktop (RDP)
- Customers Matching
- Inventory Site
- Inventory Sync
- Multicurrency
- Orders
- Price Levels
- Products
- Purchase Orders
- Refunds
- Sales Tax
- Sales Orders
- Unit of Measure
- Web Connector
- Getting Started with Rules
- Rules Engine Common Rules
- FAQ
- Deposit Match
- Cost of Goods Sold
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Connex Inventory Planner
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Frequently Asked Questions
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General Troubleshooting Guide
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Match Deposit Tool Troubleshooting
- Product Matching Troubleshooting
- Customer Matching Troubleshooting
- Rules Engine
- Orders from QuickBooks
- Payments Troubleshooting
- Missing Orders Troubleshooting
- Update Shipping Details Troubleshooting
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Connex for QuickBooks Integrations Guide
What are common rules with Shopify and Connex?
How to write common rules with Shopify
Introduction
In the field mapping, QuickBooks and Shopify have many fields that easily match. Shopify and QuickBooks have an order date field. QuickBooks and Shopify have many fields where there is no one to one match, like Shopify location. Connex places these fields inside custom fields. These fields will never appear in QuickBooks, unless you map them.
How do I find the custom fields?
Here are the steps:
- Go to orders > order previewer.
- Choose Shopify.
- Enter the order number.
- Click the custom fields tab.
Here is a sample sale:
How do I write a rule to map the QuickBooks Inventory site field to the Shopify location?
Here are the steps:
- Click rules > add new rule.
- Choose Shopify and enter the order number.
- Click advance.
- Write this rule:
If the ShopifyLocation does not match the QuickBooks site, how do I map them?
Try this rule: