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Connex

Freedom from QuickBooks Data Entry with Connex

Accounting Professionals Retail eCommerce Manufacturing

Automate Data Entry and let your business grow with Sync with Connex.

Automatically sync orders, invoices, inventory updates, and sales tax with Connex for QuickBooks Desktop and take your business to the next level. Connex is ideal for small to medium-sized businesses that utilize desktop versions of Intuit’s powerful QuickBooks software.

Easy Setup, Highly Customizable

No apps or plugins to download. Connex is cloud-based, simple to operate, and highly customizable to countless use cases.

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Manage Orders with Automatic Order Sync

Achieve freedom from data entry by automating common accounting tasks. Easily sync and post sales, customer information, products, refunds, credit memos, and more to QuickBooks Desktop.

Sync orders are invoices, invoices with payments, sales orders, or sales receipts on a scheduled basis. Sync and post refunds, partial refunds, credit memos, discounts, gift certificates, and more to QuickBooks.

Automatic Inventory Updates

Kiss inventory oversells and missed items good-bye! Achieve higher customer satisfaction levels by staying in full control of your inventory, always.

Sync inventory quantity-on-hand updates to your website.

Update product prices in QuickBooks and automatically update your website.

Group, Item Assembly, Non-inventory, and Service Item Support

Easily map products, inventory items, services, bundles, kits, product variants, and more between your sales channels and QuickBooks; easily map products to any line item in QuickBooks.

Multi-Currency Support

Automatically map currency between your store and QuickBooks with multi-currency support.

Integrations

Connex supports over 40+ of the most popular e-commerce, order management, shipping, payment gateway, and Customer Relationship Management (CRM) tools on the market today.

Taxes, Made Simple

Use Connex to track the incumbent tax of every single sale automatically. Improve compliance and reduce human error.

Frequently Asked Questions

How easy is the setup? Is help available?

Super easy! There’s no software to download; no complicated plugins to install. Connex features a step-by-step installation wizard that will guide you through the process of getting started with an easy-to-follow documentation. But, if you need more help, setup assistance via support ticket is available. Finally, our paid plans include a complimentary on-boarding call/screen share to help get everything set up for you.

How does support work?

All our plans include support ticket assistance Monday thru Friday between 9:00 AM and 5:00 PM Eastern Standard Time. Paid plans include a complimentary 60-minute on-boarding setup call/screen share.

How does the sync work? Will my historic data by synced?

Connex syncs sales to or from QuickBooks via a series of scheduled tasks. For Quick- Books Desktop, this is triggered by the Intuit Web Connector. As soon as the setup is complete, Connex will start syncing new data. The automatic sync can be enabled/disabled at your convenience, so you can control when and how you wish to sync the old (historic) data.

Will orders be synced as soon as they are placed?

Connex does not operate in real-time. With QuickBooks Online, the sync occurs automatically every two-hours. With QuickBooks Desktop, the fastest we recommend running the sync is every 30 minutes – especially when the inventory sync feature is enabled.

How can I tell if my orders have synced?

Connex features a transaction log – a detailed report of the sync status of each order and inventory update.

If I already have orders in QuickBooks, will they be duplicated?

Nope! Connex features robust duplication prevention logic that checks for sales already in QuickBooks by looking for matching order numbers. If Connex sees that an order number already exists in QuickBooks, it will skip syncing it.

If I sign up for one plan now, can I upgrade/downgrade later?

You sure can. You may upgrade (or downgrade) your plan at any time. Many of our customers start with a free trial or Standard plan, then upgrade as needed. Please note, however, that we do not pro-rate annual plans.

I am using an automated sales tax solution. Anything I need to do?

Nope. You’re good to go. Connex is compatible with services such as Avalara, TaxJar, Taxify, QuickBooks Automated Sales Tax, and others.

How does Connex match my existing products?

Connex matches your existing products in your e-commerce shopping cart or selling channel by matching the product SKU to the QuickBooks Item Name / Number field. We highly recommend all products in your catalog have matching SKU’s prior to getting started with Connex.

How does billing/cancellation work?

Our paid subscription plans are billed either monthly or annually. You can easily upgrade to an annual plan from a monthly plan at any time. All renewals are charged automatically. We offer a no-questions-asked 30-day refund guarantee, and you may cancel at any time. Please note that we do not currently pro-rate annual plans.

Disclaimer: JMA Web Technologies dba Sync with Connex is a certified Intuit Developer. Connex is compatible with QuickBooks Desktop Pro, Premier, and Enterprise, including Australian, Canadian, and United Kingdom versions of QuickBooks. Connex is not compatible with Mac computers. ©2010-2020 JMA Web Technologies • All Rights Reserved.

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