How it works for Accountants
Keep your clients’ QuickBooks accounts up-to-date so their numbers are accurate and reconciled. Create summarized statements, match deposits, calculate COGS, and automate sales tax mapping. Our third party integration tools work with QuickBooks Online and Desktop, and over 30 different online sales channels.
Are your clients behind on their bookkeeping?
Simplify and automate bookkeeping for yourself and your clients with our third-party integration tool for QuickBooks Online and Desktop.
Before
Before Hand-entering orders into QuickBooks is expensive, time-consuming and leads to human errors in your bookkeeping.
After
After By automating data entry into QuickBooks, you can save hours every week, and have peace of mind that your clients books are always up-to-date.
How Connex works at a glance
Start your free trial.
Click here and begin automating data entry today. Our free trial is fully functional and can sync up to 500 orders. We can even set it up for you. Schedule a call with an Account Manager to go over their needs.
Add your connection.
We integrate with over 30 different sales channels. Our intuitive installation wizard takes you through the setup so you can begin syncing right away. Our customer success team is here to help you set it up, and answer any questions for you.
Purchase software.
Choose software based on number of annual orders. Our plans include multi-channel sync. Whether you are selling on one channel or three, you can sync all your sales with just one plan.
Complimentary onboarding.
Every purchase includes a complimentary 60-minute on-boarding session with our customer success team. We will train you and your team to use our software to make sure you get all the functionality that you need to automate data entry into QuickBooks
Help your clients get their business to the next level
What Connex Offers and How We Differ From Our Competitors
- Copy Sales to and from QuickBooks
Connex can copy sales from many sales channels into one QuickBooks file. - Reporting
Connex can dynamically map fields to QuickBooks, which you can use to generate reports. - Sales Tax Management
Connex can map sales tax codes from QuickBooks on orders. With these codes, QuickBooks will produce a sales tax liability report that details money owed to tag agencies.
- Refund Management
Connex syncs partial and full refunds automatically to QuickBooks. You can choose to restock items or just refund the purchase. - Expenses
Most businesses are taxed around 30% of their profits. Connex can sync merchant fees and Amazon charges to QuickBooks. - Inventory Quantity Sync
All inventory management is done inside of QuickBooks. - We work with QuickBooks Online and Desktop
Our tool integrates both QuickBooks Online and Desktop with over 30 different sales channels and shipping tools
Accuracy, security and peace of mind
We know that using a 3rd party integration tool can feel intimidating. We are 100% US-based, and here to help you to simplify accounting and avoid errors. As a privately owned company, our number one priority is helping our customers.
When keeping your clients accounts accurate, the last thing you want to worry about is software updates. Our integration tool is web based and if QuickBooks or any of our integration partners make an update, we make updates to our software so you can continue syncing your data without interruption.