If you’re an accountant or have multiple companies, you can simplify your work by viewing multiple company files with just one account using Connex for QuickBooks Online.
Most users who require pairing multiple files use QuickBooks Accountant edition, though this will work as any user. QuickBooks Online allows an Accountant access all of their client company files from a single area. The Accountant can select a client, view their apps, and login to a QuickBooks Online app.
How do I add company files in my account for QuickBooks Online?
Here are the steps:
- Login to Connex.
- Click the person icon.
- Click add companies.
- Click the connect button on the right:
- You will be prompted to choose a file. Click the correct file and finish the wizard.
- You will arrive at the my connections page.
You can verify the company file by clicking the person icon and my company.
How do I impersonate another user?
Here are the steps:
- Login to Connex.
- Click the person icon.
- Click add companies.
- From the grid on the left, click impersonate:
- You will arrive at the my connections page.
Why is my user name different?
If Connex detects that your account exists with a different company file, Connex will add a new user with this format:
QuickBooks Online Accountant Email,QuickBooks Company File ID.
If you visit the Connex my company page, you will see this format:
Connex only allows one user per file, so additional files means Connex will create a new user. If you launch the Connex app, the system will detect the correct user to impersonate.
Is Connex the Right Tool for You to Sync Multiple Company Files with One Account in QuickBooks Online?
We know that choosing the right tools for managing your sales and inventory is essential for the growth of your business.
Most of our customers sell on multiple ecommerce channels, such as Woocommerce, Shopify, Magento, and Amazon, just to name a few.
They want to grow their business, and they also value the peace of mind from knowing their books are always up to date and they can serve their customers.
The reason our customers love Connex is that their sales and inventory from multiple ecommerce sites are automatically synced with QuickBooks
So, how can you decide whether Connex can help your business?
-Full functionality for 14 days
-Sync up to 500 sales to QuickBooks Desktop or Online
-Integrate with major ecommerce platforms such as Woocommerce, Shopify, Magento, and Amazon
-Integrate with major ecommerce shipping solutions such as Shipworks, Ordoro and Shipping Easy
-Click here for a full list of our ecommerce, shipping, and payment integrations
-Complimentary email support during your free trial
Are you still unsure whether Connex is right for your business?
Click here to schedule a 30 minute call with a member of our sales team.