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.
What is Connex for QuickBooks Online?
Connex for QuickBooks Online is a SaaS (software-as-a-service) order syncing tool that enables small business owners and accountants to automatically sync orders from a supported integration to online versions of QuickBooks.
What is Connex for QuickBooks Online?
This article contains:
Introduction
At the most basic of levels, Connex will import your sales from an integrated source (such as an e-commerce website, shipping platform, or sales marketplace) into QuickBooks as either a sales order, sales receipt, or invoice – your choice.
We understand that manual data entry of sales into QuickBooks can be tedious and overwhelming. That’s why we created Connex – to provide freedom from data entry, so you can focus on what really matters: growing your business!
Is Connex for QuickBooks Online Right For You?
Watch this introduction video to learn about Connex Online and see if it’s right for you!
To see a detailed, curated demonstration of many of the essential Connex features, check out our handy on demand Webinars. Can’t attend? No problem! Each of these webinars is recorded, so go ahead and sign up! We will email you a link to view the recording once the webinar has concluded.
Who is Connex Online for?
Connex for QuickBooks Online is a versatile, highly customizable tool ideal for small businesses engaging in e-commerce operations and accountants seeking to offload manual data entry tasks. Whether you are a seasoned e-commerce entrepreneur selling via your website, Amazon, and/or eBay; or a brick-and-mortar shop pivoting to e-commerce for the first time, Connex Online can free you from tedious manual transaction entry to QuickBooks.
If you’re just starting out, you may not use every feature Connex Online has to offer right away, but Connex Online is designed to scale to meet your needs as your business continues to grow.
Can you add multiple company files for QuickBooks Online?
Set up Connex Online to support multiple QuickBooks Online company files for easy management via a single Connex Online account.
How does this work?
You can pair multiple companies under a single user name under the add companies menu. 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.
Important: You can pair one user with multiple files, but not multiple users with the same file. In each company file you want to pair, add the same user.
If you are looking to free yourself from manual data entry and grow you online store, we invite you to schedule a call with our team:
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.
Why Our Customers Chose Sync with Connex
–Developed specifically e-commerce business owners
-You can scale your business by automatically syncing sales & inventory from multiple e-commerce platforms to QuickBooks Desktop or Online.
-You don’t have to spend your resources manually entering sales, inventory, and customers into your website and QuickBooks accounts.
Recommended by Intuit itself, Connex for QuickBooks will give you peace of mind that your inventory will be updated, and you will be free of the frustration of oversells and missed items.
-When your inventory is up-to-date, you can achieve higher customer satisfaction, leading to more positive reviews, and increased sales.
-For phone orders, we can sync sales from QuickBooks to your shipping solution.
–If you sell on multiple channels, you can simplify by using our solution instead of multiple tools.
–Connex integrates QuickBooks with all major ecommerce platforms such as Woocommerce, Shopify, Magento, Amazon and ecommerce shipping solutions such as Shipworks, Ordoro and Shipping Easy.
–Click here for a full list of our ecommerce, shipping, and payment integrations
How can you decide whether Connex is right for your business?
The easiest way to tell whether Connex is right for your business is to speak with our sales team
During this introductory call, you will discover how Connex can help you to:
- Eliminate manual data entry into QuickBooks Online or QuickBooks Desktop
- Automatically update your inventory and prevent oversells and refunds
- Manage sales from multiple channels in one app
- Connect your shipping solutions to QuickBooks
- Have accurate financial information in your QuickBooks every day
Are you unsure whether Connex is right for your business?
Click here to schedule an introductory 15 minute call with a member of our sales team.
Leave a Reply