Connex for QuickBooks Desktop: Is it Right for your eCommerce Business?

Connex for QuickBooks Desktop

Today’s post was contributed by Connex, a Zoey partner.

Many e-commerce business owners are frequently searching for an automation tool that is able to sync their QuickBooks Data to their integration(s) platform. Finding a solution that not only offers reasonable price plans, advanced functionalities, and integrates smoothly with all channels – whether it be a shipping platform, e-commerce website, sales marketplace, or payment processor app – can be time-consuming and frustrating. With Connex for QuickBooks, you no longer have to manually import your sales from any supported integration source into QuickBooks as either a sales order, sales receipt, or invoice – your choice.

In this article, we’ll discuss the many advanced features and functionalities readily available with the Connex tool to start automating your QuickBooks Desktop data. You no longer have to keep searching for the right automation solution for your business, with Connex you’re able to do it all; track expenses and sales, generate reports, and create invoices with a click of a button!

What is Connex for QuickBooks Desktop?

Connex for QuickBooks Desktop 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 desktop versions of QuickBooks. You will see a visual of the Connex main dashboard containing all your Selling Channels, Transactions, Errors Log, Orders Log, and Map Products windows.

Connex dashboard

You can also watch an Introduction for the Connex for QuickBooks Dashboard that dives deeper into what to look forward to when you start.

Connex supports multi-currency and QuickBooks in the U.S. and abroad, and is compatible with over 30 integration platforms.

If you are a Zoey customer, check out how to get the process started by reading our Getting Started with Zoey and Connex article.

Connex for QuickBooks automatically syncs customers, inventory, products, and orders with QuickBooks Desktop. There are no files to install and the sync runs automatically – saving you hours of labor and the risk of data-entry errors.

Unlike QuickBooks Online, the Desktop version runs strictly on your local computer. In order to sync your QuickBooks data to and from your integrations using Connex, you must have the Intuit Web Connector.

The QuickBooks Web Connector

The QuickBooks Web Connector transfers data between QuickBooks Desktop and the Connex for Desktop solution. The logic for formatting data comes from Connex.

Below you will find a quick Connex demonstration of how the Web Connector works with the Connex for QuickBooks Desktop solution plus discover answers to FAQs that many customers have on this process.

 

To learn more information on how Connex syncs your data to the Intuit Web Connector, read this handy article.

QuickBooks Desktop: Local Computer

With QuickBooks Desktop solely being PC-based, there are many advantages that come along with this solution. If mobility is not a priority for you (or you don’t have a reliable Internet connection), then Connex for QuickBooks Desktop is an ideal contender for your integrations. Not only is the Desktop version a more secure option, but it also offers more advanced features and functionalities:

  • Business Intelligence: Making it easy to automate reports about income, expenses, and inventory management
  • Automatic Sync: No button to press or apps to open. Our Connex tool auto-syncs with QuickBooks Desktop in the background using the Intuit Web Connector
  • Integrate Easily: There are no plugins or desktop apps to install in order to sync.
  • Manage Inventory: Connex for QuickBooks Desktop syncs your integration(s) inventory automatically through a back-up and restore process.
  • Sales Tax Management: Match orders to QuickBooks tax codes and use QuickBooks to manage sales tax
  • Global Community: Connex works with QuickBooks in the U.S., U.K., and Canada

Manual data entry of sales into QuickBooks can become tedious and overwhelming. That’s why using Connex will provide freedom from data entry for many business owners, so you can focus on what really matters: growing your business!

Before getting started with Connex for Desktop – whether via a 14-day free trial or purchasing a subscription – there are a number of important prerequisites to consider. In this article, you’ll find everything you need to consider before beginning your journey towards freedom from data entry.

Who is Connex Desktop for?

Connex 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, or a brick-and-mortar shop pivoting to e-commerce for the first time, Connex for QuickBooks Desktop can free you from tedious manual transaction entry to and from QuickBooks.

If you’re just starting out, you may not use every feature Connex for QuickBooks Desktop has to offer right away, but the Connex tool is designed to scale to meet your needs as your business continues to grow.

How can you decide if Connex is right for your business?

The easiest way to tell whether Connex is right for your business is to get started with our 14-day free trial:

  • Full functionality, including advanced features such as the summary sales tool, for 14 days.
  • Sync up to 500 sales to QuickBooks Desktop or Online.
  • Complimentary support during your free trial

If you’re still unsure if Connex is right for your business you can schedule a 1-on-1 call with a member of the Sales team.

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