Ensure that the company file paired with Connex is open

Problem

Although QuickBooks is open, either you have opened a company file different than the one paired with us or QuickBooks has no company open:

Solution

You can either open the file or adjust your settings to point to the file:

  1. In QuickBooks, go to File > Open / Restore Company and open your company file.

To run the web connector while the file is closed, follow these steps:

  1. In QuickBooks, open your company file.
  2. Press F2.
  3. Copy the file path from QuickBooks > File Information > Location: 
  4. Login to Connex.
  5. Click configure.
  6. Scroll down and expand the tranaction section.
  7. Enter the location into the company file path field.
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