Erply

Authentication

You must obtain your admin user name, password, and account number. Here are the steps:

  1. Go to connexforquickbooks.com and login with your Connex account.
  2. On the my connections page, choose Erply from the dropdown.
  3. Enter your user name, password, and account number in the fields available.
  4. Click the submit button.

Sales Invoice and Order Support

We can export sales invoices and orders as a sales receipt, invoice, or sales order into QuickBooks. Simply choose your transaction mode on the Connex settings page. Then, click save and sync at the bottom. 

How can I choose the transaction types to sync?

Erply has several transaction types:

  1. INVWAYBILL
  2. CASHINVOICE
  3. WAYBILL
  4. PREPAYMENT
  5. OFFER
  6. EXPORTINVOICE
  7. RESERVATION
  8. CREDITINVOICE
  9. ORDER
  10. INVOICE

Connex will sync cash invoice, order, invoice, and credit invoice. To change the type, log into Connex. Click configure. On the advanced tab, scroll down to transaction type. Click the box to choose more or click the X to remove types.

trans_types.png

Purchase Invoice Support

We map purchase invoices into QuickBooks bills. The first three steps below are optional, if you want no sales invoices from Erply. Here are the set-up instructions:

  1. In the auto-sync area, click edit next to your order task.
  2. Scroll to the bottom and uncheck enable.
  3. Click submit to disable this orders task, since it syncs sales invoices and orders only.
  4. In the auto-sync area, click add task.
  5. Select sync purchases to QuickBooks in the first dropdown.
  6. In the URL box, enter your Erply account ID.
  7. In the user name and password boxes, enter your Erply user info.
  8. Click the submit button.
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