How do I pair Connex and QB on another machine?

Introduction

The web connector is tied to the user logged into the machine at time of install. You must download a pairing file and set up the web connector. You must change your company file path, if you moved the file. 

How do I download a pairing file?

Here are the steps:

  1. Login to Connex.
  2. At my connections, select your connection and click configure.
  3. On the left, click download pairing file.
  4. Under QB Enterprise, click download.

Pair QB

Here are the steps:

  1. Open your live company file.
  2. Login as Admin.
  3. Double click the pairing file.
  4. Wait about 15 - 30 seconds.
  5. If prompted, click OK.
  6. If you see a box with radio buttons, select the last one.
  7. If you see a drop down, select Admin.
  8. Click OK.
  9. In the web connector, enter your Connex password.
  10. Check auto run.

Change Company File Path

If you moved the company file, then you must change the path:

  1. Login to Connex for QuickBooks.
  2. Choose your connection. 
  3. Click submit.
  4. On the left, click on Download QWC File.
  5. When QB asks you to replace an existing app, click OK.
  6. Login to Connex for QuickBooks.
  7. Choose your connection.
  8. On the configure page, change your company file path to the live QB company file: 

 

 

 

 

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