Can I connect two different QB company files?

Introduction

You can easily pair Connex with multiple company files. You need to open the file and pair QB. Then, configure the settings. You cannot sync with company file A, if company file B is open. QB needs to be closed or you need to open the right file.

How should I set up the web connector?

Set it up the web connector on two machines. On machine 1, sync with file A. On machine 2, sync with file B. The web connector can sync automatically, if it is on a local machine and the user is logged in.

How do I pair two companies?

We assumed you already paired a single connection and have an understanding of the web connector.

In this example, we will use ShipStation. Any solution may be used. Here are the steps:

  1. Login to Connex.
  2. At the my connections page, set up your connection.
  3. Pair QB.
  4. On the second page of the wizard, you will see a tab called transaction. Scroll down to company settings.
  5. Enter the location of your company file.
  6. Under the order export to QB tab, enter a list of stores to sync: 
  7. Finish the wizard.
  8. Click my connections.
  9. Change the URL to shipstation-companyb.com. You may use any URL that you want.
  10. Click submit.
  11. Set up your connection.
  12. Under company settings, enter the location of the second file.
  13. Finish the wizard.
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