To transfer your account, follow these steps:
- In QuickBooks, create a new user that is the company file master admin or you may use an existing master admin:
- In QuickBooks, go to apps > my apps. Ensure that you are not already paired with Connex or an app that says by Connex. If you are already paired, click disconnect:
- Login to Connex using this URL
- Click the green connect to QuickBooks button and follow the on-screen instructions to pair QuickBooks.
- Email us with the old user account login email address and the new login email address and we will transfer your settings from the old account to the new one.