Mobius - Start Here 15

• Gozynta Mobius Demo
• QuickBooks Online System Requirements
• Gozynta Mobius - Setup Guide for QuickBooks Online
• Welcome to our Knowledge Base
• How do I login to Gozynta Mobius for QuickBooks Online?

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Mobius - Configuration 48

• How do I configure Gozynta Mobius?
• Recommended Configuration Steps
• Custom security role
• How to Create your API Member for Mobius
• ConnectWise PSA Configuration

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Mobius - FAQ 36

• Gozynta FAQs
• How does Mobius compare with WiseSync?
• How do I sign up for Gozynta Mobius for QuickBooks Online?
• How do I add a user to my account?
• How do I prevent specific invoices/expenses/POs from being batched? How do I clear old transactions in ConnectWise PSA?

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Mobius - Troubleshooting 33

• How do I unbatch an invoice, expense, or PO?
• The connection was made and is owned by another user
• The connection to QuickBooks Online is no longer active.
• A payment is not syncing to an invoice in ConnectWise PSA.
• Gozynta Mobius is not syncing GL entries to QuickBooks Online

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Mobius - Help! I received an error! 57

• Failed Creating Item "Service-" in QuickBooks Online If Necessary (Known Issue)
• Invalid Tax Rate : Invalid tax rate id - # (Known Issue)
• I received a Warning saying an Item is already mapped to a different GL Account. What does this mean?
• Account was not specified
• The name supplied already exists. Another Customer, Vendor, or Employee is already using this name. Please use a different name

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Mobius - Best Practices 14

• Handling of Payments and Credit Memos
• Un-batch an Invoice, Expense, or Purchase Order - Best Practice
• AutoSync - Best Practices
• Invoice Creation in QuickBooks Online - Best Practice
• Customer and Vendor Mapping - Best Practice

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Mobius - Release Notes & Updates 4

• Gozynta Mobius Feature Releases
• Known Issue (RESOLVED V1.13): Expenses prematurely marked as batched (731)
• Known Issue (RESOLVED): GL Entries Missing for Products on Invoices that are Applied to Agreements
• Known Issue: Product Category Mapping (779)

Payments - Start Here 2

• Gozynta Payments Demo
• Are you ready to accept credit cards and ACH payments from your customers with Gozynta Payments?

Payments - Configuration 1

• Payments Setup

Payments - FAQ 3

• Gozynta Payments FAQs
• How do I resend an invoice?
• How to invoice using QuickBooks payments?

Payments - Troubleshooting 0

Payments - Help! I received an error! 0

Payments - Best Practices 0

Tixt - Start Here 16

• Tixt demo video
• How do I sign up for a free trial?
• Tixt user guide
• What is the Tixt workflow?
• Tixt - How do I find my account details?

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Tixt - Configuration 10

• ConnectWise PSA Configuration - Tixt
• ConnectWise PSA Connection - Tixt
• Tixt Custom Security Role
• How to set up my Ticket Creation Number?
• Sync Configuration

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Tixt - FAQ 14

• Can I use my existing number?
• Why does US and Canada price difference (tixt)
• Can I port my number out if I decide to cancel Tixt?
• How does Tixt choose how to match a number to a contact?
• Is Tixt HIPAA compliant?

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Troubleshooting - Tixt 8

• Callback Stuck?
• This contact is in CW but went to the Catchall company
• This ticket may be deleted
• I can't find my Tixt pod
• Tixt not picking up the correct phone number for the contact

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Tixt - Help! I received an error! 5

• Tixt Pod Displaying: ERR_NAME_RESOLUTION_FAILED.
• Too many open SMS Tickets against Tixt Number
• "Failed to format contact number to E.164. Please set Country on Contact"
• HTTPSConnectionPool(host='api-na.myconnectwise.net', port=443): Read timed out. (read timeout=10)
• Permission denied accessing server.

Webroot - Start Here 3

• How do I set up the Webroot Integration for ConnectWise PSA?
• User Guide for the Webroot Integration
• What does the Webroot integration do?

Webroot - Configuration 7

• What does the Webroot Integration do?
• Requirements for Webroot Integration
• ConnectWise Manage Configuration for Webroot Integration
• Webroot Global Site Manager (Webroot Console) Configuration
• Setting of the Webroot Integration

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Webroot - Troubleshooting 3

• Webroot integration creates a new billing line with total licenses
• "This is embarrasing" error
• Auto-Sync next billing date incorrect