Mobius - Configuration

How do I configure Gozynta Mobius?
Gozynta Mobius Gozynta Mobius is the web service that will be used to provide a user interface for the ConnectWise PSA – QuickBooks Online Integration. T...
Tue, Aug 29, 2023 at 4:27 PM
Recommended Configuration Steps
  Summary Configuring Mobius may look like a daunting task. We have broken up the configuration into 4 manageable sections. ConnectWise PSA and QuickBoo...
Mon, Apr 1, 2024 at 9:16 AM
Custom security role
TABLE OF CONTENTS Step 1: Companies Step 2: Finance Step 3: Procurement Step 4: Project Step 5: Service Desk Step 6: System  Step 7: System Cust...
Fri, Mar 29, 2024 at 8:51 AM
How to Create your API Member for Mobius
The following steps will walk you through how to create your API Member to connect with Mobius. Note: If you haven't done so yet, please create you...
Fri, Sep 22, 2023 at 9:37 AM
ConnectWise PSA Configuration
Summary Before using Mobius, you must ensure that ConnectWise PSA is configured to allow access to the Service, Company, and System modules through the...
Tue, Jan 30, 2024 at 1:10 PM
How to establish your connection between Mobius and ConnectWise PSA
Prerequisite: ConnectWise PSA Configuration and Custom security role Prior to performing the steps below, you must create an API member, API Keys, and a ...
Fri, Mar 29, 2024 at 4:01 PM
Configuration of the Accounting Package
In order for the integration to work correctly, we will need to make sure your Accounting Package is configured correctly. The accounting package is an im...
Thu, Sep 21, 2023 at 10:13 AM
Configuration of QuickBooks Online Login
If you already have a full admin account in your QuickBooks Online Company then you can skip this article. If you have not yet set up a user to log into M...
Fri, Sep 22, 2023 at 9:40 AM
Multi-Company Setup in Mobius
TABLE OF CONTENTS How to set it up How do the Company and Location need to be set up in ConnectWise PSA for this to work? How to set up AutoSync for e...
Fri, Sep 22, 2023 at 9:44 AM
QuickBooks Online Setup Options
QuickBooks Online Setup Options Once configured, each QuickBooks Online connection has its own set of options outlined below. Company Sales Purchases ...
Thu, Jul 27, 2023 at 1:56 PM