Mobius - Configuration

Currency Mapping
Currencies If you are not using multicurrency in QuickBooks Online, then you can skip this section as it is not required. The “Currency ID” field on ...
Fri, Sep 22, 2023 at 10:39 AM
Billing Term Mapping
Billing Terms The "Description” field on the System > Setup Tables > Bill Term List > Bill Term table in ConnectWise PSA will map to the “...
Fri, Sep 22, 2023 at 10:44 AM
Service Item Source
        A Service Item Source is needed because time in ConnectWise PSA can't be transferred over to QuickBooks Online unless it is an item.  Thi...
Tue, Jan 30, 2024 at 2:17 PM
Product Mapping
NOTE :  We made a slight change to the Product mapping. In the past, we created the Product ID as "Service-(account name)" Now we'r...
Tue, Jan 23, 2024 at 12:24 PM
Product Category Mapping
Product Categories The “Product ID” field on the Procurement > Products list in ConnectWise PSA will map to the “Category” and “Name” fields (separa...
Tue, Jan 23, 2024 at 11:36 AM
Product Item Type Mapping
Product Item Types It is important to note that there are 4 different Item Types in ConnectWise PSA with configurable “Type Xref” values when defining a ...
Tue, Jan 23, 2024 at 11:34 AM
AutoSync Module
With a few clicks,  you can set it and forget it.  Have your invoices, expenses, procurement's and payments flow over to QuickBooks Online automatic...
Fri, Sep 22, 2023 at 11:09 AM
Email Invoices to Customers Within Mobius
Summary We are always trying to bring improvements to Mobius to save you steps. With this in mind, we just removed a step from your invoice process.  You...
Fri, Sep 15, 2023 at 4:04 PM
How to Configure Your Email Preferences for Invoice Emailing
In order to use the Email Invoices to Customer feature from within Mobius, you will need to configure your email settings.  Important Note: Emailing invo...
Fri, Sep 15, 2023 at 4:06 PM
How to set up a custom menu link to Mobius in ConnectWise PSA
Step 1: From within ConnectWise PSA navigate to System > Setup Tables > Search for Custom and click on "Custom Menu Entry" Step 2: Clic...
Fri, Sep 22, 2023 at 11:15 AM