Once you have your QuickBooks online credentials set up. You can log in and establish your connection to QuickBooks Online in Mobius.  TABLE OF CONTENTS ...

  Summary We will want to confirm a few settings in ConnectWise PSA prior to completing your first expense sync. Instructions Configure your Employ...

We have a new Enter Reimbursable Expenses as Bills feature.  You no longer have to give up on batching non-reimbursable expenses to get reimbursable expen...

Locations If you are not using locations in QuickBooks Online, then you can skip this section as it is not required. The “Class” segment on the Syste...

Depending on your business, a class can represent departments, office locations, or product lines. One of the benefits of using classes is the ability ...

Delete Configuration There is the option to Delete Configuration on the QuickBooks Online configuration setup page. Please note that deleting a configur...

  Summary QuickBooks Online has a setting that allows to Track expenses and items by customer. When enabled it adds a customer column to expense trans...

  Summary Mobius currently does not support transferring Sales Associates or Account Managers over to QuickBooks Online. Currently there is a work aroun...