Usage notes: Credit memos must be created in ConnectWise PSA and batched over to QuickBooks Online using an Invoice Batch. Credit Memos can only go from ...

Summary We all have needed to pull an invoice, expense, and purchase orders back for one reason or another. Our Support Team may instruct you to unbatc...

AutoSync Best Practices AutoSync should be set to run every 120 Minutes. While we give the flexibility to sync as often as every 15 minutes, a large batc...

  Summary While all invoices should ultimately be created in ConnectWise PSA, there are times where invoices will be created in QuickBooks Online. The ...

  Summary Customers can be mapped in 1 of 2 ways. Our Customer Mapping Knowledge base article reviews both. Our recommended mapping is to map with Appen...

  Summary When setting up your employees for expense reimbursement, it's important to setup their member profile in such a way that will not interfe...

  Summary Purchase Orders will not batch over to QuickBooks Online until all products are received and the purchase order is closed. You can sync par...

TABLE OF CONTENTS Creating Partial PO:  Syncing the Partial PO Creating Partial PO:  1. To sync a Partial PO, you'd first need to close the ...

  Summary Mapping your GL Accounts in ConnectWise PSA to your Chart of Accounts in QuickBooks Online doesn't have to be complex. We often will see a...

  Summary Mapping your product catalog is essential for invoicing your clients. There are a few key things to keep in mind.  QuickBooks Online will al...