Wise-Sync Setup > Overview

Setup your Wise-Sync Account

We'll you made it. Congratulations, you are only a few more steps from Syncing your Connectwise Invoices to QuickBooks Online. The next steps should only take you 5 -10 mins, so don't give up now - you are almost there.

Here is what you need to do:

• Setup your Account Details
  
  • Connection details to your PSA Site, including
    • Your PSA Site URL
    • The Integrator Login account you have created
    • The Database (CompanyID) which you wish to sync with
• Create the Wise-Sync Companies
  • For Sync Settings Including
    • Locale (Tax Settings)
    • System Account Numbers for Tax Types
    • Sync Application Options
• Create Wise-Sync Users
  
  • Setup users to access and run the sync batch.

Follow the Setup Process to work your way through to simple accounting synchronisation.