Getting Started - QuickBooks Online Setup

QuickBooks Online Setup > Overview
Setup QuickBooks Online Wise-Sync has been designed to capture as much of the information from ConnectWise and transact to QBO in the most detailed possib...
Sat, 24 Mar, 2018 at 11:37 AM
Step 1 > Enable Account Number in Chart of Account Settings
Enable Account Numbers in Advanced Company Settings Wise-Sync maps to "Account" numbers, which requires a setting to be enabled if not already. ...
Sat, 24 Mar, 2018 at 11:37 AM
Step 2 > Add Account Numbers to your Chart of Accounts
Adding Account Numbers to your Chart of Accounts. Note: This next section is only required if you do not already have the "Account Numbering"...
Sat, 24 Mar, 2018 at 11:37 AM
Step 3 > Setup Tax Groups & Payment Terms
Setup Sales Tax Groups Wise-Sync will apply Tax Rates QuickBooks Online based on the Tax Group name in ConnectWise. If there is a mismatch between the ...
Sat, 24 Mar, 2018 at 11:37 AM
Step 4 > You're Done - A Checklist Before You Start Syncing
So you've completed the QuickBooks Online Setup.  Lets do a quick recap before we move onto Setting up ConnectWise. Things you need to have complet...
Sat, 24 Mar, 2018 at 11:37 AM
QBO Account / GL Mapping - Account Names (Description)
Account Names (Description) The account description can be used in place of Numbers, where a description is provided, this is then matched against the Acco...
Sat, 24 Mar, 2018 at 11:37 AM
QBO Account / GL Mapping and Supported Account Mappings - Account Numbers
QBO Account / GL Mapping and Supported Account Mappings - Account Numbers Account numbers are the preferred option, they provide for the most control a...
Sat, 24 Mar, 2018 at 11:37 AM
QBO Account / GL Mapping and Supported Account Mappings
QBO Account / GL Mapping and Supported Account Mappings Account numbers are the preferred option, they provide for the most control and validation is ...
Sat, 24 Mar, 2018 at 11:37 AM
QBO Automated Sales Tax (US Region)
This article affects Quickbooks Online partners that signed up to QuickBooks Online on or after November 2017, where their Sales Tax is showing the new Auto...
Sat, 21 Apr, 2018 at 9:17 AM
Known Issue: QBO Automated Sales Tax (US Region) Override for $0 Sales Tax Transactions
When the Override Sales Tax Level in Wise-Sync Company Settings > Tax Codes is set to Warning, Wise-Sync will override the sales tax amount and allocate...
Fri, 13 Apr, 2018 at 12:04 PM