Getting Started - ConnectWise Setup

Setup ConnectWise > Overview
Setup Requirements and User Understanding of The Connectwise GL Interface Before you get started, you will need to have a working understanding of how the...
Sat, 24 Mar, 2018 at 11:38 AM
Setup ConnectWise > Step 1 > Apply PSA Member Security (Accounting Interface Access)
Accounting Interface (GL Interface) In order to sync ConnectWise financial records to QuickBooks Online, GL batches need to be posted for each financial...
Sat, 24 Mar, 2018 at 11:38 AM
Setup ConnectWise > Step 2 > Creating an Integrator Login
Create an Integrator Login Wise-Sync connects through to your Connectwise database through two authentication methods, one is the PSA Member for Batchi...
Sat, 24 Mar, 2018 at 11:38 AM
Setup ConnectWise > Step 3 > Update Terms XRef
Update TermsXRef Wise-sync will refer to the Billing Terms [Terms Xref] to determine the number of days which have been applied to the Invoice or Procureme...
Thu, 29 Mar, 2018 at 12:28 PM
Setup ConnectWise > Step 4 > Create Billing Status (GL Reload)
Create Billing Status (GL Reload) & Invoice Screen Views Only invoices and purchase orders which are in a "Closed" state are posted through ...
Sat, 24 Mar, 2018 at 11:37 AM
Setup Connectwise > Step 5 > Accounting Package Interface Configuration
Setup Accounting Package Interface in ConnectWise In this section we will configure the accounting package interface in Connectwise to structure the data...
Sat, 24 Mar, 2018 at 11:37 AM
Setup ConnectWise > Step 6 > GL Mapping (System Accounts)
Create GL Mapping Records to Map System Accounts to QBO Account Numbers In this section we will be mapping the account numbers from QBO into the GL Mappi...
Sat, 24 Mar, 2018 at 11:37 AM
Setup ConnectWise > Step 7 > GL Mapping (Product Revenue & COGS Accounts)
Create GL Mapping Records to Map Product Revenue & Cost of Goods Sold Accounts to QuickBooks Online Account Numbers In this section we will be mappin...
Sat, 24 Mar, 2018 at 11:37 AM
Setup Connectwise > Step 8 > GL Mapping (Non-Product Revenue & COGS Accounts)
Create GL Mapping Records to Map Non-Product Revenue Accounts to QuickBooks Online Account Numbers In this section we will be mapping the non product rev...
Sat, 24 Mar, 2018 at 11:37 AM
Setup Connectwise > Step 9 > GL Mapping (Additional Data Types)
Create GL Mapping Records to all other Account Types In this section we will be mapping the remaining types. Although all Account Types are available to be...
Sat, 24 Mar, 2018 at 11:37 AM