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 t...
Mon, 30 Apr, 2018 at 6:35 PM
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 financi...
Mon, 21 May, 2018 at 4:59 PM
Setup ConnectWise > Step 2 > Creating an Integrator Login
How To: Create an Integrator Login Wise-Sync connects through to your ConnectWise database through two authentication methods, one is the PSA Member f...
Mon, 21 May, 2018 at 5:56 PM
Setup ConnectWise > Step 3 > Update Terms XRef
Update TermsXRef Open Connectwise, and navigate to: Setup  > Setup Tables Search for "Billing Terms" in the [Table] field Select the B...
Mon, 21 May, 2018 at 6:36 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...
Wed, 23 May, 2018 at 6:08 PM
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 d...
Wed, 23 May, 2018 at 6:54 PM
Setup ConnectWise > Step 6 > GL Mapping (System Accounts)
Create GL Mapping Records to Map System Accounts to Xero Account Numbers In this section we will be mapping the account numbers from XERO into the GL Map...
Sat, 24 Mar, 2018 at 11:40 AM
Setup Connectwise > You're Done - A Checklist Before You Start Syncing
So You're Ready to Sync to Xero, let's just double check. Before you're ready to hit the sync button, lets just recap and make sure that y...
Sat, 24 Mar, 2018 at 11:40 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 Xero Account Numbers In this section we will be mapping the revenue...
Sat, 24 Mar, 2018 at 11:40 AM
Setup Connectwise > Step 8 > GL Mapping (Non-Product Revenue & COGS Accounts)
Create GL Mapping Records to Map Non-Product Revenue Accounts to Xero Account Numbers In this section we will be mapping the non product revenue and ...
Tue, 22 May, 2018 at 1:20 PM