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Launching the synchronization with QuickBooks Online Log into Quickbooks Online as the main "Admin" user account. Navigate to the Settings gear + Your Account Note: (if this option is not available, you may not be logged into QB with high enough privileges)   Navigate to "Your Account" and Locate...

If you are encountering the Unique File ID/Owner ID error message, try modifying the downloaded configuration file (from Step 4 of the setup procedure.) Navigate to the location where you saved the configuration QBWC file. Right-click and select "Open with". You may need to click the...

Desktop Quick Books users using the ConnectBooster Web Connector sync feature now have the option to pull in historical and manual payments that have been made outside of ConnectBooster! What This Means: Your clients will have a much more comprehensive payment history to view! Clients clicking on...

Use the Company Search to look up your customers. Then login and impersonate their point of view, configure payment methods, enroll them in AutoPay, or make payments on their behalf. Search for a portion of your client’s name and click Search. From the list of...

Learn how to configure your Blocktime settings. This allows your clients to see a running total of how much time they’ve used, technician notes about what they’ve spent it on, and how much time they have left. Navigate through Setup > Agreement Blocktime/Retainer Configuration. Shift the Blocktime services...

Configure the Service Board Integrator Configuration. This will allow your customers to write a ticket within ConnectBooster and have it show up in your ConnectWise portal. Navigate through Setup > Service Board > Service Board Integrators. Click “Add New...

Control what boards your clients see. Navigate through Setup > Service Board > Service Board Configuration Shift any boards you want your clients to see to the right. Keep everything else on the left. Each client will only be able to see tickets and information associated with...

Learn how to configure the ACH. Navigate through Setup > Billing > ACH Configuration. Type in the authorization code you received from ConnectBooster, or have the support staff at ConnectBooster handle it. ...

Enable what services you are willing to be paid automatically. Navigate through Setup Billing > Configure AutoPay If you want everything to be available as an option for AutoPay, move everything to the right, as seen below. Click Next to enable AutoPay for software agreements. Using the arrow keys,...