Section B - Setting up Integrations Archives

24 Jun B5. Mapping QuickBooks Payment Method List to ConnectBooster Payment Methods

Posted at 13:53h in

Navigate to “Lists > Customer Vendor Profiles > Payment Methods” list. The left payment method column needs to match the syntax as listed in ConnectBooster, under Setup > Accounting > Accounting Payment Methods. Make sure they appear exactly as depicted in the screen shot below. For example,...

24 Jun B4. Syncing up QuickBooks – Adding ConnectBooster as an administrator

Posted at 13:49h in

How to sync up your Quickbooks with ConnectBooster Open QuickBooks, and enter the correct company file as the Quickbooks master administrator. This needs to be the main "Admin" account, not a user with administrator privileges. Place the company file in single-user mode - this is only needed for...

24 Jun B3. Setting up the login screen where you clients access your portal

Posted at 13:48h in

How to set up the login screen where your clients access your portal, and get them their logins. After you’ve integrated ConnectBooster with ConnectWise, your portal should be live at: http://yourcompanyname.connectbooster.com Login/password information for clients: The username for your clients will be the email address you assign that contact...

24 Jun B2. Set up main and secondary profiles for ConnectBooster

Posted at 13:40h in

Set up your main and secondary profiles for ConnectBooster in ConnectWise. In ConnectWise navigate to Contacts > Companies. Look for ConnectBooster as a “Company Contact.” If ConnectBooster is not already listed, create a listing under “New Company.” Type in all the information (address, phone number, etc.) that you see...

24 Jun B1. Setting up the ConnectWise Integrator

Posted at 13:39h in

Setting up your ConnectWise Integrator Log into your ConnectWise account. Under the "System" tab, go to “Setup Tables.” Search for table name *Integrator, and select the integrator log-in table Create a new Integrator Note: Be sure to set the Username as "connectbooster" and the Access Level to "All records". -...