QuickBooks Online is the leading software-as-a-service financial management tool for small business.
Connect to your financial data in minutes with ConnectWise Manage and QuickBooks Online!
Take control of your day-to-day business finances with QuickBooks Online, a leading software-as-a-service financial management tool. Designed for established small businesses, QuickBooks Online helps you manage your accounts with ease and accuracy, saving you time so you can focus on growing your business.
With the QuickBooks Online integration to ConnectWise Manage, partners can export the following financial information from ConnectWise Manage and update QuickBooks Online in minutes:
- Procurement item receipts
Features and Benefits:
- Auto-creation – The integration will automatically create new customers, vendors, and products in QuickBooks Online for any records that do not already exist.
- Single record batches – Every transaction is batched over to QuickBooks Online individually as a single record batch; so, un-batching transactions is much easier if the need arises.
- Sync All – Sometimes it’s nice to be able to have a higher view of transactions; so, with this option, you can simply sync all pending items with the click of a button.
- Transactional Validation – All transactions are validated during the batch to ensure that the data that arrives in QuickBooks Online is accurate.
- Online Payment – Easily allow for online payments of your ConnectWise Manage invoice within QuickBooks Online.
- Sync Payments – Update the payment status from QuickBooks Online to ConnectWise Manage to reflect an up-to-date balance per customer.
- Multiple QuickBooks Online Accounts – If you have multiple QuickBooks Online accounts, no problem! You can connect those various accounts to ConnectWise Manage and even set default ConnectWise Manage locations for each QuickBooks Online account to make for faster processing.
- Sync Statistics – Gain visibility into your financial data with interactive graphs to visually review the transactions included in your batches.
- Multi-Currency – Easily support multiple currencies across ConnectWise Manage and QuickBooks Online.
- Integrated Support – Contact your consultant quickly through an online form that can automatically attach your log data for their review.
Supported Versions: QuickBooks Online Simple Start, Essentials, Plus, and Accountant
Check out this video that shows the financial information you can transfer from ConnectWise Manage:
For integration setup assistance, please refer to the following User Guide:
The ConnectWise Manage-QuickBooks Online Integration is certified via the ConnectWise Invent Program.
If you need assistance with integration implementation, please send a note to Help@ConnectWise.com. The ConnectWise Manage support team will be your liaison to work with the Mobius Works team to resolve any issues.