The Product Cleanup tool will mark products inactive if they have not been used within a selected period of time. Syncing product status from ConnectWise PSA to QuickBooks Online is also supported.
To enable this tool, log into MMB and select Tools > Product Cleanup. Select the toggle for Enable Product Cleanup and a list of options will be displayed:
Mark product as inactive if it hasn't been used in XX months
Enter the number of months of inactivity after which a product should be considered inactive. For each active product in ConnectWise PSA, the cleanup tool will check for agreements, tickets, project tickets, sales orders, opportunities, and invoices that used the product within this timeframe. If no results were found, the product will be set to inactive status.
Also mark the product inactive in QuickBooks Online
Select this option if you would like to set the product to inactive status in QuickBooks Online as well.
Requires an active QuickBooks Online connection.
Mark products in QuickBooks Online inactive if they are inactive in ConnectWise PSA
Select this option and the tool will compare already inactive products in ConnectWise PSA against active products in QuickBooks Online and set any matches found to the inactive status.
Requires an active QuickBooks Online connection.
Email Address(es)
Enter one or more email addresses to receive an email summary of the cleanup process. You can also view a detailed report of the cleanup results any time by selecting Reports > Product Cleanup Report. The report will display a list of products that were deactivated along with the date they were last used.
When enabled, this tool will run once a day at midnight (ET). To run it manually, select the Run Product Cleanup Now button. The cleanup tool will open in a new window, and a progress bar will appear. Once the product lookup is complete, a list of changes will be displayed for review. Select the Apply Results button to apply the changes.
Note:
Depending on the number of products in ConnectWise PSA, the first cleanup may take a long time to run.
Some permission changes are required. Please check your ConnectWise PSA Configuration before using this tool.