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ConnectWise Step 1 In ConnectWise PSA, Set up new tax codes in the Tax Code Setup Table – Setup Tables > Invoicing > Tax Codes. We suggest renaming the current tax codes then

The Product Catalog Maintenance has two tools, QBO Product Sync and Product Cleanup. QBO Product Sync Tool The QBO Product Sync tool is used to sync product changes in PSA

Will Mass Maintenance Booster work on any device? Mass Maintenance Booster will work from any device in your office. Can we limit who has access to Mass Maintenance Booster? Yes

In ConnectWise PSA, navigate to System > Security Roles. Select + to create a new role. Give the role a name. Configure the permissions as follows: Italicized items are for Beta Users

Common ConnectWise PSA Configuration Issues Issue 1 – The API key did not set up properly, resulting in a message stating that the system could not access ConnectWise Members. To resolve

In ConnectWise PSA, navigate to System > Security Roles. Select + to create a new role. Give the role a name. Configure the permissions as follows: Italicized items are for Beta Users

On the Time Report page, I receive an error saying a Type/Code is not setup, but nothing is missing on the Account Manager page.  How do I fix this

Can I restrict users from creating tickets on certain boards? Yes, you can configure which users have access to each Forwarder. Can I make a ticket by just sending an

QuickTix allows you to select a specific ticket status when it creates a new ticket.  You can use a specific status that responds with a special message. In ConnectWise PSA

To view your payment history, login to your Productivity Tools account Log in to the QuickTix Portal https://portal.tryquicktix.com/login.asp Under Payment Details, select View Payment History

You can view the QuickTix Log (audit trail) by navigating to Reports.  Enter the date range to search and select View Report.  A log of all emails sent to QuickTix

Step 1 – Set up Users During the activation of QuickTix, an option of “Manual Entry or Import users from ConnectWise” was chosen.  You can add users at any time by

To update your payment method, complete the following two steps: Login to the QuickTix Portal https://portal.tryquicktix.com/login.asp and select Update Payment Method. On the Update Payment

To cancel your QuickTix Subscription, complete the following two steps: Login to the QuickTix Portal https://portal.tryquicktix.com/login.asp and select Update Payment Method. On the Update Payment