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Accounting Sync Release Notes https://sync.canny.io/changelog

To update your payment method, complete the following two steps: Login to the Accounting Sync Portal https://sync.visionary360.com/login.php and select Update Payment Method. On the Payment Method page, enter your updated payment method and select Save.

In ConnectWise PSA, navigate to System > Security Roles. Select + to create a new role. Give the role a name. Configure the permissions as follows: Add Level Edit Level Delete Level Inquire Level Companies Company Maintenance None None None All Project Project Headers None None None All Project Tickets None None None All Service Desk Service Tickets None None None All System API Reports None None None All Member Maintenance None None None All My Company None None None All Table Setup None None None All Customize: Allow access to General Ledger/GL Accounts Time/Charge Code Time & Expense Time Entry None None None All Create an API Member Navigate to System > Members > API Members (Tab). Select + to add a new API Member. Enter the following details: Member ID: LaborCast API Member Name: LaborCast API Assign the Security Role created above Complete the remaining fields as follows. Red fields are required. Green fields can be customized to fit your needs. We recommend setting the highest possible access level to ensure

Accessing the Payment Portal Click here to access our Payment Portal http://accounting.visionary360.com/ and select Payment Portal Access & Login. Next, login with your email address and password or select a social login (Google/Microsoft). Adding a new Payment Method To add a new payment method, navigate to the Payment Details page and select +Add new card or +Add new bank account. If you are adding a Bank Account (ACH) payment method, we HIGHLY recommend that you reach out to your bank to have Company ID 8263863381 whitelisted for debits/credits.  If an ACH failure occurs as a result of the Company ID not being whitelisted, a Returned Check Fee will be invoiced. Next, select the ellipse button (…) to the right of the newly added payment method and select Set as default. Updating Payment Methods To change from one saved payment method to another saved payment method, select the ellipse button (…) to the right of the payment method you'd like to start using and select Set as default. To update an existing payment

Sync Settings Summary This page allows you to configure what gets synchronized and how it is formatted. How to use this page Auto-Sync: Enable/Disable: Select Yes to enable Auto-Sync. Sync Frequency: Enter a value (in minutes) between 60 - 1440 to control how often the auto-sync process runs. Sync Data Types (Invoices, Expenses, Procurement, Payments): Select Yes or No for each data type. Disabling a type means it will be skipped during Auto-Sync operations. Email Address: If auto-sync fails, a notification will be sent to this email address. Use a semicolon (;) between email addresses to add multiple recipients. Export Approved Expenses Only: When enabled, only expenses marked as approved in ConnectWise PSA will be sent to QuickBooks. Credit Memo Application: Choose how payments & credit memos are applied to multiple invoices. Oldest: Applies to oldest invoices first. Largest: Applies to largest invoices first. Split: Applies evenly to all selected invoices. Invoice Format: Select a format for how line items

To update your payment method, complete the following two steps: Login to the Mass Maintenance Booster https://mmb.visionary360.com/login.asp and select Update Payment Method. On the Update Payment Information page, enter your updated payment method and select Continue.

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 adding your new tax codes.  This will depend upon your locality and the amount of tax codes required. Videos: How to mark old tax codes inactive How to update tax codes How to determine if you’re using tax groups How to create new tax codes MMB STEP 1 In Mass Maintenance Booster, Search for the old tax code presently used. MMB STEP 2 Select which records to be updated.  The list will contain Companies, Agreements and Sites. Next, click on Update Selected Records. MMB STEP 3 Select the new tax code to replace the old. Select Now, to update instantly or Later, to schedule in the future. Enter an email address (Optional for run now) to notify when the operational task has completed. Click the Save button to initiate. MMB STEP 4 Repeat for each tax code needing to be updated. MMB STEP 5 That’s it, you’re done.

The Product Catalog Maintenance tool is used to sync product changes in PSA to QBO. When a change occurs in PSA, the following fields are updated in QBO so both programs match. Income Account COGS/Expense Account Inventory Account Taxable Option Product Type Without these matching, when a product's GL mapping is changed in PSA and then syncs over to QBO, the Income, COGS/Expense, and Inventory will still go to which accounts are configured in QBO.  Changes to the taxability of a product will also no longer match.  And having mismatched product types can lead to inventory count and valuation issues.  Without this tool, these items need to be updated manually in QBO. Income, COGS/Expense, and Inventory Accounts are based on the PSA GL Mapping table. Product Types are based on the Type Cross Reference field in the PSA Product Type setup table. Number Function Description 1 Enable Product Sync Toggle to enable/disable tool 2 Run Mode Select which mode to run the tool. Send email results only – Sync will identify mismatches

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

When exporting to QuickBooks Online (QBO), you may receive the following error: Account ID is missing for the following companies: This occurs when the Journal Entry is split by company and one or more companies is missing an Account ID in ConnectWise PSA (PSA). During the export, LaborCast attempts to match companies to vendors in QBO based on the following: PSA Account ID = QBO Vendor Display Name PSA Company Name = QBO Vendor Company Name If no match is found, the vendor will be created in QBO. If the Account ID for a company is missing, the vendor cannot be matched or created. To resolve this error, follow the steps below: Log into ConnectWise PSA and select Finance > Company Finance. Search for a company that's missing the Account ID and click the Company Name. Under the Finance Details section, locate the Account ID field and enter the value that should be used in the QBO Vendor Display Name field for the company. Account IDs must be unique. Click the Save button to save your changes. Repeat as needed for

When exporting to QuickBooks Online (QBO), you may receive the following error: Vendor Number is missing for the following members This occurs when the Journal Entry is split by member and one or more members is missing a Vendor Number in ConnectWise PSA (PSA). During the export, LaborCast attempts to match members to vendors in QBO based on the following: PSA Member Full Name = QBO Vendor Display Name PSA Member Vendor Number = QBO Vendor Company Name If no match is found, the vendor will be created in QBO. If the Vendor Number for a member is missing, the vendor cannot be matched or created. To resolve this error, follow the steps below: Log into ConnectWise PSA and select System > Members. Locate a member that's missing the Vendor Number and click their Member ID. Under the System section, locate the Vendor Number field and enter the value that should be used in the QBO Vendor Display Name field for the member. Vendor Numbers must be unique. Click the Save button to save your changes. Repeat as needed for all

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 Information page, enter your updated payment method and select Continue.

In ConnectWise PSA, navigate to System > Security Roles. Select + to create a new role. Give the role a name. Configure the permissions as follows: Add Level Edit Level Delete Level Inquire Level Companies Company Maintenance None None None All Contacts None None None All CRM/Sales Activities All None None All Manage Attachments All None None All Service Desk Resource Scheduling All None None All Service Tickets All All None All System API Reports None None None All Member Maintenance None None None All Table Setup None None None All Customize: Allow access to: Activities/Activity Status-CRM Activities/Activity Type Company/Company Status Service/Priority Service/Service Board Create an API Member Navigate to System > Members > API Members (Tab). Select + to add a new API Member. Enter the following details: Member ID: QuickTix API Member Name: QuickTix API Assign the Security Role created above Complete the remaining fields as follows. Red fields are required. Green fields can be customized to fit your needs.

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, a login is required to access the Mass Maintenance Booster portal. Any there any usage limits? No, we do not limit usage. Do we have to install any software? No, Mass Maintenance Booster is a cloud-based solution. How hard is it to setup Mass Maintenance Booster? Setup is simple and should take 15 minutes or less. Just create your account, setup the API connection, and start using it. Can companies, agreements and sites all be updated at the same time in the PSA Tax Code Maintenance tool? Yes.  All items using the specified tax code can be updated at the same time.

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, simply delete the current API key and make a new one.  Copy the new Private and Public keys to the portal, save and try the connection test again.  If this does not work, then check the security permissions in the next solution. Issue 2 – The security privileges are not proper for the API member For troubleshooting purposes, change the Role ID* (Security Role) to Admin.  Save then try again.  If this works, the security role that is currently assigned to the API member does not have the correct security permissions. The correct security permissions can be found in this article: 📗 Instructions for setting up the API Member for QuickTix https://app.perfectwiki.xyz/?teamId=2a8ac935-66a5-473f-a9bf-287e9f3a8c1a &channelId=19%3A72de216295ff4cd1a21373eab80f8296%40thread.skype &subEntityId=FidtIL2bHZQ2j5YEz6Ui Issue 3 – Default

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? This is usually a permission issue.  Open the API Member in ConnectWise PSA and see if any service boards appear in the Restricted Boards section and remove them. How do I know what a setting really does? Most settings have an Info Icon (white circle with an “i”) that will display an explanation of that option in detail.  Just hover your mouse over the Info Icon to view the explanation. Should I configure my Service Manager as COGS Only? Service Managers are typically considered COGS.  However, if the service manager rarely enters any billable time on tickets, then the Split Type should be set to “COGS/Member Type” on the Member Manager page. How do I remove a member from LaborCast that is no longer listed in ConnectWise PSA? On the Member Manager page, select the Make Inactive button at the end of the row for that member. How do I configure StreamlineIT Members in

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 will be displayed and included the Date/Time the message was received, email address of the Original Sender, email address of Member who used the Forwarder, the name of the Forwarder, and the results. (Ticket created, NDR sent, etc.)

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 email directly to QuickTix? No. QuickTix is designed to convert forwarded emails into tickets.  However, you can create an activity from a direct email. Can I setup a forwarder for a board that does not have an email connector? Yes. A forwarder can be setup for any board. Can QuickTix be used to create activities? Yes. An activity can be created from a forwarded or direct email. To enable this function, login to the QuickTix portal. https://portal.tryquicktix.com/login.asp Select Forwarders. Toggle the slider to Enable Activities. Select Edit on the newly created Forwarder named [email protected]. Select a Default Company. Select an Activity Type to be used for created Activities. Select an Activity Status to be used for created Activities. Select the users allowed to use this Forwarder. Select if you'd like the sender to receive an acknowledge

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 navigating to Users and selecting +Add New User or +Import from ConnectWise. Unauthorized users will receive a bounce back message advising them that they are not authorized to use the system. When adding a new user, do not enter the full email address in the Email Username field.  Only enter the user portion.  Example:  For [email protected], only enter monica. If you have more than one domain name configured in QuickTix, you can choose which domain names the user is associated with. Step 2 – Configure Forwarders Enable Activities Select Forwarders. Toggle the slider to Enable Activities. Select Edit on the newly created Forwarder named [email protected]. Select a Default Company. Select an Activity Type to be used for created Activities. Select an Activity Status to be used for created Activities. Select the users allowed to use this Forwarder.