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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 |
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 |
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 |
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 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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |