Getting Started - QuickBooks Online Setup

QuickBooks Online Setup > Overview
Setup QuickBooks Online Wise-Sync has been designed to capture as much of the information from ConnectWise and transact to QBO in the most detailed possib...
Sat, 24 Mar, 2018 at 11:37 AM
Step 1 > Enable Account Number in Chart of Account Settings
Enable Account Numbers in Advanced Company Settings Wise-Sync maps to "Account" numbers, which requires a setting to be enabled if not already. ...
Sat, 24 Mar, 2018 at 11:37 AM
Step 2 > Add Account Numbers to your Chart of Accounts
Adding Account Numbers to your Chart of Accounts. Note: This next section is only required if you do not already have the "Account Numbering"...
Sat, 24 Mar, 2018 at 11:37 AM
Step 3 > Setup Tax Groups & Payment Terms
Setup Sales Tax Groups Wise-Sync will apply Tax Rates QuickBooks Online based on the Tax Group name in ConnectWise. If there is a mismatch between the ...
Sat, 24 Mar, 2018 at 11:37 AM
Step 4 > You're Done - A Checklist Before You Start Syncing
So you've completed the QuickBooks Online Setup.  Lets do a quick recap before we move onto Setting up ConnectWise. Things you need to have complet...
Sat, 24 Mar, 2018 at 11:37 AM
QBO Account / GL Mapping - Account Names (Description)
Account Names (Description) The account description can be used in place of Numbers, where a description is provided, this is then matched against the Acco...
Sat, 24 Mar, 2018 at 11:37 AM
QBO Account / GL Mapping and Supported Account Mappings - Account Numbers
QBO Account / GL Mapping and Supported Account Mappings - Account Numbers Account numbers are the preferred option, they provide for the most control a...
Sat, 24 Mar, 2018 at 11:37 AM
QBO Account / GL Mapping and Supported Account Mappings
QBO Account / GL Mapping and Supported Account Mappings Account numbers are the preferred option, they provide for the most control and validation is ...
Sat, 24 Mar, 2018 at 11:37 AM
QBO Automated Sales Tax (US Region)
Intuit have upgraded their Sales Tax calculations to a new auto Automated Sales Tax (AST), which will calculate the sales tax on an invoice. Tax will be...
Fri, 2 Aug, 2019 at 1:54 PM
Known Issue: QBO Automated Sales Tax (US Region) Override for $0 Sales Tax Transactions
When the Override Sales Tax Level in Wise-Sync Company Settings > Tax Codes is set to Warning, Wise-Sync will override the sales tax amount and allocate...
Fri, 13 Apr, 2018 at 12:04 PM