ConnectBooster Support
Table of Contents
Table of Contents
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Release Notes
Contact Us
Home
Glossary
FAQ
I need to setup the WebConnector again
Payments Failing to Sync
WebConnector Sync Errors and Best Practices
My customer has missing invoices
I can't login! Help!
How do I issue a refund?
How do I reconcile or match my deposits?
What are these charges to my checking account?
What is the typical flow of invoices?
What is a locked invoice, and how do I resolve this?
How can I better secure my accounts?
What is a locked Payment Method, and how do I resolve this?
Overview
Administration Overview
Unresolved ACH/EFT Returns
Associate Your ConnectBooster and KaseyaOne Accounts
Customers
Customer Search
Customer Profile Overview
Default Contacts
Customer Details
Assign Profile and Send Welcome Email
Balance
Open Invoices - Internal User
Customer Credits
Pending Payments
Scheduled
Payments Calendar
Payment Methods
Setting up Customer AutoPay
Invoice History
Transaction History
Viewing Invoices
General
Customization Overview
Basic Information
Branding
Ad Cards
Ad Card Best Practices & Examples
Configurations
Integrations
Integrations Overview
Accounting
QuickBooks
QuickBooks WebConnector Setup
Sync From Date
QuickBooks - Online Setup
QuickBooks Version Support
QuickBooks Disconnect
Dynamics GP
GP Deployment Guide
Xero
Xero Data Flow
Setting up Xero Integration
Common Xero Questions
Sage Intacct
Sage Intacct Setup Guide
CRM/PSA
ConnectWise
Setting up the ConnectWise Manage integration
Setting up ConnectWise Manage Pods
ConnectWise Manage Custom Field Mapping
Configure ConnectWise Manage integration with less than Admin permissions
Custom Field Mapping with Sell
Custom Field Mapping with QuoteValet
Autotask
Setting up the Datto Autotask PSA Integration
Autotask User Defined Field Mapping for Opportunities
Kaseya BMS
Setting up the Kaseya BMS integration
Gateway
API Security Key for Payments from other integrations
Quoter Setup
ConnectWise Sell Setup
Zomentum Setup
QuoteWerks QuoteValet
More
Custom
Setting up a Custom Integration
GetInvoiceImage Command
LoginWithToken Command - Custom Integration
CloudRadial SSO - Using LoginWithToken
InvarosoftSSO - Using LoginWithToken
Datagate Innovation - Custom Invoice Image
GreatAmerica
GreatAmerica Integration Setup
GreatAmerica Invoice
GreatAmerica Payments
HTML iframe
Configurations
AutoPay
AutoPay: Automatic Approval Process Settings
AutoPay Settings
Overview: AutoPay Approval Process
Billing
Accounting
Gateway
Invoice Image Data
Pay Now
Payment Methods
Internal Settings
Internal Users
Internal User Profiles
Internal Notifications
2-Factor Authentication
Client Users
Client Profiles
Provider Settings
Single Sign-On - ConnectWise
2-Factor for Customers
Client Emails
Client Emails
Email Delivery Options
Email Best Practices
Service
Service
API Keys
Entities
Reports
Report Types
Email History Report
Open Invoices Report
Company Reconciliation Report
Transaction Report
All Invoices Report
Scheduled Payments Report
Autopay Configurations Report
Expiring and Locked Credit Cards
Login History Report
Billing Gateway Report
Subscriptions
Email Tracking
Welcome to ConnectBooster Support!
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Reports
Subscriptions
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Popular Articles
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