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ConnectBooster Support

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  • FAQ
    •  I need to setup the WebConnector again
    • Payments Failing to Sync
    • WebConnector Sync Errors and Best Practices
    • An organization has missing invoices
    • I can't log in! 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
  • Organizations
    • Assign Profile and Send Welcome Email
    • Organization Search
    • Organization Profile Overview
    • Default Contacts
    • Organization Details
    • Balance
    • Open Invoices - Internal User
    • Organization Credits
    • Pending Payments
    • Scheduled
    • Payments Calendar
    • Payment Methods
    • Setting up Organization AutoPay
    • Invoice History
    • Viewing Invoices
    • Transaction History
    • Organization Email History
    • Contact Email History
  • General
    • Customization Overview
    • Basic Information
    • Branding
    • Ad Cards
    • Ad Card Best Practices & Examples
    • Overview Layout
  • 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
          • 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
        • Internal: 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 Organizations
      • Client Emails
        • Client Emails
        • Email Delivery Options
        • Email Best Practices
      • Service
        • Service
    • 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
  • Home
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  • Integrations

Accounting

QuickBooks

Dynamics Business Central

Dynamics GP

Xero

Sage Intacct

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