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 I need to setup the WebConnector again
Payments Failing to Sync
Payments Failing To Sync: This indicates a payment made in ConnectBooster has been rejected when the sync attempted to record the payment receipt into your QuickBooks . This can commonly happen if one (or more) of the invoices to which the p...
WebConnector Sync Errors and Best Practices
Sync Failures for QuickBooks Desktop Due to the manner in which QuickBooks/Intuit developed the Web Connector, the sync tool can NOT run as a background service. This limitation is one of the root causes for the instability issues, as we are forced...
My customer has missing invoices
The preliminary action would be to check if the invoices indeed exist in your accounting package (ex., QuickBooks). Do they have actual outstanding balances/amounts due? The foremost common solution is to make sure a synchronization with your accoun...
I can't login! Help!
The first thing to identify is who is the individual encountering this trouble? Is it an internal team member, or end client?  Steps for Internal Employee  resolution: Have an administrator go to Settings + Configurations + Users &am...
How do I issue a refund?
Refunds are usually issued through the  BNG Gateway. This may differ depending on your particular processing integration Log in at  www.bnggateway.com Please contact the main account holder, or [email protected] to reset l...
How do I reconcile or match my deposits?
The payments which are of types Visa, MasterCard, Discover & American Express that are run on the same day will be grouped together and deposited to you two business days after they were initiated. ACH payments will be grouped and deposit 3-4 b...
What are these charges to my checking account?
Here is a list of items you may expect to see in your bank account which relate to ConnectBooster: Gateway Services Clearent Monthly Fee CBI Debit Description: CBI (ConnectBooster Inc) - $149 SaaS charge for the CB portal. You should receiv...
What is the typical flow of invoices?
Invoice Life Cycle Typically when using a CRM/PSA tool and Accounting package, your invoice and payment workflow will look like this. ...