-
Created on: 10/17/2019
in Settings Integrations Gateway Part 1: Creating A New BNG Gateway User Navigate to Options --> Settings General Options --> User Accounts Click Link to Add A New User Complete Required User Profile Fields Set User Permissions as Shown *Optional: If y...
-
Created on: 08/08/2019
in Release notes August 15th, 2019 You asked, we listened! Customers requested a few Quality-of-Life improvements for system notifications (internal facing). Our update includes three brand new email notifications. The new notifications are: Payment Method Chang...
-
Created on: 05/01/2019
in FAQ Invoice Life Cycle Typically when using a CRM/PSA tool and Accounting package, your invoice and payment workflow will look like this. ...
-
While email is never 100% guaranteed on reaching its destination, there are some steps your organization can take to help ensure your emails have the best chance. SPAM Considerations Content of emails: What is actually in your email can aff...
-
What versions of QuickBooks Desktop do we support? We officially support the software versions that Intuit still maintains and actively governs customer support. This is typically the past 3 years of Pro/Premier/Enterprise releases. While older ver...
-
Created on: 03/18/2019
in Release notes March 15th, 2019 Getting Paid by your clients just got a whole lot easier! This long awaited and exciting feature is finally here! “ Pay Now ” enables the ability for your clients to pay invoices online, anytime 24/7 without re...
-
Payments The GreatAmerica Payments page allows users to create and submit an invoice for the corresponding payment to your accounting integration for payments paid through GreatAmerica. The page can be accessed from the left-hand three bar menu, or...
-
Edit Invoice When a payment does NOT have a vendor invoice number or previous matching invoice, an invoice will need to be created or selected to apply the payment towards. Payments that have the "Edit Invoice" action means the invo...
-
To Connect: Login to your mycompanyprefix.connectboosterportal.com Navigate to Settings + Configurations + Integrations Click on the QuickBooks Online integration card. Select “Connect to QuickBooks” Enter your...
-
Created on: 03/13/2019
in Release notes October 2nd, 2018 Click Level Email Tracking With this ConnectBooster update, you can now seamlessly find out if customers are opening their email notifications! This can be added to your monthly subscription to tell when specific events happen o...