New Articles

  1. 2-Factor Authentication

    Created On: 02/04/2020 in Configurations Configurations Internal Settings
    Enable two-factor authentication for your ConnectBooster account

  2. ConnectWise Sell Setup

    Created On: 11/26/2019 in Configurations Integrations Gateway
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm This document is broken down into a 5 part setup process, whic...

  3. Quoter Setup

    Created On: 11/05/2019 in Configurations Integrations Gateway
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Quoter Setup 1. Navigate to Settings + Payment Gateways.  ...

  4. API Security Key for Payments from other integrations

    Created On: 10/17/2019 in Configurations Integrations Gateway
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Part 1: Creating A New BNG Gateway User Login to your BNG Gat...

  5. What is the typical flow of invoices?

    Created On: 05/01/2019 in FAQ
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Invoice Life Cycle Typically when using a CRM/PSA tool and Ac...

  6. Email Best Practices

    Created On: 04/17/2019 in Configurations Configurations Client Emails
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm While email is never 100% guaranteed on reaching its destinati...

  7. QuickBooks Version Support

    Created On: 04/04/2019 in Configurations Integrations Accounting QuickBooks
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm What versions of QuickBooks Desktop do we support? We officia...

  8. GreatAmerica Payments

    Created On: 03/15/2019 in Configurations Integrations More GreatAmerica
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm The GreatAmerica Payments page allows users to create and subm...

  9. GreatAmerica Invoice

    Created On: 03/15/2019 in Configurations Integrations More GreatAmerica
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Edit Invoice When a payment does NOT have a vendor invoice nu...

  10. QuickBooks - Online Setup

    Created On: 03/15/2019 in Configurations Integrations Accounting QuickBooks
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm To Connect: Login to your mycompanyprefix.connectboost...
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