Popular Articles

  1.  QuickBooks WebConnector Setup

    Launching the synchronization with QuickBooks Log into Quickbooks as the main “Admin” user account. Set the company file to SINGLE user mode. Launch the Web Connector program. This is normally located under Start -> All Pr...
  2. Email Delivery Options

    Custom "FROM" address Setting the "FROM" Email address in the portal will change the appearance of the email address displayed in your customer's email client (inbox).  Benefits: Utilize our email server Improved re...
  3.  Pay Now

    What is "Pay Now"? “Pay Now” enables your clients to pay invoices online, without requiring login to your ConnectBooster portal. This means clients can still pay you on the ConnectBooster system, even if they don't have ac...
  4. Setting up the ConnectWise Manage integration

    Creating an API Member These steps are required to get ConnectBooster syncing data from ConnectWise Manage.  Note: Your ConnectWise Manage admin or another team member with elevated permissions may be needed to access some of the areas des...
  5. 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...
  6. Client Emails

    The Client Emails section allows you to enable and customize the system emails that are sent to your customers. Customer Emails are grouped into four categories: Transaction Receipts Portal Access Account Notifications Invoice Past Due Notices ...
  7. Configure ConnectWise Sell

    This document is broken down into a 5 part setup process, which should take less than 10 minutes. Once complete, you will be able to utilize ConnectWise Sell with the same BNG Gateway/ConnectBooster back-end you are using today. One of the major be...
  8. Setting up ConnectWise Manage Pods

    ConnectWise Manage Pod Setup In , navigate to any company's Company Finance Screen . Scroll to the far right of the Tabs menu to access the Gear icon. Click the gear icon to access the Tab Configuration . Move the "ConnectBooster&quo...
  9. Single Sign-On - ConnectWise

    Single Sign-On Follow the steps below to leverage ConnectBooster client functionality directly inside of the Manage Customer Portal. This allows for seamless service and billing functions for your customers as a one-stop-shop approach! Within your...
  10. Client Profiles

    Client Profiles Navigate to Settings --> Configurations --> Client Users --> Client Profiles   This section allows you to control and manage the various security "Profile" levels for clients. This turns on or off various f...