Popular Articles

  1.  QuickBooks WebConnector Setup

    Last Updated: 01/31/2024 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 Launching the synchronization with QuickBooks Log into Qu...

  2. Payments Failing to Sync

    Last Updated: 01/31/2024 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 Payments Failing To Sync: This indicates a payment made in Co...

  3. Email Delivery Options

    Last Updated: 02/02/2024 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 FROM Address Setting a custom "FROM" email address in the por...

  4. What are these charges to my checking account?

    Last Updated: 01/31/2024 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 Monthly Fees ConnectBooster billing is split between ConnectB...

  5. Client Emails

    Last Updated: 02/02/2024 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 This section allows you to enable and customize the system ema...

  6. Setting up the ConnectWise Manage integration

    Last Updated: 02/02/2024 in Configurations Integrations CRM/PSA ConnectWise
    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 Creating an API Member These steps are required to get Conn...

  7.  Pay Now

    Last Updated: 02/02/2024 in Configurations Configurations Billing
    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 is "Pay Now"? “Pay Now” enables your clients to pay invo...

  8. ConnectWise Sell Setup

    Last Updated: 02/02/2024 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...

  9. Single Sign-On - ConnectWise

    Last Updated: 02/02/2024 in Configurations Configurations Client Users
    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 Follow the steps below to leverage ConnectBooster client funct...

  10. Client Profiles

    Last Updated: 02/02/2024 in Configurations Configurations Client Users
    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 Navigate to Configurations + Client Users + Client Profiles  ...
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