Popular Articles

  1. ConnectWise Manage Custom Field Mapping

    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 Display quotes inside of ConnectBooster This document details...

  2. 2-Factor Authentication

    Last Updated: 02/02/2024 in Configurations Configurations Internal Settings
    Enable two-factor authentication for your ConnectBooster account

  3. Organization Details

    Last Updated: 02/02/2024 in Organizations
    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 Here you may grant a organization access to the portal, vi...

  4. Setting up ConnectWise Manage Pods

    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 ConnectWise Manage Pod Configuration A user with access to th...

  5. Setting up Organization AutoPay

    Last Updated: 02/02/2024 in Organizations
    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 Autopay section of the Organization Profile is where y...

  6. Payment Methods

    Last Updated: 02/02/2024 in Organizations
    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 On the Organization Profile, the "Payment Methods" section lis...

  7. WebConnector Sync Errors and Best Practices

    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 Sync Failures for QuickBooks Desktop Due to the manner in whi...

  8.  QuickBooks - Online Setup

    Last Updated: 02/02/2024 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 To Connect: Login to your mycompanyprefix.connectboost...

  9. What is a locked invoice, and how do I resolve this?

    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 Locked Invoice Help If you received the "Locked Invoices Summ...

  10. Email Best Practices

    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 While email is never 100% guaranteed on reaching its destinati...
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