Popular Articles

  1. QuickBooks Disconnect

    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 You have disconnected QuickBooks Online and ConnectBooster. ...

  2. Entities

    Last Updated: 02/02/2024 in Configurations
    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 the Entities section? The Entities section is used to...

  3. Email History Report

    Last Updated: 02/02/2024 in Reports
    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 Email History report allows you to pull a record of any em...

  4. Autopay Configurations Report

    Last Updated: 02/02/2024 in Reports
    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 access the Autopay Configurations Report, direct to Report...

  5. Custom Field Mapping with QuoteValet

    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 QuoteWerks & QuoteValet Field Mapping This document is tailor...

  6. Expiring and Locked Credit Cards

    Last Updated: 02/02/2024 in Reports
    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 access the Expiring and Locked Credit Cards Report, direct ...

  7. Contact Email History

    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 total emails sent in the current year will be broken o...

  8. Billing Gateway Report

    Last Updated: 02/02/2024 in Reports
    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 access the Billing Gateway Report, direct to Reports + Bil...

  9. ConnectBooster Release 2/1/2024

    Last Updated: 02/02/2024 in Release Notes
    February 1st 2024 The following is a comprehensive list of all updates released on the date above. New None Fixed Resolved an issue where the payment method expiration month did not accept "01" as a valid month. Deprecations None ...

  10. Scheduled Payments Report

    Last Updated: 02/02/2024 in Reports
    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 access the Scheduled Payments Report, direct to Reports + ...
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