Updated Articles

  1. Microsoft Dynamics Business Central Setup Guide

     + ConnectBooster & Microsoft Dynamics Business Central Setup Overview Use this guide for configuring ConnectBooster to synchronize with Dynamics 365 Business Central. This guide includes step-by-step instructions for installing the ...
  2. Customer Password Reset

    Purpose As part of ConnectBooster's continued efforts to uphold the latest in cybersecurity standards, all users will be prompted to update their password. Reason These required changes coincide with an architectural update to ConnectBooster....
  3.  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...
  4.  QuickBooks - Online Setup

    To Connect: Login to your mycompanyprefix.connectboosterportal.com Navigate to   Settings + Configurations + Integrations Click on the QuickBooks Online integration card, + Settings. Select “Connect to QuickBooks” ...
  5. QuickBooks Disconnect

    You have disconnected QuickBooks Online and ConnectBooster.  To reconnect, please follow the steps below. Text instructions: Login to your mycompanyprefix.connectboosterportal.com Navigate to   Settings + Configurations + Integrati...
  6. Provider Settings

    Setting the primary CRM Integration. Navigate to Settings > Configurations > Client Users  NOTE: ** Changing the primary Membership Integration without first contacting support can have data consequences **   Membership Integrati...
  7. Setting up the Kaseya BMS integration

    + ConnectBooster & Kaseya BMS Configuration Guide Overview Use this step-by-step guide for configuring ConnectBooster to synchronize with BMS.  Once completed, your ConnectBooster portal will then be able to pull Accounts, Conta...
  8. Invoice Image Data

    Select Default Invoice PDF This setting allows you to set a preference  hierarchy  that the system will follow for various portal functions.  The primary function drives which identical invoice copy clients can * view & ...
  9. Sage Intacct Setup Guide

     + ConnectBooster & Sage Intacct Deployment Guide Overview Use this guide for configuring ConnectBooster to synchronize with Sage Intacct. This guide includes step-by-step instructions for connecting ConnectBooster to connect a Si...
  10. Email Delivery Options

    FROM Address Setting a custom "FROM" email address in the portal will change the appearance of the address displayed in your customer's email client (inbox).  If a "FROM" address is not set, the address will default to...