Updated Articles | ConnectBooster Support

Microsoft Dynamics Business Central Setup Guide

Last Updated: 08/09/2022 in Settings Integrations Accounting Dynamics Business Central

+ 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 ...
Customer Password Reset

Last Updated: 07/27/2022

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....
QuickBooks WebConnector Setup

Last Updated: 06/09/2022 in Settings Integrations Accounting QuickBooks

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...
QuickBooks - Online Setup

Last Updated: 06/08/2022 in Settings Integrations Accounting QuickBooks

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” ...
QuickBooks Disconnect

Last Updated: 06/08/2022 in Settings Integrations Accounting QuickBooks

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...
Provider Settings

Last Updated: 01/27/2022 in Settings Configurations Client Users

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...
Setting up the Kaseya BMS integration

Last Updated: 12/22/2021 in Settings Integrations CRM/PSA Kaseya BMS

+ 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...
Invoice Image Data

Last Updated: 12/20/2021 in Settings Configurations Billing

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 & ...
Sage Intacct Setup Guide

Last Updated: 12/16/2021 in Settings Integrations Accounting Sage Intacct

+ 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...
Email Delivery Options

Last Updated: 12/09/2021 in Settings Configurations Client Emails

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...