🎓 Webinar: Who’s the Truth Holder? Solving PSA ↔ QBO Product Classification Issues If you’ve recently moved from QuickBooks Desktop to QuickBooks Online, you might’ve noticed something… off. Syncs that used to run smoothly are now throwing classification errors, and updates made in ConnectWise PSA just aren’t sticking. That’s because QuickBooks Online has taken over as the “truth holder” — and it’s no longer playing nicely with PSA. In this must-attend webinar, we’ll unpack: 🔄

Workflows aren’t just for chasing time entries—they can clean up chaos, boost efficiency, and save hours every week. If your team is still relying on sticky notes, Slack messages, or “Did you see that ticket?” emails… ConnectWise automation might be the sidekick you didn’t know you needed. But let’s be real: building automation isn’t just about checking a box. It’s about understanding how triggers work, setting realistic expectations, and avoiding alert fatigue. Let’s walk through

Hint: They’re the secret to profitable agreements and stress-free invoicing. When it comes to ConnectWise setup, Work Roles and Work Types don’t always get the spotlight. But here’s the truth: without them, your invoicing and agreement coverage can quickly turn into a nightmare. Think of Work Roles and Work Types as your PSA’s power couple. One sets the rules, the other defines the exceptions—and together, they make sure your time entries get billed correctly. How

Stop Letting Service Boards Run the Show: Take Back Control in ConnectWise Because a chaotic board isn’t a personality trait—it’s a problem. If your ConnectWise service board feels more like a game of Whac-A-Mole than a professional workflow, you’re not alone. Without intentional setup, boards quickly spiral into a mess of statuses, endless notifications, and frustrated techs who’d rather roll the dice than follow a process. The good news? With a few best practices, you