Hero | he·ro : (n) a person who is admired or idealized for courage, outstanding achievements, or noble qualities.

A Visionary hero: a person, using the Visionary 360 methodologies, who has taken their company to new boundaries and achievements.

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Latest Posts

Are We Really Following Best Practices? What Franchises Teach Us About Growth and M&A

Introduction: Best practices are more than just buzzwords in the business world; they’re meant to guide companies toward efficiency, profitability, and scalability. But are we truly implementing these best practices, or are they just lofty ideals we pay lip service to? When the subject of franchising comes up, it’s clear that they offer a practical example of best practices in action. And for businesses seeking to grow through mergers and acquisitions (M&A), looking at how

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IT Nation Connect 2024 Swag Tease

🎉 IT Nation Connect 2024 is just around the corner, and we can’t wait! 🎉 Get ready to take your IT game to the next level and make sure to swing by Team Visionary 360 at Booth 456. Not only will you get to meet the crew, but we’ve got something special waiting for you – a brand-new mouse pad loaded with must-have shortcuts that’ll boost your productivity and make you look like a tech

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MOBIUS CERTIFICATION

We are proud to announce that our founder Matthew Zaroff, has recently acquired the Mobius certification.  Mobius is a third-party integration which connects ConnectWise (Manage) PSA to QuickBooks Online.  For more information about Mobius and Gozynta, follow this link.  

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ConnectWise Manage PSA | New Feature to Lockdown Views

ConnectWise has introduced an exciting new feature that many users will appreciate: the ability to restrict shared views. For ConnectWise Partners using Streamline IT, especially those managing multiple entities or divisions, this feature is a game-changer. Without it, all shared views would be visible to every user in your system. Here’s why this matters: In the previous version, shared views were accessible to everyone, with no option to limit visibility. Original Shared View: The latest

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The End of QuickBooks Desktop

Starting September 30, 2024, Intuit will be making significant changes to its QuickBooks Desktop product line up. The company will discontinue sales of several QuickBooks Desktop products to new U.S. subscribers. Affected products include: QuickBooks Pro Plus QuickBooks Premier Plus QuickBooks Mac Plus QuickBooks Desktop Enhanced Payroll After this date, these products will no longer be available for new purchases. However, it’s important to note that QuickBooks Enterprise Solutions: including the Silver, Gold, Platinum, and Diamond versions,

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Recent Update Prevents Unbundling Agreements | ConnectWise PSA

UPDATE NOTE: ConnectWise has decided to revert the following change noted below, while slated for the next release (2024.3) which is planned to roll out on September 4th. Attempts to unbundle agreements may now be met with a new, unexpected popup.   Updates contained in the ConnectWise PSA’s recent 2024.11 patch release, rolled out starting July 25th, 2024, prevent agreements from being unbundled if the child agreement has been invoices through the parent agreement. Trying to

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Sales Tax Calculation Issues with ConnectWise CPQ (SELL)

  How to Navigate Multi-Level Sales Tax Challenges in ConnectWise Sell/CPQ If your business operates in a state with varying sales tax rates based on product value or type, there’s a crucial limitation in ConnectWise Sell/CPQ you need to be aware of. This limitation can cause inflated sales tax amounts on your quotes due to incorrect application of multi-level sales tax rates. Understanding the Issue When operating in jurisdictions where sales tax varies by product

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Enable Click to Call | ConnectWise PSA

  Many people today use VoIP telephone systems in various forms. In this blog article, we’ll be focusing on using Teams as the VoIP provider.  ConnectWise PSA users have been familiar with VoIP integration since its inception. Initially, enabling this functionality required installing software on a PC.  However, with most modern systems, you only need to adjust a hidden setting in ConnectWise PSA. Yes, it’s that simple. STEP 1 – Navigate to ‘My Account’ located

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Understanding the Impact of the “Recurrence” Feature in Sales Agreements

Automating agreement creation is a significant advantage in sales processes. One way to achieve this is by using the “Recurrence” feature for products billed as agreement additions. While this feature simplifies the agreement creation process when converting opportunities or sales orders, it can also influence certain sales metrics. In this article, we explore how the “Recurrence” feature works and its potential impacts on your company’s sales numbers, helping you decide whether to enable or disable

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Asio | New Microsoft 365 Email Connector

ConnectWise is slowly releasing new Asio features.  Projects and the new Microsoft 365 email connector are two of the newest releases.  We’ll review the email connector in this blog article. What is ASIO?  Pronounced “AH SI O”, is a serverless microcell architecture which ConnectWise has been developing for some time now.  Continuum RMM was purchased by ConnectWise in 2019, for multiple reasons, one being it’s serverless architecture which was exactly the vision in mind.  Read

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About Visionary 360

Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it.  We engage with our clients like they are family.  We love working with them, watching their companies grow.  There is no greater reward than seeing our clients prosper.   To learn more about Visionary 360, visit our website at visionary360.com or setup an introductory meeting to discuss your needs.

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