⚠️ Known Issue: Zero-Dollar Invoices with Down Payments Fail to Sync to QuickBooks via Wise-Sync OverviewIf you’re using down payments or prepaid agreements in ConnectWise PSA—common in project billing or retainer models—you may encounter a frustrating sync issue: zero-dollar invoices fail to sync to QuickBooks when processed through Wise-Sync. What’s Causing the Issue?This problem specifically arises when a down payment is applied to an invoice that includes sales tax, and you override the down payment

Did you know that organizations with high employee engagement are 21% more profitable than those with low engagement? In today’s fast-paced business environment, ensuring employee buy-   in can be crucial for success, especially when implementing new technologies or processes. Engaging employees in making organizational changes fosters an inclusive atmosphere and enhances overall productivity. This blog post will dive deep into effective strategies for simplifying your setup, ultimately creating an environment where employees feel valued

We’ve had the opportunity to explore the new ASIO email connector and wanted to share some thoughts on our journey so far. When the connector was first announced at IT Nation Connect, we—like many others—were genuinely excited. It felt like a huge step forward, and we eagerly awaited its release, much like kids counting down to Christmas morning. Once available, we dove in right away. Our first attempt led to a few unexpected errors, which

If you missed any of this webinar series or want to watch them again, here is the information:  

Rescheduling Just Got Easier with TimeZest Scheduling appointments is essential for keeping your business running smoothly, but what happens when plans change? The back-and-forth emails, the delays, and the frustration of finding a new time that works for everyone—it can be a real headache. That’s why TimeZest has introduced a powerful new feature that makes rescheduling effortless. Now, instead of spending valuable time coordinating new meeting slots manually, TimeZest allows users to reschedule appointments in