Support ConnectWise’s Invoice Enhancement Request ConnectWise has reached out for our support in promoting an exciting enhancement request, and we’d love your input to help make it a reality. If you’ve ever invoiced through ConnectWise PSA, you’re likely familiar with the frustration of managing multiple invoices instead of having one. Now, imagine a streamlined process where a single invoice could cover various types, all bundled into one. Currently, the only way to achieve this is

⚠️ 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

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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

Have You Lost Data Visibility After an On-Prem Accounting Upgrade? Here’s Why You Need a Datasource Migration Upgrading your on-prem accounting package or relocating your company file is an important step in maintaining an efficient financial system. However, have you noticed missing data in your financial dashboards after making these changes? If so, your integration with BrightGauge may no longer be properly connected, and a datasource migration is likely required. Why Does This Happen? When

Wise-Sync Won’t Export Negative Subtotal Invoices—And That’s a Big Problem If you rely on Wise-Sync to export invoices from ConnectWise PSA to QuickBooks Online (QBO), there’s a serious issue you need to be aware of: Invoices with a negative subtotal won’t sync. Yes, even if the invoice total is zero, Wise-Sync refuses to export it. This isn’t just an inconvenience—it’s a major roadblock for businesses that need accurate financial reporting. There are two common scenarios