NOTICE: The following only applies to users of QuickBooks Desktop, which use the built in ConnectWise Integration.  File export/import or QuickBooks Online are not affected. Issue:  After updating the desktop client, the ConnectWise Manage to QuickBooks Desktop integration fails with an error. The upgrade of the desktop client will break the current trust with QuickBooks. Background:  ConnectWise Manage desktop client users may be presented with this popup, advising users to update their manage desktop client

We often have discussions with our clients about how they price their services.  How to align various costs to different lines of business, how to determine what to charge for each, and how to configure ConnectWise Manage put it in the right accounts while keeping the invoices clean and simple for the end-user.  One of the more common areas of these discussions is pricing, and why it’s important to raise prices. There’s no shortage of

Once a product has been used it’s locked and can no longer be deleted.  In this blog, we’ll show a way to keep the inactivated products organized and out of the way of activated products. This tip brought to us by Dina, Sr. Business Consultant at Visionary 360. Typically when a product is no longer in use, it’s simply marked inactive.  Dina suggests that we add an Inactive Category and Subcategory to the Products Setup

Many ConnectWise Manage Partners use a third party known as TimeZest to help managed scheduling meeting invites.  One feature which we at Visionary 360 would love to see integrated is the ability to manually pick a time and allow TimeZest to handle the rest.  One problem, TimeZest doesn’t do this right now. While chatting with a member at TimeZest, they mentioned a work around. 1. Copy the url appointment type. 2. Paste into notepad. 3.

This blog is in response to the recent pop up for ConnectWise Manage users with administrative permissions, but only relates to ConnectWise Manage Email Connectors hosted by Office 365. Over a year ago (February 29, 2020), ConnectWise started advising it’s partners to start making changes to their email connectors if Microsoft 365 was the hosting provider.  Microsoft initiated a change to bring better security controls in place.   Well time is running out, so no more

ConnectWise Manage has the ability to run multiple email domains. Some of the reasons for doing this are: Running multiple companies StreamLine IT Different divisions that use different branding Marketing purposes Setting up ConnectWise Manage PSA with multiple email domain capabilities requires a few settings.  This blog is part 2 of a multi-series in which we discuss the basic, initial required settings for ConnectWise Manage PSA.  See our prior blog which discussed DNS requirements:  DKIM, DMARK,

ConnectWise Manage PSA Cloud requires external domain settings to be implemented prior to using. ConnectWise routes all email for it’s  cloud hosted Manage servers through SMTP2GO.Because of this, certain records must be installed in the DNS records for your email domain. SPF RECORD An SPF record is the foremost important DNS record which needs to be implemented immediately.   Add a txt record to your DNS hosting provider with the following text: v=spf1 include:spf.myconnectwise.net ~all If an

There are many reasons to give clients a discount on products and services; acquiring a new client, working a deal for a large agreement, good will and many other popular reasons.  Discounts can be beneficial, but if done incorrectly, can also set a bad precedent for assumed future discounts. A common practice when giving discounts is to simply adjust the price, thus giving the discount.  While this works, there is no record of the discount

Locking Down Agreements, Prevent Applying Types of Agreements to Tickets. Does your company have clients with multiple agreements?  Are team members selecting the wrong agreement(s) to service tickets?  Unfortunately this is not a unique issue amongst the ConnectWise Manage PSA base of users. Agreements are put in place to accomplish the following: Recurring sales such as Cloud Services. Handling service coverage. Determines if a time entry is to be covered or invoiced. Handling unique service

Wouldn’t it be wonderful if the screen view showed everything in a single pane, instead of clicking through tabs? Watch this quick video which shows how to add an object to the screen view. https://www.visionary360.com/wp-content/uploads/2022/04/Adding-a-new-pod-to-your-Agreement-Screen.mp4 While this example is showing the Agreement screen, this function works on any of the screens. NOTE: Keep in mind there is no system wide setting to push this change to others.  Each login holds their own personalization setting.