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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Category: V360 News and Updates

Staying on Track: Requesting Updates from Internal Resources in ConnectWise PSA

Streamline Your Workflow: How to Request Updates from Internal Resources in ConnectWise PSA Keeping your team aligned is just as critical as keeping your clients informed—especially when managing service tickets in ConnectWise PSA. Fortunately, the platform includes some built-in features that make internal collaboration quicker and easier than ever. One such gem is the resource people icon on service tickets. It’s often overlooked, but incredibly useful. With just a few clicks, you can send a

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Introducing QuickTix

Say Hello to QuickTix — The Next Evolution of Email reConnector If you’ve been using Email reConnector to streamline your email-to-ticket workflow, we’ve got exciting news. We’ve officially rebranded Email reConnector as QuickTix — a name that better reflects what we do and where we’re headed. Why the change? As the product evolved and became a go-to solution for turning missed emails into fully populated ConnectWise tickets, it became clear that the name “Email reConnector”

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Regain Control: Syncing Product Data Between QuickBooks Online and ConnectWise PSA

The Challenge: QuickBooks Online Changes the Game For years, QuickBooks Desktop allowed ConnectWise PSA to be the truth holder for financial and product data. However, QuickBooks Online (QBO) takes a different approach—it now holds the truth. This shift has caused major headaches for technology solution providers that rely on accurate product categorization. The Problem: Product Re-Categorization Errors When invoices are batched from ConnectWise PSA to QuickBooks Online, products are copied to QBO along with their

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It’s ALWAYS DNS

After working with some engineering teams this past week, a chuckle brought us back to the old saying, It’s always DNS. Thought we would high light the holiday season with some cheer!

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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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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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Introducing our Vetted Vendor Program

Visionary 360 has always strived to remain impartial in recommending vendor products, as it felt like the right approach. However, as we’ve grown, the volume of requests has significantly increased. We began exploring ways to make recommendations without potential negative repercussions. One of our meticulous trade show partners unintentionally provided the inspiration we needed to move forward. This led to the creation of the Vetted Vendor Program. Today, we are proud to announce that this

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Robin Robins 2024 Boot Camp | Booth Winners

Tuesday  Darlene Larsson – DataSHUR Corporation Cameron Poucher – Creative Resources Technology Group, Inc. Chris Sarkisian – Evolution IT Services, Inc. Wednesday Sabrina Sullivan – Net X It Solutions Daniel Walsh – Penn Systems Group Danielle Bradford – DandyIT Marion Gutierrez – 210 IT Thursday Rochelle Ingram – We Define IT Richard Reiffer – Fusion IT, LLC Leo Bletnitsky – Healthy Technology Solutions, LLC  

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Consulting Highlights | Meet Dina

Meet Dina,  a Sr. Business Consultant with the Visionary 360 team of Consultants.  Dina, our secret Super Woman, constantly living in our Manage PSA sandbox, testing various configurations, troubleshooting issues, with a mission to help others. When it comes to understanding billing best practices, reorganizing your chart of accounts, ways to improve integrations to help with management of agreements, Dina will find a way to help you and your team understand all of the concepts

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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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