This tool will sync over company details from ConnectWise PSA to QuickBooks Online automatically.

Companies are synced based on the following fields:

To enable this tool, log into MMB and select from the list of Available Tools. Click the toggle for and a list of options will be displayed:

Select all tax codes that should be considered as . When syncing to QBO, companies with these tax codes will be set to in QBO.

Move any company statuses that are considered to the column. When syncing to QBO, companies with inactive statuses will be marked Inactive in QBO.

Select this option and enter one or more email addresses (separated by a semicolon) to be notified by email when a sync error occur. A detailed report of the sync results can be accessed any time by selecting .

Click to save any changes to the QBO Company Sync Configuration. When enabled, this tool will run automatically whenever changes are made to a Company, Contact, or Site in ConnectWise PSA.

To run it manually, click the button. The sync tool will open in a new window and a progress bar will appear. Once the company lookup is complete, a list of changes will be displayed for review. Click the Apply Results button to apply the changes.

We recommended running the tool manually after enabling it in order to review the changes and ensure the configuration is correct.

This tool will mark companies inactive if they have not had any activity within a selected period of time.

To enable this tool, log into MMB and select from the list of Available Tools. Click the toggle for and a list of options will be displayed:

Enter the number of months of inactivity after which a company should be considered inactive. For each active company in ConnectWise PSA, the cleanup tool will check for agreements, tickets, project tickets, sales orders, opportunities, invoices, and activities for the company within this timeframe. If no results were found, the company will be deactivated.

Select the status to use when deactivating a company. Companies that haven't had any activity in the selected time period will be set to this status.

To exclude any company types from the cleanup, move the selected types to the list. Any companies with a company type that is excluded will not be included in the cleanup process.

Enter one or more email addresses (separated by a semicolon) to receive an email summary of the cleanup process. You can also view a detailed report of the cleanup results any time by selecting . The report will display a list of companies that were deactivated along with the date they last had activity.

Click to save any changes to the Company Cleanup Configuration. When enabled, this tool will run once a day at midnight (ET).

To run it manually, click the button. The cleanup tool will open in a new window and a progress bar will appear. Once the company lookup is complete, a list of changes will be displayed for review. Click the Apply Results button to apply the changes.

We recommended running the tool manually after enabling it in order to review the changes and ensure the configuration is correct.

If there was no Default Billing Address, the Billing Address synced as empty.

If there was no Default Shipping Address, the Default Billing Address was used for the Shipping Address. If there was no Default Shipping Address and no Default Billing Address, the Shipping Address synced as empty.

If there is no Default Billing Address, the Primary Address will be used for the Billing Address. If there is no Default Billing Address and no Primary Address, the Billing Address syncs as empty.

If there is no Default Shipping Address, the Default Billing Address will be used for the Shipping Address. If there is no Default Shipping Address and no Default Billing Address, the Primary Address will be used for the Shipping Address. If there is no Default Shipping Address, no Default Billing Address, and no Primary Address, the Shipping Address syncs as empty.

To enable this tool, log into MMB and select . Click the toggle for and a list of options will be displayed:

Enter the number of months of inactivity after which a product should be considered inactive. For each active product in ConnectWise PSA, the cleanup tool will check for agreements, tickets, project tickets, sales orders, opportunities, and invoices that used the product within this timeframe. If no results were found, the product will be deactivated.

Select this option if you would like to deactivate the products in QuickBooks Online as well.

Select this option and the tool will compare already inactive products in ConnectWise PSA against active products in QuickBooks Online and deactivate any matches found.

Enter one or more email addresses to receive an email summary of the cleanup process. You can also view a detailed report of the cleanup results any time by selecting . The report will display a list of products that were deactivated along with the date they were last used.

When enabled, this tool will run once a day at midnight (ET). To run it manually, click the button. The cleanup tool will open in a new window and a progress bar will appear. Once the product lookup is complete, a list of changes will be displayed for review. Click the button to apply the changes.

To enable this feature, log into MMB (https://mmb.visionary360.com/login.asp). After logging in, a notice will be displayed that 2FA is not enabled for your account. Click the Enable 2FA button.

You will receive a QR code that can be scanned in your authentication app. After scanning, enter the code displayed in your authentication app and click Complete to finish setting up 2FA.

QBO Company Sync:

Syncing Account ID and Company Name does not require any configuration changes. After the initial sync runs and matches companies based on name, Account ID and Company Name will be synced automatically.

To enable syncing Active/Inactive status, log into MMB and select . Under , sort the list of Company Statuses into Active and Inactive Statuses.

After sorting the statuses, click to save your changes.

PSA Child Ticket Status Update:

QuickBooks Online Product Sync:

Tax Code Maintenance:

PSA Tax Code Maintenance:

QuickBooks Online Product Sync:

PSA Tax Code Maintenance:

PSA Tax Code Maintenance:

QuickBooks Online Product Sync: