Version 2025.11.01

Fixes
Corrected blank email results.
 Some result emails for tools were missing report contents. Now email results will display report results correctly.
New features
QBO Company Sync Tool
This tool will sync over company details from ConnectWise PSA to QuickBooks Online automatically.
Companies are synced based on the following fields:
CW PSA Company Name/Account ID
 syncs to QBO Customer Display Name/Company Name
CW PSA Company Active/Inactive 
 syncs to QBO Company Active/Inactive
 (see details below)
CW PSA Billing Contact
 syncs to QBO Billing Contact
 (First Name, Last Name, Email)
CW PSA Billing Site
 syncs to QBO Billing Address
 (defaults to primary site if no billing site is selected)
CW PSA Shipping Site
 syncs to QBO Shipping Address
 (defaults to billing site if no shipping site is selected. If no shipping site or billing site is selected, defaults to primary site)
CW PSA Billing Terms
 syncs to QBO Terms
CW PSA Tax Exempt 
 syncs to QBO Tax Exempt
 (see details below)
To enable this tool, log into MMB and select QBO Company Sync
 from the list of Available Tools. Click the toggle for Enable QBO Company Sync
 and a list of options will be displayed:
Exempt Tax Codes
Select all tax codes that should be considered as Tax Exempt
. When syncing to QBO, companies with these tax codes will be set to Tax Exempt
 in QBO.
Company Statuses
Move any company statuses that are considered Inactive
 to the Inactive Statuses
 column. When syncing to QBO, companies with inactive statuses will be marked Inactive in QBO.
Send Email on Error
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 Reports > QBO Company Sync Report
.
Click Submit 
 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 Manual Sync 
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.
Company Cleanup Tool
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 Company Cleanup
 from the list of Available Tools. Click the toggle for Enable Company Cleanup
 and a list of options will be displayed:
Mark company as inactive if it hasn't had any activity in XX months
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.
Inactive Status
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.
Company Types
To exclude any company types from the cleanup, move the selected types to the Exclude Types
 list. Any companies with a company type that is excluded will not be included in the cleanup process.
Email Address(es)
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 Reports > Company Cleanup Report
. The report will display a list of companies that were deactivated along with the date they last had activity.
Click Submit 
 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 Run Company Cleanup Now
 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.