Getting Started with Wise-Sync

Let's review the processes and changes when moving from a previous sync tool to Wise-Sync. 

To migrate from Mobius to Wise-Sync you will need the following access:

  1. Wise-Sync (  
  2. ConnectWise PSA – Admin level access to Security Role/Member/Setup Tables 
  3. Quickbooks Online  

Please review the following short videos and instructions in order from 1 to 6 to quickly complete your setup. 

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