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 (https://secure2.wise-sync.com/Account/Login)  
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. 

• Getting Started
• Adding Account Numbers
• Connecting Wise-Sync to PSA
• Connecting Wise-Sync to QBO
• PSA Updates for syncing with Wise-Sync
• Syncing to QBO with Wise-Sync