Syncing Invoices with Wise-Sync

In this video we will review the process to complete your first sync with Wise-Sync.

Sync Invoices to QuickBooks Online

  1. Navigate to ConnectWise PSA > Finance > Accounting Interface > Unposted Invoices 
  2. Select all pending invoices > Actions > Update GL Entries  
  3. Navigate to Wise-Sync  
  4. Click Sync Invoices button  

Wise-Sync will attempt to sync all invoices which are in the Accounting Interface Unposted Invoices screen to QuickBooks Online.   

ConnectWise PSA Today Screen Tab 

  1. Navigate to Wise-Sync > Account > Options 
  2. Tick Real Time Sync Enabled 
  3. Return Account > Details and click Test Connection  
  4. If successful connection, click Save  
  5. Navigate to ConnectWise PSA > Favorites > Today Screen 
  6. If Wise-Sync Tab is not showing 
  7. Reload ConnectWise PSA Today screen in a new Tab 
  8. If still not showing, select Settings Cog and add Wise-Sync  

Activate Real Time Sync 

  1. Navigate to Wise-Sync > Companies > GL Owners Tab 
  2. Tick box “enable Autosync” 
  3. Click Save 

From this point forward, invoices which are moved into a closed invoice status in ConnectWise PSA will be immediately synced to QuickBooks Online.  

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.