Bering McKinley Blog

No Rekeying Data Between ConnectWise & QuickBooks - Bering McKinley

Written by Josh Peterson | Oct 5, 2023 6:01:02 PM
  1. Do you waste too much time keeping data updated between ConnectWise Manage and QuickBooks Online (Invoices, Payments, Expense Reimbursements, etc.)?
  2. Do you struggle to access QuickBooks Desktop from outside of your office?
  3. Would you like to improve your expense reimbursement and credit card reconciliation processes?

 

If you answered “YES” to one or all the questions above, this webinar is for you!

During our pre-recorded ConnectWise Tuesday presentation on March 30, we delved into an innovative and effortless method of seamlessly connecting and syncing your ConnectWise Manage and QuickBooks data, eliminating the need for manual data entry. As avid users of Gozynta Mobius, we, the team at Bering McKinley, are passionate about showcasing the immense value this integrated tool can bring to your business operations. In this engaging webinar, you will gain valuable insights into:

- Streamlining your batching processes to effortlessly transfer invoices, expenses, and inventory from ConnectWise to QuickBooks with just a single click or even no click.

- Discovering how Gozynta Mobius can facilitate a smooth and efficient migration of your QuickBooks database to QuickBooks Online, ensuring that no data is lost.

- Learning best practices for optimizing your expense management procedures, including handling employee reimbursements and reconciling your company's credit card transactions.

With the recording commencing at the 14-minute and 30-second mark, you can immerse yourself in this insightful presentation to enhance your understanding of leveraging these tools for maximum efficiency and productivity in your business.

  • Batching processes will allow you to send over invoices, expenses, and inventory from ConnectWise to QuickBooks with one click or no click.
  • How Gozynta Mobius can help you quickly and easily migrate QuickBooks database to QuickBooks Online without losing data or reinventing the wheel.
  • Best practices for handling Expenses, including employee reimbursements and matching your approved expenses with your company credit card.
 

The recording begins at the 14 minutes, 30-second mark.