Connect2Books Sync

ConnectWise PSA invoices, into QuickBooks Online.

A self-hosted sync for managed service providers. It sends each closed ConnectWise invoice to the right QuickBooks Online company, one invoice at a time, with a preview before anything is posted.

Runs on your server

You install it in your own environment. Your accounting data never passes through us.

Many QuickBooks companies

Rules route invoices by ConnectWise location or business unit to separate QuickBooks files.

One invoice per batch

Preview, push, and fix invoices individually. ConnectWise is updated only after QuickBooks accepts each one.

Tax as billed

The sales tax ConnectWise calculated is carried into QuickBooks as-is, not recalculated.

How it connects

The software connects to your ConnectWise PSA using an API member you create, and to each QuickBooks Online company through Intuit's standard sign-in, approved by an admin of that company. It requests access to QuickBooks accounting data only. You can disconnect at any time from the app or from inside QuickBooks.

Support

Questions about the software, this site or our policies: support@panelessapps.com.