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QuickBooks Online Integration

QuickBooks Online Integration

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  • ConnectWise Manage Certified
  • Buy through ConnectWise

Product Overview

Connect to your financial data in minutes with ConnectWise Manage and QuickBooks Online!

Take control of your day-to-day business finances with QuickBooks Online, a leading software-as-a-service financial management tool. Designed for established small businesses, QuickBooks Online helps you manage your accounts with ease and accuracy, saving you time so you can focus on growing your business.

With the QuickBooks Online integration to ConnectWise Manage, partners can export the following financial information from ConnectWise Manage and update QuickBooks Online in minutes:

  • Invoices
  • Expenses
  • Procurement item receipts

Integration

ConnectWise Manage ConnectWise Manage

Documentation

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Support

The QuickBooks Online ConnectWise Manage Integration is certified via the ConnectWise Invent Program.
If you need assistance with integration implementation, please send a note to Help@ConnectWise.com.  The ConnectWise Manage support team will work with the Mobius team to resolve any issues.

User Reviews

  • Dan Lattuada, Pinnacle Technology Partners
    Have had great success using this. It takes some setting up, but once you have it setup everything seems to work great.
    Date: 11/14/2017 7:46 PM
    Was this review helpful? Yes No (2/0)
  • Lauren Cullen, Carolina Phone and Data Services, Inc.
    I sometimes experience errors when importing invoices due to the QBO setup. However, they are usually easily fixed and the support is great. Setup can get tricky with sub-accounts, but the integration typically works well and with few issues.
    Date: 8/3/2017 12:48 PM
    Was this review helpful? Yes No (5/0)
  • Jason Huggins, Blu Zone LLC
    Original Review: 8/29/2016 3:40:14pm Breaks infrequently - about once every 3 or 4 months. Does not honor quickbooks online settings. This integration unchecks the "Pay Online" option, as well as never filling in the email address. Error messages are not user-friendly. Frequently has minor errors that make no sense on the surface and need to be explained by Mobius/Connectwise. Finally, mobius and connectwise blame the problems on eachother when you call either one for support. Updated Review: 2/22/2017 11:00:15 AM This is better than nothing, but not by much. Mobius is missing features such as appropriate handling of credit memos. When confronted, they offer to charge you to make a custom module. Mobius changes features without warning. Last month I could have a product on a CW ticket, and all was well. This month, Mobius tells me I need to change my GL mappings so product shows as something other than product. Sadly, the only game in town. *review has been edited to combine feedback based on updated user experience
    Date: 2/22/2017 11:00 AM
    Was this review helpful? Yes No (7/4)
  • Jeremy Porter, SomethingCool.com LLC
    Original Review: 11/14/2016 4:14:55 PM They just released a big update - which would be great if you weren't using it in production. The update broke everything - the entire integration needs setup again. Save yourself the headache and don't go with this product. Updated Review: 9/22/2016 5:23:47 PM It's not ready for prime-time. It works completely different from transferring to Quickbooks Desktop. It'll take you a LOT of time to get it all setup, again. It's not entirely the fault of CW, or Mobius - QBOnline is not ready for prime-time in my opinion, either. *review has been edited to combine feedback based on updated user experience
    Date: 11/14/2016 4:14 PM
    Was this review helpful? Yes No (4/4)
  • Martina Haskins, Mobius Works
    Joel, we have worked with ConnectWise to add many new features, including the ability to send over service information; so, please feel free to test our new features to see if they align with your needs. Also, keep your eyes peeled for even more updates as we continue to move forward with ConnectWise on enhancements to this integration! :-)
    Date: 10/27/2015 3:21 PM
    Was this review helpful? Yes No (1/5)
  • Jeannine Edwards, ConnectWise (Jeannine :))
    Hey there Joel, I came across your review, and I wanted to add a quick clarification: If the "Inventory: Summary Only" checkbox is NOT checked, the integration will provide some additional detail. Unfortunately today, there are limitations to QuickBooks Online's API that prevent the integration from applying invoice lines to different revenue accounts. Our integration partner on this connector is adding a work around to address the limitations of the QuickBooks API. Please check with the folks at Mobius Works to be sure if the detail that this integration provides meets your needs. We do have a large number of partners using this integration, so we want to make sure it is as robust as possible. You can also send your requests for enhancements to API@ConnectWise.com, and if the QBOL API allows for it, we will certainly add features/functionality. Thanks so much! Jeannine Edwards Director, ConnectWise Platform
    Date: 4/17/2014 2:16 PM
    Was this review helpful? Yes No (3/6)
  • Joel Black, Black Bear Design Group, Inc
    This does not work very well. All services go across to Quickbooks as a generic "service" line on the P&L. I am told there is no way around this. If you have services and bill time, and need to show those different services in Quickbooks, this is not a good solution.
    Date: 3/21/2014 4:39 PM
    Was this review helpful? Yes No (6/4)

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