Mobius for QuickBooks Online
Integration between ConnectWise Manage and QuickBooks Online
Start Here
- Gozynta Mobius Demo
- QuickBooks Online System Requirements
- Gozynta Mobius - Setup Guide for QuickBooks Online
- Welcome to our Knowledge Base
- How do I login to Gozynta Mobius for QuickBooks Online?
Configuration
- How do I configure Gozynta Mobius?
- Recommended Configuration Steps
- Custom security role
- How to Create your API Member for Mobius
- ConnectWise PSA Configuration
FAQ
- Gozynta FAQs
- How does Mobius compare with WiseSync?
- How do I sign up for Gozynta Mobius for QuickBooks Online?
- How do I prevent specific invoices/expenses/POs from being batched? How do I clear old transactions in ConnectWise PSA?
- How do I update my payment information?
Troubleshooting
- How do I unbatch an invoice, expense, or PO?
- The connection was made and is owned by another user
- The connection to QuickBooks Online is no longer active.
- A payment is not syncing to an invoice in ConnectWise PSA.
- Gozynta Mobius is not syncing GL entries to QuickBooks Online
Help! I received an error!
- Failed Creating Item "Service-" in QuickBooks Online If Necessary (Known Issue)
- Invalid Tax Rate : Invalid tax rate id - # (Known Issue)
- I received a Warning saying an Item is already mapped to a different GL Account. What does this mean?
- Account was not specified
- The name supplied already exists. Another Customer, Vendor, or Employee is already using this name. Please use a different name
Best Practices
- Handling of Payments and Credit Memos
- Un-batch an Invoice, Expense, or Purchase Order - Best Practice
- AutoSync - Best Practices
- Invoice Creation in QuickBooks Online - Best Practice
- Customer and Vendor Mapping - Best Practice