Mobius Connect is the web service that will be used to provide a user interface for the ConnectWise Manage – QuickBooks Online Integration. This Integration allows you to import your Manage accounting data directly into your QuickBooks Online account. You can access Mobius Connect at: app.mobius-connect.com.
During the initial setup of your Integration, you will receive an e-mail that contains a link. Once you receive the email and follow the link you will see the following screen.
Enter your desired Mobius Connect account password in the “Password” field. Then confirm the desired Mobius Connect account password in the “Retype Password” field.
Once on the Mobius Connect site, you will be brought to the login page.
Enter your Mobius Connect account email address in the “Email Address” Field.
Enter your Mobius Connect account password into the “Password” Field.
Your Mobius Connect account password was setup during the Account Creation step. If you have forgotten your password, you can select the Forgot Password option in the side login menu. This will bring you to a new page that will require your Mobius Connect account email address. Once you have entered your Mobius Connect account email address, press Reset Password button. Once you have submitted your request for a password reset, you will receive an email from firstname.lastname@example.org, and inside the email will be a link to reset your password.
When logging in to Mobius Connect for the first time your home page will show a “Configurations” section of the user dashboard page. The first required step is to configure your ConnectWise Manage connection. You can click either the Configure ConnectWise or the Set Up ConnectWise link in the Configurations section or navigational sidebar respectively.
ConnectWise Manage Connection
The ConnectWise Manage Configuration page allows configuration of one connection to your Manage company. You will require a member with access to the Accounting System, and proper credentials to access the REST API. See ConnectWise Manage Configuration to properly setup the required credentials in Manage. Once in the ConnectWise Configuration section, you should see the following form. To setup your ConnectWise Manage account, fill in the correct information into the “Site”, and “Company ID”. If using MemberImpersonation for authentication, provide “Member Name”, “Integrator Username”, and “Integrator Password”. If using APIKey for authentication, provide “Public Key” and “Private Key”. Once you have filled in all fields, click on the button labeled “Save”.
QuickBooks Online Connection
Once the ConnectWise Manage Configuration has been established and validated, the option to Connect to QuickBooks Online becomes available. Mobius Connect allows you to create connections to more than one QuickBooks Online Company. At any time, you can create a new configuration under Set Up QuickBooks Online > Add New Company from the navigational sidebar. By default, new accounts will have a “Default” configuration to setup. To configure your default configuration, click either the Connect to QuickBooks Online link under the ConnectWise Manage Integration Dashboard, or the Default configuration in the navigational sidebar.
When you open your QuickBooks Online configuration you’ll notice the flash message “Your Default connection to QuickBooks Online has been lost. Please reconnect.” This message will be displayed whenever your Configurations connection fails to validate. QuickBooks Online requires connections to be re-established every six months. Mobius Connect will automatically invalidate your configuration when this happens and redirect you to a configuration setup page.
Click the Connect to QuickBooks button to begin the authentication process with QuickBooks Online.
A “Welcome to Intuit App Center” window will pop-up for you to sign in to your QuickBooks Online account.
After signing in, click to select the QuickBooks Online Company for this configuration. Finally, click to Authorize the Connection.
Upon a successful authorization, you will be redirected to the QuickBooks Online configuration where additional configuration options will now be available.