Mobius Connect Company Configuration

Company

The Company tab stores some low-level options for the configuration.

  • Name: A name that represents the QuickBooks Online Company this configuration connects to. The name is used across the integration when selecting a configuration. If using more than one QuickBooks Online company, you should set a name to help you differentiate.

  • Default Configuration: The configuration that will be used as the default when creating new batches. There can be only one at a time. When you change a default configuration, any other default will no longer be the default configuration.

  • Default ConnectWise Manage Location: Default Manage Location allows you to select which Manage billing location this configuration defaults to on the batching interface. This will filter transactions on the interface and is useful if you require certain billing locations to transfer to certain QuickBooks Online companies.


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