Mobius Connect User Guide for QBO

Mobius Connect allows you to import your ConnectWise Manage accounting data directly into your QuickBooks Online Account

Feature Summary

Configuration

Ensure you have all the system requirements

Set up ConnectWise Manage configurations

Set up QBO Configurations

Mapping Corresponding Data

    Customers

    Sub-Customers/Jobs

    Vendors

    Members

    Currencies

    GL Accounts

    Product Costing GL Accounts

    GL Sub-accounts

    Classes & Sub-classes

    Locations & Sub-locations

    Sales Terms

    Products

    Product Categories

    Product Item Types

    Taxes

Clear existing transactions in Manage if needed

Set up Mobius Connect

Configure QBO Options in Mobius Connect

    Company

    Sales

    Purchases

    Inventory

    Contacts

    Taxes

    Currency

    Categories

    Payments

    Delete Configuration

    Save Configuration

Modules

Custom Modules

Add-on Modules

    AutoSync Module

    Avalara Tax Module

        How to use the Avalara Tax Module

Running a New Batch

Create Invoice Batch

    Can I see what my GL Entries are for my Invoice before I batch?

Create Expense Batch

Create Inventory Batch

Batch Transaction Limit

Assigning the Batch ID

Synchronizing Invoice Payments

Reviewing Existing Batch

Validating a Batch in QuickBooks Online

Un-posting Transactions

Sync Statistics

Disconnection

Customer Support


 





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