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Sync Your ConnectWise Invoices to QuickBooks Online
Manage episode 334113532 series 3277007
Το περιεχόμενο παρέχεται από το RocketMSP. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον RocketMSP ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Heather Johnson is Co-Founder and Chief Operating Officer of Gozynta, a software development company that wants to make better tools for MSPs. Gozynta has three major products today:
Tixt allows client endusers to send SMS text messages to a phone number assigned to your MSP and automatically create and update tickets in ConnectWise Manage.
Mobius connects ConnectWise Manage to QuickBooks Online. When invoices are created in Manage, Gozynta Mobius will copy them to QBO. When payments are added to QBO, those payments are applied in ConnectWise Manage.
A customer portal that clients to receive invoices with a payment link in their email. The payment link allows them to pay via credit card or ACH, then it will sync the payment information to QuickBooks Online and ConnectWise Manage.
The RocketMSP Podcast with Steve Taylor was created to help IT professionals learn about the latest tools and processes to run a more profitable MSP.
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CHAPTERS
(0:00) Intro
(0:36) What is Gozynta?
(3:54) Text messaging for MSPs with TIXT
(12:02) Sync invoices between Manage and QBO with MOBIUS
(17:27) Mobius is separate from Payments
(20:35) Mobius Pricing - There's a FREE plan!
(25:32) Payments Pricing
(28:57) Horror Story (NOT Gozynta!)
(30:00) Development Processes
(33:29) Moving to The Netherlands
(41:41) Steve's Honeymoon Cruise
(43:54) Wrap-Up
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