PSA Integration

QuickBooks Online: Data Migration Process

 QuickBooks Online: Data Migration Process Updated 7/18/2025  To ensure a successful migration and onboarding experience to QuickBooks Online (QBO), please read through this document entirely. Intuit has partnered with Sherweb to offer you data mi...

2/27/2026 2:42:17 PM

Sherweb partner portal: QuickBooks Online Documentation Configuration and synchronization procedures

 Configuration and synchronization procedures Important notes:Invoices are generated at 6 AM Eastern Time (US & Canada) on the day of the month you selected.Yearly paid subscriptions can be mapped and synchronized to QuickBooks Online. Unit Cost is synchronized.Unit Price is no...

11/20/2025 6:50:48 PM

Sherweb partner portal: : QuickBooks Desktop documentation

   Configuration and synchronization procedures1.Important notes2.Selection of the QuickBooks Desktop integration3.Billing and Synchronization Options4.Setup Connection5.Offer Mappings6.Organization Mappings7.Status tab Important notesSherweb integration only supports QuickBooks 20...

11/20/2025 6:49:27 PM

Sherweb partner portal: Kaseya documentation

  Configuration and synchronization procedures Prerequisites:Before you set up and synchronize your data in Sherweb’s partner portal and Kaseya:Create and/or update the Kaseya contracts that need to be synchronized. The contract Billing Cycle must be "Monthly."   Imp...

11/20/2025 6:40:25 PM

Sherweb partner portal: Autotask documentation

 Configuration and synchronization procedures Prerequisites:Before you set up and synchronize your data in Sherweb’s partner portal and Autotask, here are the prerequisites:Create and/or update the Autotask contracts that need to be synchronized. The Contract Period Type must be "Monthl...

11/20/2025 6:48:45 PM

Sherweb partner portal: ConnectWise documentation

  Configuration and synchronization procedures 1.Prerequisites2.Important notes3.Configuration and synchronization procedures4.How to create an API user with the appropriate security role  PrerequisitesBefore you set up and synchronize your data in Sherweb’s partner porta...

11/20/2025 6:48:02 PM