Is anyone a ConnectWise expert? My client's client needs to review and cleanup their file before the file is set up to sync to QuickBooks. We have figured out the sales tax setup that needs to be changed and how to perform a mass edit to assign the appropriate tax code id to each customer.. However, the client wants to specify that certain products or services post to a certain GL accounts so they can see a breakdown for revenue rather than posting to a single revenue account. They don't track inventory or expenses in ConnectWise. They do accept deposits (prepayments) from customers, so that is another area for review.
So if you have experience with doing this type of cleanup work, please contact me directly.
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