ConnectWise - How to Configure GL Connect

GL Connect Setup Overview

Sync invoices seamlessly between ConnectWise & QuickBooks Online

GL Connect allows you to leverage FlexPoint to sync invoices between ConnectWise and QuickBooks Online. Below is a graphic outlining the GL Connect setup process, with the applicable resources below to guide you through the setup.

The following steps link to detailed instructions for each item. After reviewing and completing the steps in each linked article, please return to this main guide to continue the setup process.

Overview	Resources
Step 1: Notify FlexPoint that you'd like to leverage the GL Connect.	Email [e-mail]
Step 2: QuickBooks Online Integration	Follow the detailed steps in this article.
Step 3: QuickBooks Online Invoice Import Rule	Follow the detailed steps in this article.
Step 4: QuickBooks Online Historical Import	Follow the detailed steps in this article.
Step 5: ConnectWise Configuration	Follow the detailed steps in this article.
Step 6: ConnectWise Invoice Import Rule	Follow the detailed steps in this article.
Step 7: Tax Plans	Learn about tax plans here.
Step 8: Auto Sync	Learn about the Auto Sync here.

Want to learn more about GL Connect vs. the Basic Dual Integration? Click here!