Onboarding ConnectWise and Autotask customers to Xero or Quickbooks Online

As a small to medium sized business owner, your PSA software is mission critical and the decision to integrate ConnectWise or Autotask to a cloud accounting package promises many benefits. Yet the daily pressures of running the business take priority and your accounts receivables team may not be technically proficient to onboard Xero or Quickbooks Online. That’s where Wise-Sync is ready to help with our cloud accounting consulting services.

Half a Day of Onboarding Consulting Services

Many of our customers who are invoicing using ConnectWise or Autotask can be connected to Xero or Quickbooks Online in approximately 4 hours, making the migration to cloud accounting for managed service providers simple. Our certified consultants are based in Australia, USA and the United Kingdom.

Our team has a deep understanding of the PSA software environment and through a series of screenshare sessions and telephone support are able to sync your accounting system to the cloud with Xero or Quickbooks Online on average in half a day.

Chart of Accounts & Best Practice Industry Standards

As part of the syncing of your PSA hosted accounting and migration to the cloud versions of Xero or Quickbooks Online, our experienced consultants also offer a 10 hour block of on boarding. We demonstrate how all settings and features work, offer specific advice on redesigning your current chart of accounts and oversee specific mappings between the PSA and the accounting package.
Our consultants also provide guidance on industry standards and implementation insights from hundreds of Wise-Sync customers who have made the transition to the cloud. Our consulting services do not require a site visit to your premises. Configurations are scheduled at your convenience and conducted over the phone ensuring immediate integration.

Experienced ConnectWise Consultants

Several of Wise-Sync consultants have previously worked at ConnectWise and understand their platform intimately. We are proud of the deep knowledge and experience our onboarding consulting brings to support customers, ensuring a smooth transition during the process of cloud accounting integration.
Our consultants welcome the opportunity to share insights from best practice Chart of Accounts, assisting with expense management, procurement and tax features you’d like to set up.

Start Fresh with the Cloud

People are converting from Xero, Quickbooks desktop or Great Plain accounting software to cloud accounting. While Wise-Sync has traditionally worked with ConnectWise customers, we also provide businesses consulting expertise in syncing invoices with Autotask.

See how it works

Simplify your accounts and get paid on time

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