Onboarding ConnectWise and Autotask Customers to Xero or Quickbooks Online

As a small to medium-sized business owner, your PSA software is a mission critical factor, and making the decision to integrate ConnectWise Manage or Datto Autotask PSA to a cloud accounting package promises many benefits. Though as the daily pressures of running a business takes priority, we understand that your accounts receivable team may not be technically proficient enough to onboard Xero or QuickBooks Online - that's where we come in. Wise-Sync provides renowned cloud accounting consulting services, ready to help as soon as you're set to start.

Half-A-Day of Onboarding Consulting Services

On average, we connect our customers invoicing through ConnectWise Manage or Datto Autotask PSA to Xero or QuickBooks Online in just 4 hours.

Wise-Sync makes the migration to cloud accounting easier than ever before for MSPs everywhere through global support you can count on. Our certified consultants are based in Australia, USA, Europe and the United Kingdom. 

Our team has a deep understanding of the PSA software environment, and through a series of screen sharing sessions and telephone support, we're able to sync your accounting system to the cloud with Xero or Quickbooks Online in just half a day (on average). 

Chart of Accounts & Best Practice Industry Standards

As part of syncing 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 onboarding.

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 the 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. Instead, configurations are scheduled at your convenience and conducted over the phone to ensure immediate integration.

Experienced ConnectWise Consultants

Here at Wise-Sync, many of our consultants understand ConnectWise on an in-depth level from having worked there.

We are proud of the thorough knowledge and professional experience that our onboarding team brings. We pride ourselves in assuring the utmost support for all of our customers, while maintaining a smooth transition throughout the process of cloud accounting integration.
Our consultants also welcome the opportunity to share insights from best practice Chart of Accounts, ready to assist with expense management, procurement and the specific tax features you'd like to set up.

Start Fresh with the Cloud

Let's begin! Every day, more and more businesses are making the shift from Xero or QuickBooks desktop, or Great Plain accounting software, to cloud accounting.

While we've traditionally worked with ConnectWise customers, Wise-Sync is now providing consulting expertise for syncing invoices with Datto Autotask PSA.

See how it works

Simplify your accounts and get paid on time

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