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Integrations (ConnectWise, Autotask, etc.)

Welcome to the integrations forum. This is your place to suggest your ideas and suggestions on how to improve the Sherweb's existing integrations (ConnectWise, Autotask, Kaseya, QuickBooks,etc...) 

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3 results found

  1. QB online: just enter sherweb invoice in my system, with the line clicked as billable to the client.

    Integration would be way simpler and integrate with different processes if you just entered the Sherweb invoice as a bill in the QB system.

    Would need to map sherweb parts to QB products.
    The invoice would need to be entered as the last day of the month in QB.
    Each line would need 'billable' checked off, and the customer field filled in as per a mapping.

    Then we get our AP entered 100% correct, and the items are sitting in a queue to be billed to the client.

    This method allows us to easily modify anything in the process (just…

    1 vote

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  2. Account payable in Quickbooks Online instead of only account receivable

    I would like to generate an invoice about the account payable. Account receivable for me is not that usefull

    4 votes

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  3. Update the recurring invoice in Quickbooks instead of generating another invoice

    In the Quickbooks Online integration, I wish that you would update the recurring invoice instead of generating another invoice. Also, same thing for

    4 votes

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    launched  ·  Emilie Arbour responded

    Good News! The integration now offer the ability to update the recurring invoice in QuickBooks Online. As of now, this feature is only available for Quickbooks Online, our Dev team is working hard to develop it also for Quickbooks Desktop. Our integration now allows you to update your recurring invoice template instead of generating an new invoice. Thanks to all our beta testers for the suggestion of improvement!

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