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Are you looking at financial reports that are not telling you the story of your success? Are you newly implementing ConnectWise and want to understand how other IT Companies have done it? Please call 508-250-0523 or email us at

The first step is to recognize that there is a business need … and then let us help you solve it. We have a Five Phase Methodology that we are happy to discuss with you. Please call or email. Today would be great!  Call 508-250-0523 or email

Please feel free to check out our Resources Tab for downloads and information provided per request. Also, view our Tips below. You may find just what you need right there.

ConnectWise Tips

1) Never post over Invoices and Expenses in the same export. 2) Posting Deferred Revenue invoices (i.e. Block purchases and Downpayment types; and depending on volume) one at a time, affords you the ability to correct where those were applied more easily as the batch only has that single invoice in it if the batch needs to be deleted.

Create the Credit Memo referencing the original invoice number that the credit was created to offset and add a “CM” as a suffix. For example, an Account Manager requests that a credit be issued against Inv No 11577. Create Credit Memo 11577CM. When you or the Account Manager searches for this in Invoice Search, it will be confirmed that the Credit was issued. This also helps the customer realize that the request has been followed through with. This should apply regardless of if the previous invoice was paid in full.

These, ideally, should be set as an Application Units of “Amount” and NOT “Hours”. This allows more flexibility in applying those funds to cover additional items as well as being adjustable for rate changes and not negatively impacting your deferred revenue balance.

QuickBooks Tips

When a client pre-pays for your services, that prepayment should reside on your Balance Sheet until those service are rendered. If your invoices for “retainers” are showing up on your Profit and Loss under “Income” all at once, your Income has now been inflated for services that have not yet been given. Create an item called “Block Retainer” that maps to your Deferred Revenue type account call “Block Retainers”. If you also receive “Downpayments”, create a separate account called “Downpayments”. These accounts should be reviewed monthly to be sure balances are accurate.

It is important to track transactions that are notable on a per Vendor basis. So, regardless of whether you pay your cell phone bill by Credit Card or bill payment, your cell provider should be a Vendor. A bill should be entered against the cell provider and then processed via “Pay Bills” against the Credit Card used. OR the credit card entry is transacted against the vendor in a single entry. When you think of this across the vast spectrum of Vendors, the visibility into what was purchased from who may not be overstated, especially when it comes time to review agreements and compare “how much was spent with Vendor A” at renegotiations

Recurring transactions can be “memorized” so that they actually create themselves. Whoever came up with this idea was a genius!  A transaction for Bills, Credit Card Entries, Journal Entries, etc., can be set to recur on a specified basis. Of course, this means one has to remember which ones were already created so that they are not entered a second time, but this can be a great time saver.