Category

QuickBooks Online: Data Migration Process

QuickBooks Online: Data Migration Process Updated 7/18/2025 To ensure a successful migration and onboarding experience to QuickBooks Online (QBO), please read through this document entirely. Intuit has partnered with Sherweb to offer you data mi...

2/27/2026 2:42:17 PM

Sherweb partner portal: QuickBooks Desktop documentation

Configuration and synchronization proceduresImportant notesSherweb integration only supports QuickBooks 2015 and newer versions.QuickBooks Web Connector must be installed on the same machine as QuickBooks Desktop.Yearly paid subscriptions can be mapped and synchronized to QuickBooks Desktop.The U...

5/27/2026 1:21:23 PM

Sherweb partner portal: Kaseya BMS documentation

Configuration and synchronization procedures Prerequisites:Before you set up and synchronize your data in Sherweb’s partner portal and Kaseya:Create and/or update the Kaseya contracts that need to be synchronized. The contract Billing Cycle must be "Monthly." Imp...

5/26/2026 9:08:42 PM

Sherweb partner portal: Autotask documentation

Configuration and synchronization proceduresPrerequisites:Before you set up and synchronize your data in Sherweb’s partner portal and Autotask, here are the prerequisites:Create and/or update the Autotask contracts that need to be synchronized. The Contract Period Type must be "Monthly."Create or...

5/26/2026 9:06:55 PM

Sherweb partner portal: ConnectWise documentation

Configuration and synchronization procedures 1.Prerequisites2.Important notes3.Configuration and synchronization procedures4.How to create an API user with the appropriate security role PrerequisitesBefore you set up and synchronize your data in Sherweb’s partner porta...

5/22/2026 5:32:42 PM

Sherweb partner portal: QuickBooks Online Documentation Configuration and synchronization procedures

Configuration and synchronization procedures Important notes:Invoices are generated at 6 AM Eastern Time (US & Canada) on the day of the month you selected.Yearly paid subscriptions can be mapped and synchronized to QuickBooks Online. Unit Cost is synchronized.Unit Price is no...

5/27/2026 1:38:06 PM

HaloPSA Integration

1. Important notesMake sure your HaloPSA URL and API credentials are valid before connecting the integration.Synchronization begins once your product mappings and organization mappings are completed and sync is enabled.Unit Cost is synchronized to HaloPSA automatically.Unit Price is pulled from y...

6/3/2026 4:50:18 PM