LogoLogo
Submit a request
  • How Can We Help?
  • 📈Getting Started
    • Introduction to Alternative Payments
      • Alternative Payments Introduction
      • Why Alternative Payments
      • Submitting Product Feature Requests
      • Does Alternative Payments charge end-customers?
      • How to save up to 10 hours weekly with auto-reconciliation
      • Countries Supported
    • Account set up & configuration
      • Getting Started on Alternative Payments
      • Getting my Customers Started on Alternative Payments
      • Custom Billing Links
      • Best Practices when transitioning to Alternative Payments
      • Recording Check Payments
      • 6 helpful tips for faster payments
      • White-labeling your Payments Portal
    • 5 Best Practices to Set Up Your Account
      • How to White-label Your Portal
      • Setting Up Automatic Email Notifications
      • Setting up Auto-Pay
      • How to Navigate Insights
  • 📨Referral Partnership Program
    • Referral Dashboard
  • 💰Payments & Invoicing
    • Managing Customers
      • Adding New Customers
      • Editing Customers
      • Approving Customers
      • Create Customer Tags
      • Customer Impersonation
    • Payments and Payouts
      • How customers can make invoice payments
      • Making a partial invoice payment
      • Scheduling Invoice Payments
      • How to share your billing link with customers
      • Payment and Payout Report Downloads
      • ACH Chargebacks
      • Reducing Chargebacks
      • Credit Card Disputes Best Practices
      • Payout Transaction IDs
      • Refund Management
      • How Bank Holidays Affect Your Payout Timelines
    • Managing Invoices
      • Creating an Invoice
      • Archiving Invoices
      • Sync Invoices
    • Payments Methods
      • Customer Payment Methods
      • Managing Payment Methods
      • Our Flexible Payment Options
    • BNPL (Pay in Installments)
      • Pay in Installments Overview
      • Pay in Installments Terms
      • Pay in Installments Benefits
  • ⚙️Automations
    • Email Notifications & Reminders
      • Automatic Email Notifications
      • Automated Invoice Summaries
      • Creating Custom Email Templates
      • Tracking Email Notifications
    • Setting up Auto-Pay
      • Setting up Auto-Pay
      • Auto-Pay Permissions
      • Invoice Creation Date Auto-Pay Rules
      • Agreements-Based Auto-pay Rules
      • Billing Terms Auto-Pay Rules
    • Using Auto-charge
      • Auto-Charge Vs. Auto-Pay
      • Auto-Charge Overview
      • Batch Charging Invoices
    • Collections Assist
      • Collections Assist Overview
      • Collections Assist Best Practices
    • Insights
      • Insights Overview
  • 🔗Integrations
    • Getting Started
      • Supported Integrations
      • Differences Between Integrations?
      • Dual Integrations
    • Accounting Integration Guides
      • Quickbooks Desktop
        • Quickbooks Desktop Reconciliation
        • Running a Manual Sync
        • Installing the Connector on Multiple Computers or a Shared Server
        • Supported Quickbooks Desktop Versions
      • Quickbooks Online
        • Quickbooks Online Reconciliation
        • Auto-Pay Based on Recurring Invoices from Quickbooks Online
        • Quickbooks Online Credit Card Fee Reconciliation
        • How to Disable Quickbooks Online Payments
      • Sage Intacct
      • FreshBooks
      • Microsoft Dynamics 365 Business Central
      • Zoho Books
      • Oracle NetSuite
      • Xero
        • Xero Reconciliation
    • PSA Integration Guides
      • HaloPSA
        • HaloPSA Integration Set-Up Guide
      • ConnectWise
        • Why has my invoice not synced in from ConnectWise?
      • Autotask
        • Creating User-Defined Fields
        • Mass Updating User-Defined Fields (UDFs)
      • SuperOps
    • Quoting Integration Guides
      • Quoter Integration Set-Up Guide
      • CPQ Integration Set-Up Guide
      • QuoteWerks Integration Set-Up Guide
    • Telecom/VOIP Integration Guides
      • Datagate Integration
  • 📐Preferences
    • Customization
      • Customizing Your Help Page
      • Managing Credit Card Fees
      • Multiple Partner Dashboards with One Login
      • Managing Email Notifications
      • Custom Payment Link for Quotes
    • User Roles and Team
      • Adding and Removing Team Members
      • User Roles
      • Enabling MFA
      • New Login Experience
  • ❓End-Customer FAQs
    • End-Customer FAQs
      • Paying an Invoice via Guest Checkout
      • Logging into Your Vendor’s Payment Portal
      • Making Invoice Payments
      • Enrolling into Auto-Pay
      • Enabling Multi-Factor Authentication (MFA)
      • Inviting Other Team Members
      • Managing My Payment Methods
      • Managing Multiple Accounts
      • Disabling Email Notifications
      • Paying an Invoice in Installments
      • Paying an Unavailable Invoice
      • Downloading Itemized Invoices
Powered by GitBook

Who We Are

  • About Alternative Payments
  • For MSPs
  • For Business Services

What We Offer

  • Features
  • Pricing
  • Customer Stories

Support

  • Knowledge Base
  • Other Resources

Contact Us

  • Contact Us
  • Email Us
  • Submit a Ticket

©2025 Alternative. All rights reserved.

On this page

Was this helpful?

  1. Payments & Invoicing
  2. Managing Invoices

Sync Invoices

PreviousArchiving InvoicesNextPayments Methods

Last updated 11 days ago

Was this helpful?

Sync new ConnectWise invoices into QuickBooks Online with the Sync Invoices tool (Beta).


Alternative Payments offers the Sync Invoice tool that detects and syncs invoices which are created in ConnectWise but not yet synced to QBO. The Sync Invoices tool allows you to select which invoices to sync, view a history of synced items, and trigger updates only when you're ready.


Note: If you’re using an existing sync tool like WiseSync, this will not result in duplicate data. Our system flags the invoices as synced to ensure there is no overlap.

To ensure this data is synced correctly, you need to grant the following additional permissions in your ConnectWise security role settings.

Steps to update your permissions in ConnectWise:

  1. Go to your ConnectWise Setup Tables and locate the security role associated with the integration.

  2. Under the Time & Expense matrix, expand the accordion and set the following permissions:

  • Expense Report Entry: None, None, None, All

  • Time Entry: None, None, None, All

  1. Click Save.

For a full walkthrough of setting up the ConnectWise integration, refer to the ConnectWise help doc for more information.


Once permissions are updated, return to your Alternative Payments dashboard and follow these steps:

  1. Go to the Integrations section

  2. Click the three dots ... next to the ConnectWise integration, and select Manage Filters.

  1. Click Edit or import filters

  2. Click Save

You do not need to make any additional changes. This will trigger a full re-sync, and historical invoice line items tied to Services and Expenses will be populated automatically.


Beta version limitation: At this stage, the Sync Invoices tool can only be triggered manually. Automation functionality is not yet available but will be included in the full release version.

How to Use the Sync Tool

  1. Log into your Alternative Payments Partner Dashboard

  2. Navigate to Sync Invoices From the sidebar, select "Sync Invoices (Beta)"

  3. View Unsynced Invoices View new invoices found in ConnectWise that haven’t yet been synced to QuickBooks Online in the "Unsynced" tab

  1. Select Invoices to Sync Choose the invoices you’d like to sync and click the “Sync invoices” button at the bottom of the screen.

  1. View synced invoices

    View a record of synced invoices in the "Previous Syncs" tab in your Alternative Payments dashboard.

Note: The synced batch will also appear in the "Batches" section of ConnectWise.

You're all set! 🎉

Love our platform? Rate us on Channel Program and check out our Referral Program page!

💰