How ConnectWise PSA Integrates with Your Accounting Package

The table below shows what data transfers from ConnectWise PSA to your accounting package, what it maps to on the accounting side, and when the transfer happens. If you’re setting up accounting for the first time, work through the Accounting Checklist before relying on this reference.

Data Transfer Reference

PSA record	Accounting equivalent	When it posts	Notes
Standard and Agreement Invoices	Sales Transaction Entry	When the invoice status is set to Closed	May require an Item ID — check your accounting package’s integration docs on the ConnectWise Marketplace.
Downpayment Invoices	Deferred Revenue	When the invoice status is set to Closed	May require an Item ID.
Credit Memo	Credit Memo	When the invoice status is set to Closed	May require an Item ID.
Sales Tax	Sales Tax Payable	When the invoice status is set to Closed	Refer to your accounting package’s integration docs for Sales Tax setup.
Expenses (Transfer as a Bill selected)	Payable Transaction Entry (bill created)	When the expense report is approved and the ticket or project is closed	Confirm Transfer as a Bill is selected during accounting package setup.
Expenses (Transfer as a Bill cleared)	Expense or Clearing Entry	When the expense report is approved and the ticket or project is closed	Confirm Transfer as a Bill is cleared during accounting package setup.
Purchase Orders	Item Receipt	When the PO line item is marked Closed	QuickBooks only.
Inventory Adjustments	Transaction Entry	When the adjustment is marked Closed	QuickBooks only.
Inventory Transfers	Item Transfer Entry	When the transfer is complete	QuickBooks only.

Inventory General Ledger Accounts

GL accounts link inventory transactions between PSA and your accounting package. When items are received, issued, or invoiced, PSA posts to the configured GL accounts — those entries flow to your accounting package on the next sync.

Sync Payment Information

PSA does not sync invoices back from your accounting package — only payments sync back. The payment sync runs after invoices have been sent to your accounting package.

Note: Turn on Sync Payment Info From Accounting Package only if you use QuickBooks or Microsoft Dynamics GP. The Direct Transfer setting that enables it is only active for those two packages.

To sync payment information:

1. Go to System > Setup Tables > Accounting Package.
2. Select the Direct Transfer checkbox.
3. Select the Sync Payment Info From Accounting Package checkbox. This also selects Sync Payments from Accounting Package on the Accounting Interface screen.
4. Select Save.
5. Go to Finance > Accounting Interface.
6. In the Time Period field, select a date range for how far back you want to sync payment information.
7. In the Batch ID field, enter the date as the batch number. If you are only syncing payments — not invoices, expenses, or procurement items — no Batch ID is required.
8. Select TRANSFER. When the sync completes, PSA sends a confirmation email to the logged-in member.

Note: To review payment details after a sync, open the invoice’s Audit Trail tab. The Invoice Search screen also shows a Date Paid column for quick reference.