Sales and Account Management resources provide guidance for managing opportunities, client relationships, and sales activities within ConnectWise PSA. These materials help improve organization, visibility, and consistency throughout the sales and account management process.
PSAC-455-G
Guide
How to Inventory in CWM, not in QBO
Tracking inventory only in CWM simplifies your financial processes and reduces administrative workload. The general idea is to treat CWM as your inventory system of record and reflect the appropriate balances in QBO through manual journal entries.
Recommended first step
Start with the guide