Frequently asked questions

Getting started with ConnectBooster

Pre-implementation checklist

Organization kit

Accounting package questions

QuickBooks Web Connector setup

Web Connector sync error best practices

What is the typical flow of invoices?

How do I reconcile or match my deposits?

Payments failing to sync

An organization has missing invoices

Log in issues

I can't log in! Help!

Payment processing and billing

How do I issue a refund?

What are these charges to my checking account?

What is a locked invoice, and how do I resolve this?

How can I better secure my accounts?

What is a locked payment method, and how do I resolve this?