ConnectWise PSA Admin - Automate CPQ to PSA Flow, Billing & WisePay/QuickBooks Sync

Posted 7 hours ago

Worldwide

Summary

We're an MSP using ConnectWise PSA (Manage), ConnectWise CPQ (Sell), and WisePay/Wise-Sync with QuickBooks Online. Everything between quote and payment is manual today. We need a hands-on ConnectWise admin to configure and automate three things: 1. CPQ SETUP AND CPQ-TO-PSA FLOW General CPQ (Sell) setup: quote templates, approval workflows, and basic catalog/product configuration so quoting works cleanly. Then, when a quote is approved, it should automatically create the opportunity, products, and project in PSA - today we do all of this by hand. (Full distributor feed integration is not required, but basic catalog setup is in scope.) 2. AUTOMATED BILLING IN PSA When a service ticket or project is closed, an invoice should be generated automatically (correct agreement/billing setup, invoicing rules, approvals). Includes a light cleanup of our PSA setup where needed to make this work. 3. WISEPAY / WISE-SYNC TO QUICKBOOKS ONLINE Invoices and payments should sync cleanly from PSA to QBO (correct GL mapping and tax), and customers should be able to pay automatically through WisePay (auto-pay on agreements, payment portal). END GOAL: ticket closed, then invoice created automatically, then synced to QBO, then customer pays, then payment reconciled - with little to no manual work. HOW WE'LL WORK Hourly engagement over 1-2 months. The first task is a paid ~10-hour audit of our current setup with a short written findings report and fix plan - this is a trial; continued work depends on its quality. After the fixes, we need brief documentation of what you changed. Potential for ongoing monthly admin work for the right person. REQUIRED EXPERIENCE - 2+ years hands-on ConnectWise PSA (Manage) administration - ConnectWise CPQ (Sell) setup (templates, workflows, catalog) and the CPQ-PSA integration - Wise-Sync/WisePay setup with QuickBooks Online (GL mapping, payment reconciliation) - Familiar with MSP agreement billing (managed services, T&M, project billing) TO APPLY, ANSWER THESE IN YOUR COVER LETTER: 1. Describe a ConnectWise quote-to-cash automation you've set up (CPQ to PSA to Wise-Sync/QBO). What was manual before, and what did you automate? 2. What's your approach to auditing an existing PSA setup before making changes? 3. Confirm your hands-on experience with Wise-Sync GL mapping to QuickBooks Online. 4. Your availability and estimated hours for the work above. Start your proposal with the word "Quote2Cash" so we know you read the full post.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $10.00

    -

    $15.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
ConnectWise Automate
Intuit QuickBooks
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:6 hours ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since May 14, 2018
  • United States
    Cooper City2:25 PM
  • $22K total spent
    22 hires, 6 active
  • 684 hours

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