Implement ConnectWise invoice sync to QBO based on GL mapping. Which is not yet in place. This can only be implemented when invoice sync is limited to staus closed invoices in PSA, as that's when GL mappings are created.

GL (General Ledger) directs the sync tool on where to place each item in QBO, ensuring accurate PNL reports, which is a key reason for using QuickBooks with PSA and Flexpoint.

Currently, all items sync to one account, preventing business owners from identifying profitable parts of the business or areas of loss.

Another challenge when syncing Flexpoint PSA to QBO when a down-payment is taken for a project, ticket, etc., once the work is completed and the invoice is created, that down-payment Flexpoint-Sync will mistakenly add as an extra payment to the account instead of applying the existing downpayment. This may go unnoticed if it's a small amount.

If GL mappings were utilized, the down payment issue would not exist since connectwise guides the sync tool on what to do while syncing invoices.

Another issue with Flexpoint sync, is it will not Batch the invoices in PSA when they are synced.