ConnectBooster - Make multiple companies viewable under a single master company.
Resolution for users who need to view multiple child companies from a single master company in ConnectBooster for billing purposes.
Issue Synopsis
A user needs to configure ConnectBooster so that several child companies are viewable at once by selecting a single master company. Without the master company configured to reference the QuickBooks links of child companies, billing teams must switch between companies to view invoices and payment data.
Resolution Summary
Drag each child company QuickBooks link and drop it onto the card of the master company in ConnectBooster. Once the QuickBooks links from all desired child companies are placed on the master company card, selecting the master company will display the child companies for consolidated billing visibility.
Step-by-step Resolution
In the ConnectBooster interface navigate to the Entities area.
Identify the master company card that will be used to view child companies.
For each child company that you want viewable from the master company:
a. Locate the child company card in the Entities area.
b. Locate the QuickBooks link element associated with that child company. This is the item that links ConnectBooster to the child company QuickBooks data.
c. Click and hold the QuickBooks link and drag it to the master company card.Repeat step 3 for every child company you want to include.
After adding all child company QuickBooks links to the master company card, select the master company card to verify child companies are viewable.
Confirm billing data from the child companies displays as expected under the master company view.
Video Transcript:
If you would like multiple companies to be viewable in one location for billing purposes, adding multiple companies to the master company will allow you to view all the child companies at once by selecting the master company. To set this up, you can simply drag the QuickBooks link from each child company and place it on the card of the master company. The child companies will now be viewable with the master company.
Video Link: