Disconnected Accounting System

Applies to: ConnectWise PSA, Datto Autotask PSA, Xero, QuickBooks Online

Error

There is x disconnected connection to your accounting platform. This may be preventing parts of the system from functioning.

How can this happen?

This error occurs when your Wise-Pay account gets disconnected from your Accounting Package.

Solution

  1. Click the "View Connections" button in the 'Disconnected Accounting System' warning message
    • For Xero users, click on the Connect to this Xero application icon for the affected connection/s.
      Continue with steps 2-5 below.
    • For QBO Online users, click on the Connect to this QBO application icon for the affected connection/s.
      Continue with steps 2-5 below.
    • For WisePay for PSA users, check your ConnectWise PSA settings in the Configure > Merchants > ConnectWise PSA Settings screen.
      Save your changes.
      The below steps do not apply.
  2. You will be directed to your accounting package.
    Login in if you haven't already. 
  3. Click on the Company Name.
    Note, if you have multiple Companies, select the company you are reconnecting to 
  4. Click Connect or Allow Access
  5. Once back on the Accounting Connections tab in Wise-Pay, you can click on the Verify Access Token icon next to the connection to ensure it's connected successfully

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.