Deep Dive into ConnectWise Product Catalog Management - Office Hours

Welcome to the second office hours session, focusing on ConnectWise product catalog management. Building on the previous session on project billing, this episode addresses common questions, shares tips and tricks, and highlights potential pitfalls when using ConnectWise. The session covers the essentials of the product catalog, including the differentiation between master products and job-specific products, the complexities of product class management, and the importance of proper categorization for accurate accounting and procurement. I also provide practical advice on streamlining processes, optimizing GL mappings, managing recurring products, and setting up internal procedures to ensure a clean and efficient product catalog. Ideal for ConnectWise users aiming for better organization and streamlined operations. 00:00 Introduction and Purpose of Office Hours 00:29 Overview of the Product Catalog 03:04 Understanding Product Classes 08:17 Service Class Products and Their Usage 17:24 Agreement Class Products and Recurrence 24:21 Product Types and Accounting Integration 26:29 Updating Product Types in QuickBooks and ConnectWise 26:49 Understanding Categories and Subcategories 27:45 Best Practices for Categorizing Products 29:46 Handling Fees and Miscellaneous Items 31:11 Owner Furnished Inventory (OFE) 33:05 GL Mapping for Categories and Subcategories 33:39 Setting Up Fees in GL Mapping 40:05 Managing Vendors and Manufacturers 43:59 Custom Fields and Product Catalog Cleanup 47:37 Creating and Managing Views in ConnectWise 51:54 Final Thoughts and Q&A