Summary

Efficient management of invoices, customers, and jobsites is crucial for maintaining accurate financial records in accounting software. In this instructional article, we'll guide you through the process of unlinking invoices, customers, or jobsites, deleting invoices in QuickBooks Desktop, and then resyncing the data to ensure seamless integration.


Delete Invoice in QuickBooks Online (Skip this step if an Invoice is not yet synced to QuickBooks Online): 

Before proceeding with the unlinking process, it is necessary to delete invoices in QuickBooks Desktop. Follow these steps if an invoice has already been synced:


  • Open the Customer Record in QuickBooks:
    • Navigate to Customer -> Customer Centre




  • Navigate to Transaction Tab 
  • Click on Invoices
  • Double click on Invoice you would like to delete




  • Click on the delete button




Unlinking Invoices in ServiceBox

Unlinking invoices in ServiceBox is a crucial step:

  • Open the Invoice:
  • Remove Link:
    • Locate the option "Linked to QuickBooks Invoice."
    • Uncheck the box to sever the link between the invoice in ServiceBox and QuickBooks.



Unlinking Customers in ServiceBox

Now, let's move on to unlinking customers in ServiceBox:

  • Open the Customer:
    • Access the customer profile in ServiceBox.
  • Navigate to Links and Remove:
    • Click on the "Links" button.



  • Press the "Delete" button to eliminate the link between the customer in ServiceBox and QuickBooks.





Unlinking Jobsites in ServiceBox

To unlink jobsites in ServiceBox, follow these steps:

  • Open the Jobsite:
    • Access the jobsite in ServiceBox.
  • Remove Link:
    • Click on the "Links" button.






  • Select "Delete" to sever the link between the jobsite and QuickBooks.



Running the Sync Again

Once you have successfully unlinked invoices, customers, and jobsites, it's time to resync the data:

  • Run the Synchronization Process:
    • In Connector Program, initiate the synchronization process again.

 

Conclusion

By following these comprehensive steps, you ensure that your financial records remain accurate and up-to-date across both ServiceBox and QuickBooks. This streamlined approach to unlinking and resyncing guarantees a seamless integration, promoting an error-free and efficient financial management system for your business. Regularly performing these checks and updates contributes to the overall health and reliability of your accounting processes.