Support Documents

If you are having problems getting an invoice to sync with your accounting application, the following steps may help in solving the issue: Issues with ...

To download the accounting connector, simply click on the 'Accounting' menu item under your username. The link to the connector is in the first bull...

When the shortcut to the ServiceBox Accounting Connector grays out or it says it is not linked any longer. - Right click on icon,  - find locat...

You can run the connector as often as you like, we recommend at least once a day either in the morning or last thing at night. Is there a recommended wa...

When I run the sync I am getting a screen that lists conflicts, what am I supposed to do? This screen appears when the sync finds issues that it doesn&#...

I've linked a customer in ServiceBox to a customer in accounting by accident, is there a way to remove this link? Yes there is! Just go edit the cus...

Is there a way to 're-import' an invoice? If you are using QuickBooks, you can delete the invoice from QuickBooks and the system will ask if you wa...

  ACCOUNTING CONNECTOR FAQ This document provides the information you might have about the ServiceBox accounting connector tool.   Common Questions Ho...

There are two approaches to getting invoices marked as paid in ServiceBox and accounting: 1. If you enter payments into ServiceBox, those payment record...

If you are seeing this error message on your connector Screen, please confirm the file you are opening in Sage or QuickBooks Desktop is correct one. In most...