Accounting Connector FAQ's

Why did the Invoice not transfer to Accounting when Job Site did? - FAQ's 0001
Possibility 1: Open up the accounting connector and open the settings. There is a tab called "accounts", there is a date field that says "Im...
Mon, 8 Jul, 2019 at 1:49 PM
QuickBooks Desktop - Handling Customer Job Info Using Accounting Connector - FAQ's 0002
Summary Some of our QuickBooks customers use Job Info attached to the customer to keep track of related job information for a customer.  In some cases, Qui...
Tue, 13 Aug, 2019 at 1:08 PM
Is there a recommended way to use the connector? - FAQ 0003
Is there a recommended way to use the connector? The accounting connector for ServiceBox was written to allow two ways of synchronization between your acco...
Tue, 13 Aug, 2019 at 1:10 PM
When I run the sync I am getting a screen that lists conflicts, what am I supposed to do? - FAQ 0004
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&#...
Mon, 8 Jul, 2019 at 5:03 PM
Customer Linked to Accounting by accident? - Accounting Connector FAQ 0005
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 cu...
Mon, 8 Jul, 2019 at 5:04 PM
Is there a way to 're-import' an invoice? - FAQ 0006
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 ...
Tue, 13 Aug, 2019 at 12:21 PM
QuickBooks Questions - FAQ 0007
Why does the connector require QuickBooks to be open to run? We've found that opening QuickBooks before running the connector speeds up the synchro...
Tue, 13 Aug, 2019 at 12:22 PM
Sage 50 Accounting Questions - FAQ 0008
The connector is asking for a user name and password in the setup screen. What do I enter here? If you are using a single user license for Sage, there i...
Mon, 8 Jul, 2019 at 5:06 PM
QuickBooks Desktop - I'm unable to Sync Items to Inventory Accounts - FAQ's 0009
We recently ran into the situation where a customer was unable to sync Invoices because they were getting errors related to Inventory Items.  If you are in ...
Tue, 13 Aug, 2019 at 12:23 PM
QuickBooks Error - Multiple Instances of QuickBooks running - FAQ's 0010
When I start the accounting connector I get the following error "Error connecting to Accounting: The application trying to connect to Quickbooks is not...
Tue, 13 Aug, 2019 at 12:24 PM