Accounting Connector FAQ's

Why did the Invoice not transfer to Accounting when Job Site did?
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, 13 Feb, 2017 at 10:13 AM
Quickbooks Desktop - Handling Customer Job Info Using Accounting Connector
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 Quic...
Sun, 15 Jul, 2018 at 11:56 AM
Accounting Connector FAQ - Is there a recommended way to use the connector?
Is there a recommended way to use the connector? The accounting connector for ServiceBox was written to allow two way synchronization  between your account...
Thu, 14 Sep, 2017 at 1:50 PM
Accounting Connector FAQ - When I run the sync I am getting a screen that lists conflicts, what am I supposed to do?
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&#...
Thu, 14 Sep, 2017 at 9:00 AM
Accounting Connector FAQ - Customer Linked to Accounting by accident?
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...
Thu, 14 Sep, 2017 at 9:02 AM
Accounting Connector FAQ - Is there a way to 're-import' an invoice?
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 ...
Thu, 14 Sep, 2017 at 9:03 AM
Accounting Connector FAQ - Quickbooks Questions
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...
Thu, 14 Sep, 2017 at 9:06 AM
Accounting Connector FAQ - Sage 50 Accounting Questions
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...
Thu, 14 Sep, 2017 at 9:08 AM
Quickbooks Desktop - I'm unable to Sync Items to Inventory Accounts
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 ...
Mon, 13 Nov, 2017 at 10:04 PM
Quickbooks Error - Multiple Instances of Quickbooks running
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 Feb, 2018 at 9:04 AM