QuickBooks Desktop or Sage - Accounting Connector - Customer Linked to Accounting by accident? : Support Documents

QuickBooks Desktop or Sage - Accounting Connector - Customer Linked to Accounting by accident? Print

Created by: Lee Brodland

Modified on: Tue, 6 Feb, 2024 at 10:38 AM

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 customer (or jobsite) in ServiceBox. At the bottom of the screen will be a checkbox indicating that the customer is linked to a customer in your accounting software. Just uncheck the checkbox and click 'OK'. This will remove the link and the customer can be re-imported as a new customer or linked to an existing customer.

Lee is the author of this solution article.

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QuickBooks Desktop or Sage - Accounting Connector - Customer Linked to Accounting by accident? Print

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