Summary

With this latest feature in ServiceBox, users can now divide an item name and description when creating items in QuickBooks. If a user includes an item number, a separator, and a description, ServiceBox will automatically create a new item in QuickBooks. The QuickBooks invoice will display the item in two separate columns—one for the item name and another for the description.


If a description is already provided in ServiceBox, it will be used. However, in cases where no description is available, and a new setting is enabled, ServiceBox will search for a description in QuickBooks and use it as the default. This feature offers users the flexibility to decide whether they want the description copied from ServiceBox or if they prefer the system to use the default description from QuickBooks.


Previous Challenge:

Previously, if an item description was entered for a non-inventory item in QuickBooks, the description would appear in the ServiceBox Quote item long description after a sync. However, this information did not transfer back to an invoice within QuickBooks.


Example Scenario:

To illustrate, consider an item description entered in QuickBooks Desktop. After running a sync, the description appears in ServiceBox within the Quote item long description. Yet, when viewing the corresponding invoice in QuickBooks, the description field did not show the description added within QuickBooks.  


following is a screen print of description added to an item within QuickBooks Desktop


Here is the description showing up within ServiceBox after running a sync



Below is a screen print of how the invoice looked like within QuickBooks. You will notice that the description field does not have a description "Test for new feature Added" available in QuickBooks for this item 




Activating QuickBooks Desktop Connector Setting:

To enable the seamless transfer of item descriptions, follow these steps:

  • Open the ServiceBox Accounting Connector section where integrations with platforms like QuickBooks Desktop are managed.
  • Navigate to Export/Import Settings.
  • Check the box labeled "Use Description From Accounting if delimiter not present"
  • Click on "Start Sync" to Initiate a synchronization process.




Impact on Invoices:

Once the setting is activated, for any new invoices created, ServiceBox will search for a description in QuickBooks and use it as the default. 


 


For further assistance or inquiries, reach out to our dedicated support team at [email protected]