Summary
When using ServiceBox in conjunction with accounting software like QuickBooks Desktop, users may encounter an issue where invoices are not displayed under the correct job sites. This article provides a Step-by-step guide to troubleshoot and resolve this problem.


Understanding the Issue

When Invoices are synced from ServiceBox with QuickBooks Desktop, invoices are not displayed under the correct job sites, it may show under the customer within QuickBooks. 




The core of the issue lies in the job information attached to the customer in QuickBooks Desktop. If job information is filled out, it may prevent the creation of a new job site during the export process, even if the option to export job sites is selected.



Customer record will be created within ServiceBox, however, jobsite will not.


Steps to Resolve the Issue

To address this problem, follow the steps outlined below:


1. Add the Jobsite in ServiceBox:

  • Open the customer
  • Go to the "Job Sites" tab
  • Click on the "Add Job Site" button






2. Clear Job Information in QuickBooks Desktop: 

  • Clear any job information entered in the customer's Job Info tab in QuickBooks to avoid conflicts during synchronization.



3. Delete ServiceBox-Originated Invoices: 

  • Next, delete any existing invoices in QuickBooks that originated from ServiceBox. It's important to only remove invoices that were imported from ServiceBox and not those manually created in QuickBooks.




4. Unlink Customer and Invoices in ServiceBox: 

Unlink the parent customer and all work invoices in ServiceBox. This action will remove the association between ServiceBox records and QuickBooks, allowing for a fresh synchronization.

  • Unlink Invoice
  • Open the Invoice
  • Remove the checkmark "linked to QuickBooks Invoice Uncheck to remove link"



  • Unlink Customer
    • Open the customer
    • Click on Links button




           

  • Click on Delete button to unlink customer





5. Run the Sync Again: 

After completing the above steps, run the synchronization process again in ServiceBox. This should allow the system to create new job sites within QuickBooks Desktop and link invoices correctly.


6. Verify the Results: 

Once the sync is complete, check to see if the invoices are now appearing under the correct job sites as expected within QuickBooks Desktop. The invoices should be linked not only at the parent level but also at the job site level.



Conclusion

By following these steps, you should be able to resolve the issue of invoices not showing under job sites in ServiceBox. If the problem persists or you require further assistance, please reach out to support@jobboxsoft.com