Summary
Efficient synchronization between ServiceBox and QuickBooks Online is crucial for seamless business operations. However, encountering issues where customers, jobsites, or invoices fail to sync can disrupt workflow. This article aims to guide users through the troubleshooting process, addressing common causes and providing step-by-step solutions.
Causes of Sync Issues
- Corrupted Linkage: The connection between the customer in ServiceBox and the customer record in QuickBooks Online may become corrupted, hindering synchronization.
- Mismatched Customer Information: Changes made to customer information in QuickBooks Online without updating the corresponding data in ServiceBox can lead to sync problems.
- Customer Deletion: If a customer is deleted from either platform, synchronization issues may arise.
- Jobsite Reassignment: Moving a jobsite to a different customer in ServiceBox without proper synchronization adjustments can disrupt the linking process.
- Incorrect QuickBooks Online Settings: The setting for "Import Invoices Dated On Or After" within QuickBooks Online may be inaccurate, causing sync failures.
Troubleshooting Steps
- Verify Customer Links:
- Open the customer profile in ServiceBox.
- Click on the "Links" option.
- Ensure that the linkage between ServiceBox and QuickBooks Online is established.
Verify Jobsite Links:
Open the jobsite in ServiceBox.
Click on the "Links" option
- Confirm that the linkage between the jobsite and QuickBooks Online is established.
Check QuickBooks Online Settings:
Access QuickBooks Online and navigate to the Invoice Accounts tab.
Verify that the "Import Invoices Dated On Or After" setting is accurate and precedes the invoice date.
Rerun the Sync:
After confirming linkages and settings, attempt to rerun the sync process.
Unlink Customer, Jobsite, Invoice:
If the issue persists, consider unlinking the customer, jobsite, and invoice. Follow this article to unlink the customer, jobsite, and invoice https://jobbox.freshdesk.com/a/solutions/articles/19000157997