Support Documents

Introduction:

Businesses that operate across borders often face challenges when managing currencies for transactions and accounting. In scenarios where a business uses ServiceBox for job management and QuickBooks Online for accounting, discrepancies in currency handling can arise, particularly when dealing with vendors in different currencies. This article provides guidance on addressing the issue of syncing vendor orders in USD with the majority of transactions in CND within ServiceBox and QuickBooks Online.

Understanding ServiceBox Currency Limitations:

ServiceBox is designed to operate with a single currency, and our current versions do not support the specification of multiple currencies for vendor orders or invoices. As such, the system does not currently offer a way to indicate different currencies on vendor orders or customer/vendor profiles, which is necessary for accurate financial tracking and decision-making.

Managing US Currency Vendor Orders:

For businesses encountering difficulties with syncing US currency vendor orders to QuickBooks Online, it is important to note that ServiceBox does not yet support this functionality. As a temporary measure, it may be necessary to manually handle these transactions. Place vendor orders  directly in QuickBooks Online.

Recommended Workflow for Multicurrency Operations:

1. Identify the Orders: Determine which vendor orders are in a different currency (e.g., USD) that ServiceBox does not support.

2. Direct Entry in QuickBooks Online: For the minority of orders that are in a different currency, enter them directly into QuickBooks Online to ensure financial accuracy and avoid discrepancies that can arise from syncing issues with ServiceBox.

3. Monitor for Updates: ServiceBox may implement multicurrency support in future updates. Keep an eye out for these developments to simplify the process in the future.

4. Contact Support: If you encounter issues or require clarification, reach out to ServiceBox support for assistance and advice tailored to your unique situation [email protected]