Introduction:
In this tutorial, we address a common sync error encountered in ServiceBox when syncing user timesheets with QuickBooks Online. We'll explore the implications of the 'Ignore Job Sites' setting and provide guidance on how to resolve related issues to ensure accurate data synchronization.
Understanding the Sync Error:
During the synchronization process, you may encounter an error indicating that a specific date has not been synced for a user. This typically occurs when the customer and job site associated with a work order are not both synced to the accounting program, which is necessary for the user's time to appear in QuickBooks.
The 'Ignore Job Sites' Setting:
ServiceBox offers a setting that allows you to ignore job sites during the sync process. However, this setting can lead to errors if the user's time needs to be synced and there is no invoice associated with the job site. To ensure that timesheet hours are accurately transferred, you must decide whether to continue ignoring job sites or to adjust the settings to include them in the sync.
Resolving Job Site Sync Issues:
To resolve sync errors related to job sites, follow these steps:
- Review the work order in question to determine if an invoice exists.
- If no invoice is present, ensure that both the customer and job site are synced to the accounting program.
- Consider disabling the 'Ignore Job Sites' setting if it is preventing necessary data from syncing.
Conclusion:
By understanding the role of job sites in the sync process and how settings like 'Ignore Job Sites' can affect synchronization, you can make informed decisions to resolve errors. Ensuring that both customers and job sites are properly synced is crucial for accurate timesheet data transfer to QuickBooks Online.
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