Getting Started

QuickBooks Desktop - Integration with ServiceBox - Accounting Requirements and Setup
Summary This document will help prepare your business in getting your QuickBooks Company file ready to connect with ServiceBox.  It will go through some d...
Wed, 22 Dec, 2021 at 3:13 PM
Handling Tax Codes and Tax Levels for USA Users - Getting Started
Summary In ServiceBox we have created the most flexible way to handle taxes by allowing for multiple Sales Taxes to be created as well as Tax Levels.  The ...
Thu, 8 Feb, 2024 at 1:16 AM
Troubleshooting QuickBooks Timesheet Import - Getting Started
Occasionally we get a message like this popping up when trying to import timesheets: This employee is set to have activities transferred to paychecks. A...
Fri, 26 Aug, 2022 at 10:05 AM
Requirements for Integrating QuickBooks with ServiceBox - Getting Started
Summary This document will prepare your business in getting your QuickBooks Company file ready to connect with ServiceBox.  It will go through some data sc...
Fri, 26 Aug, 2022 at 10:07 AM
QuickBooks Desktop Accounting Connector Set Up - Getting Started
Accounting Integration Setup This connector will allow you to link ServiceBox to your QuickBooks Desktop.  To download the accounting connector, simply...
Mon, 4 Dec, 2023 at 9:15 AM
QuickBooks Desktop - Payments
Summary:  The 'Payment Option' has been added to our QuickBooks Accounting Connector Program to give users flexibility with their payments optio...
Wed, 2 Aug, 2023 at 6:30 PM
Guidelines for Utilizing the 'Create Ship To Address For Each Jobsite' Setting
In the realm of business management and customer service, efficiency and accuracy are paramount. To optimize shipping processes and enhance customer satisfa...
Tue, 16 Apr, 2024 at 6:48 PM
Syncing Data From ServiceBox to QuickBooks Desktop- Fact Sheet
Requirement:  To enable this functionality, the connector program must be installed on the same physical or virtual machine as the QuickBooks esktop softwa...
Thu, 4 Apr, 2024 at 3:19 PM
Expense Account Settings for Vendor Orders - QuickBooks Desktop
ServiceBox is excited to roll out a new feature that simplifies the accounting process by providing more control over expense accounts when creating vend...
Fri, 1 Nov, 2024 at 4:49 AM