Support Documents

Summary We have had a request from a lot of customers that they needed to have better control over which revenue account new items are created.  We have ad...

Summary Some of our QuickBooks customers use Job Info attached to the customer to keep track of related job information for a customer.  In some cases, Qui...

Summary This document will go through the settings that are required to setup your ServiceBox site so that it can integrate with QuickBooks Payroll.  By co...

Summary This document will go over the configuration and details of how to get ServiceBox invoice notes into QuickBooks Desktop. Importing Notes from S...

To re-export an invoice that has already been exported to QuickBooks, you can unlink, save. Then delete the invoice from QuickBooks and try running the s...

Why does the connector require QuickBooks to be open to run? We've found that opening QuickBooks before running the connector speeds up the synchron...

We recently ran into the situation where a customer was unable to sync Invoices because they were getting errors related to Inventory Items.  If you are in ...

When I start the accounting connector I get the following error "Error connecting to Accounting: The application trying to connect to QuickBooks is not...

For US QuickBooks, all tax codes should be set to 'TAX' rather than the tax groups. QuickBooks US will pick the appropriate tax based on the custome...

Whenever you get a message like 'name is already in use' and the accounting package is QuickBooks Desktop, This means there is something else in Qui...