FAQ

Exporting Invoices to QuickBooks Online - FAQ
Question Some users have troubles exporting an Invoice to QuickBooks Online.  In order to sync Invoices with QuickBooks Online, you simply need to go in...
Fri, 26 Aug, 2022 at 9:59 AM
Importing from QuickBooks Online - FAQ
Summary - Our custom connector transfers all relevant data from ServiceBox to your accounting software of choice with the push of a button. It also allows t...
Fri, 26 Aug, 2022 at 9:54 AM
QuickBooks Randomly Disconnecting - FAQ
QuickBooks allows ServiceBox to maintain its authorization with each QuickBooks customer for 100 days. That means every 100 days QuickBooks will disconnect ...
Tue, 6 Feb, 2024 at 10:40 AM
Why am I getting a Validation Exception for 'The account period has closed"
If you receive a message when syncing an invoice to QuickBooks Online that says "Error syncing invoice: Validation Exception was thrown: Details: The a...
Mon, 31 Oct, 2022 at 4:06 PM
How do I mark an invoice as Paid in QuickBooks Online?
QuickBooks Online does not simply mark an invoice as 'paid', there must be a payment on the invoice. You will have two choices on how to handle this...
Mon, 16 Jan, 2023 at 1:45 PM
"Errors syncing invoice: Error: Duplicate Document Number Error : You must specify a different number. This number has already been used. DocNumber=2642-2 is assigned to TxnType=Credit Memo with TxnId=7046"
This error maybe occur in accounting if  user have a credit memo in QBO with the same transaction number as the invoice. To Resolve the error user can try o...
Tue, 28 Feb, 2023 at 10:56 AM
How to Fix the "Item Name Material is Set up in QuickBooks as Category" Error
How to Fix the "Item Name Material is Set up in QuickBooks as Category" Error If you use ServiceBox  for invoicing and you're encountering...
Wed, 22 Mar, 2023 at 3:04 PM
How to Initiate a Forced Re-Sync of all Payments from ServiceBox to QuickBooks.
Summary Our technical team has the capability to unlink invoices and payment records in ServiceBox. However, it's crucial to consider the presence of e...
Tue, 4 Jul, 2023 at 7:18 PM
Unable to find customer in QuickBooks Online for jobsite...
Error Message Unable to find customer in QuickBooks Online for job site X. You may need to unlink and resync the customer Y Cause The linkage between ...
Tue, 13 Jun, 2023 at 5:19 PM
The customer in accounting with name is already linked
Error Message The customer in accounting with the name X is already linked to a customer (named: Y) in ServiceBox. Cause This can happen if, on a custome...
Wed, 14 Jun, 2023 at 10:56 AM