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Exporting Invoices to QuickBooks Online - FAQ

Troubleshooting the missing “Go” button when syncing invoices with QuickBooks Online in ServiceBox.

Question

Some users have trouble exporting an invoice to QuickBooks Online. In order to sync invoices, you simply need to go into your QuickBooks settings, select the settings you would like to import/export, and click the "Go" button (shown in the screenshot below). If that button isn’t appearing, there are a few possible causes.

 

Solution

If the "Go" button does not appear on your QuickBooks screen, it may be due to incomplete settings in your QuickBooks Online Sync. Sometimes, changes made in ServiceBox settings can affect what appears in the QuickBooks sync screen.

To fix this:

  1. Select QuickBooks Online from the dropdown menu under your login name.

  2. This will bring you to the QuickBooks Online Sync page.

  3. You’ll see a message like this:
    “The following settings must be complete before syncing with QuickBooks.”

 

Now go through each of the tabs within this page (Customers, Invoices, Items, etc.) and ensure all required settings are filled in. If even one section is incomplete, the "Go" button will not appear.

Example:
In the screenshot below, the tax settings are incomplete. The ServiceBox tax value hasn’t been mapped to a QuickBooks value. To fix this, simply choose the correct QuickBooks tax from the dropdown list.

Once all settings are complete, the "Go" button will be visible, allowing you to sync invoices.

 

Need Help?
Contact support by clicking the Help button in the bottom-right corner of your screen when logged in or email us at support@jobboxsoft.com.