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Linking Entities in the Accounting Connector - QuickBooks Desktop & Sage 50

Use the New Entity Linking Feature to Resolve Sync Errors Faster

Summary

When error messages occur during a sync process, it can be difficult to identify and manage the relevant entities involved. ServiceBox has introduced a powerful enhancement to the Accounting Connector: the entity linking feature. This update allows users to directly access and review related Customers, Job Sites, or Invoices from within an error message—making it much easier to troubleshoot and resolve sync issues quickly.

This functionality is available for both Sage 50 and QuickBooks Desktop.

How to Use the Entity Linking Feature:

  • Open the Accounting Connector
    Launch the ServiceBox Accounting Connector for your QuickBooks Desktop or Sage integration.

  • Start the Sync
    Click Start Sync to begin the synchronization process.

  • Review Sync Errors
    If validation errors are present, they’ll be displayed on the screen.

 

  • Right-Click on an Error
    Right-click on any error message to access related entities:

    • View Customer in ServiceBox – Opens the associated customer record in a new window.

    • View Job Site – Opens the job site linked to the invoice.

    • View Invoice – Opens the specific invoice that needs review or correction.

  • Make Corrections
    Update or unlink the relevant entity to fix the issue.

  • Re-run the Sync
    Once changes are complete, run the sync again to ensure the issue is resolved.

 

Need Help?
If you have questions or need assistance, contact our support team via the Help button in your account or email support@jobboxsoft.com. We're happy to help!