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Linking Entities in the Accounting Connector - QuickBooks Online

Use the new entity linking feature to quickly review and fix customer, invoice, and vendor issues during QuickBooks Online sync.

Summary

ServiceBox has introduced a new feature for QuickBooks Online users called entity linking in the Accounting Connector. This feature makes it easier for users to access and manage customer details, invoices, job sites, and vendor information during the synchronization process. This feature enhances efficiency and accuracy when working with entities in ServiceBox by simplifying error resolution and enabling quick fixes.

 

The step-by-step process

Here's a step-by-step guide on how to use this new feature:

  • Login to ServiceBox.
  • From the dropdown menu, select "QuickBooks Online".

 

  • On the QuickBooks online Sync page, click "Go".
  • QuickBooks will start syncing all data including customers, invoices, vendors etc.

 

 

  • If there are any errors identified during the sync process, you will see them on the next screen.
  • Click on the link, and the relevant entity will open in a new tab. 

 

  • With the entity opened in a new tab, review the information and make any necessary changes or fixes.
  • Repeat the process for any other highlighted entities that require attention during the sync process.
  • Once all necessary changes have been made, complete the synchronization process.

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.