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QuickBooks Desktop or Sage- Accounting Connector - Troubleshooting Invoice Issues

If you're having trouble syncing an invoice from ServiceBox to your accounting software, this guide outlines key areas to check—including customer, job site, invoice, and item-related issues—along with steps to resolve common syncing errors.

Troubleshooting Invoice Sync Issues with Accounting Software

If you are having problems getting an invoice to sync with your accounting application, the following steps may help identify and resolve the issue.

Issues with Customer

First, verify whether the customer on the invoice has synced to accounting.

  1. Go to the Customer profile in ServiceBox.

  2. Click Edit.

  3. Scroll to the bottom to check if the "Linked to accounting" checkbox is present and selected.

If the customer is not linked, syncing may fail due to:

  • Name too long for the accounting software (check for related connector error messages).

  • Duplicate names in ServiceBox (only one can be synced to accounting).

  • The customer was deleted from accounting after linking.

    • Solution: Uncheck the "Linked" checkbox, save, and re-import the customer.

 

Issues with Job Site (QuickBooks and QuickBooks Online Only)

Check if the job site is properly linked:

  1. Open the Job Site in ServiceBox.

  2. Click Edit.

  3. Confirm:

    • A customer is selected in the dropdown.

    • The "Linked to accounting" checkbox is present and selected.

If syncing still fails, it could be due to:

  • Job site name exceeds the character limit in the accounting software.

  • Duplicate job site names under the same customer.

If the job site was deleted from accounting, unlink and re-import it using the same steps as above.

 

Issues with Invoice

If the customer and job site are linked but the invoice still doesn’t sync, check the invoice date:

  • Go to the Accounting Settings in ServiceBox.

  • Check the setting for “Import Invoices Dated On Or After.”

  • If this date is after your invoice date, the invoice will be skipped.

Solution:
Update either the invoice date or the setting date to ensure it falls within the valid sync range.

 

Issues with Invoice Items

If syncing still fails, the issue may be with one of the invoice items:

  • QuickBooks Online only: Items cannot have the same name as an item category already in QuickBooks Online. Error messages should indicate this.

💡 Tip: On the desktop connector, double-click the error message row to view the full error details.

Need Help?
If you're still having trouble after trying the above steps, contact our support team at support@jobboxsoft.com. We're here to help.