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Vendor Order- Accounting Sync with QuickBooks Online

This article explains how ServiceBox syncs vendor orders to QuickBooks Online by creating purchase orders and bills. The sync process depends on the status of the vendor order and your accounting settings in ServiceBox.

Before You Begin

Make sure the following setup steps are complete before attempting a sync:

These configurations ensure that the sync functions correctly and that ServiceBox sends the right data to QuickBooks Online.

How ServiceBox Creates Purchase Orders in QuickBooks Online

ServiceBox creates a purchase order in QuickBooks Online based on the vendor order’s current status and the settings configured in the accounting tab.

Example:
If your vendor order is in a status like "Sent", and that status is set to sync to accounting, ServiceBox will generate a purchase order for the selected supplier when you run the sync.

 

How ServiceBox Creates Bills in QuickBooks Online

ServiceBox creates a bill in QuickBooks Online when the vendor order status indicates that the order has been received.

Example:
If your vendor order is set to "Received", syncing will update the existing purchase order in QuickBooks Online and generate a corresponding bill.



Viewing Linked Records

To confirm the sync results:

  1. Open the vendor order in ServiceBox.

  2. Click the "Show Links" button in the top-right corner of the screen.

  3. You’ll see two link types:

    • One for the purchase order

    • One for the bill or receipt (from the Received status)

These links confirm which parts of the vendor order have been synced to QuickBooks Online.

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