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I'm here to assist you in successfully syncing Kickserv with QuickBooks Online(QBO), @BevCapeCod.
When you make changes to an item in QuickBooks, the changes will automatically sync with Kirckserv.
To resolve the issue, you can set QuickBooks as the primary software in your Kickserv settings. This should help ensure a seamless integration between the two platforms and prevent any future errors.
To do that:
1. Go to the Settings.
2. Select Integration.
3. Choose QuickBooks.
If the issue persists even after completing the task, I strongly suggest reaching out to Kickserv for assistance or via the chat bubble in the right-hand corner to get in touch with the Customer Success team.
I've included this article to help you adjust the quantity of an item and match it with the actual stock you have: Adjust inventory quantity on hand in QuickBooks Online.
If you have more concerns related to synching in QBO please don't hesitate to reply. I'm here to help. Stay safe!
No, it didn't help. I already have QBO as the primary software. I can sync invoices and I can sync the amount of money due. What won't work is Products and Services. We changed some of the dollar amounts in Products and Services. Those changes will not sync into Kickserv. So we can synch from KS to QB but we can't sync from QB into KS so we have to manually enter every single charge on every customer's invoice right in KS. That's what we need help with
Thanks for reconnecting, @BevCapeCod.
I understand the importance of being able to synchronize changes from QuickBooks to the Kickserv app. Allow me to provide some insights into how data syncing works between these two software solutions.
Upon connecting the Kickserv app to QuickBooks, data from Kickserv is automatically synced to QuickBooks. However, any modifications made within QuickBooks Online (QBO) don't automatically transfer to the Kickserv app. This limitation may stem from integration design constraints, which likely support only one-way data syncing due to technical limitations or framework constraints.
To address this issue, I recommend reaching out to Kickserv app customer support. They can assist in reviewing your settings and configuring your integration setup. Additionally, they can provide detailed information regarding the reasons for these limitations. You can easily reach out to them by visiting the kickserv.com website and clicking on the chat bubble located in the right-hand corner to address your concerns.
After setting up your product and service items, you can use the following resources as references for tracking your sales:
Should you have any further questions regarding syncing changes in your products and services from QuickBooks to Kickserv, please feel free to reach out. I'm here to provide additional explanations if needed.
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