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How can I sync ServeManager invoice number with QuickBooks Online?

  • 10 June 2024
  • 1 reply
  • 14 views

How do I get the invoice number generated in ServeManager to generate the same invoice number in QuickBooks Online?

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1 reply

ken.a
Userlevel 7
Badge +6

Hi there @SpencerM,

Welcome to the Community! 🎉

I’m not really familiar with ServeManager and it doesn’t look like the “Invoice Number” trigger returns the Invoice Number. However, it looks like trigger returns the Invoice ID, Job ID, and the servemanager_job_number. Do the Invoice ID, Job ID, and servemanager_job_number have the same Invoice number generated in ServeManager?

You may want to map one of those data to your QuickBooks Online step's “Invoice Number” field.

I'll be keeping an eye out for your response!

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