Overview - Chapter Four

Now that you know how to create and view jobs on the web and mobile version of ServiceBridge, you can complete accounting tasks, such as invoicing work orders, processing payments, and so forth.

Because of our two-way sync with QuickBooks Online, ServiceBridge customers can complete an entire workflow—from creating a customer to receiving a payment—without ever having to do data re-entry. However, to take advantage of accounting services, users must sign up with QuickBooks Online.  

In this chapter, you will learn to:

  • Connect ServiceBridge to QuickBooks Online
  • Invoice a work order
  • Apply payments to a work order
  • Refund payments

This chapter is geared toward an administrator or customer service representative working on the web version of ServiceBridge.

Read on to learn how to Sync ServiceBridge with QuickBooks Online

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