Accounting integrations for field service software
Keep customer, job-site, field, purchasing and billing work in ServiceBox, then move supported accounting records into QuickBooks Online, QuickBooks Desktop or Sage 50 Canada through a guided, tested setup.
Choose your accounting system
Choose the system that matches your accounting environment to review supported records, business outcomes, setup requirements and limitations.
For growing contractors that want a cloud accounting workflow and a controlled handoff from completed field work into bookkeeping.
For established contractors with a dependable desktop accounting process and stronger commercial service workflow needs.
For Canadian contractors that want Sage 50 to remain the financial authority while improving field execution and invoice preparation.
The business value
A clean financial transaction depends on the field and office completing the operational record first.
Capture time, materials, notes, forms and job-site context while the details are fresh.
Give billing a controlled checkpoint for customer, tax, item, payment and purchasing detail.
Keep each commercial site and its service history useful to operations.
Define ownership and correction procedures before duplicates reach the books.
Validated by ServiceBox customers
“I love that everything is in one location & we've gone completely paperless.”
“It has proven easy for our Technicians and Admin team to utilize and our Customers get a great end product too.”
ServiceBox is easy to use, highly configurable and supported by a friendly team that continues to check in.
Capterra and Software Advice share a Gartner Digital Markets review pool, so their review counts are not combined. Summarized reviews are clearly labelled.
A guided connection
Onboarding helps prepare the data, configure mappings and test representative transactions with the people responsible for operations and accounting.
No generic product tour
Bring your customer structure, a representative invoice and the accounting exceptions that create work today.