Frequently Asked Questions (FAQs)

Need an answer? Chances are you'll find it here.

Pete McKesson avatar Jonathan Vaught avatar Chris Lott avatar +1
52 articles in this collection
Written by Pete McKesson, Jonathan Vaught, Chris Lott and 1 other

Kickserv Referral Partner Program

We love referrals and we're willing to pay you for them!
Kyle Barlow avatar
Written by Kyle Barlow
Updated over a week ago

How to show my additional notes on an invoice?

Share conversation and work notes from the job with the customer
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Why are my Kickserv events missing from Google Calendar?

You may need to reconnect Kickserv and Google
Jonathan Vaught avatar
Written by Jonathan Vaught
Updated over a week ago

Hide employees on the resources page

Can I filter out certain employees from the resources calendar?
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How can I calculate my profitability?

Using job expenses and reporting to track your costs and profit
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Can I create in-progress or phased payments?

How to request and collect payments for various stages of a project
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How to find resolution to QuickBooks errors

How to locate instructions to resolving your Quickbooks sync error
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Resolving common login issues (Mobile app)

Logging into the mobile app on your phone
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How does the aging report work

Why don't all my invoices calculate in the aging report?
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Weekly repeat scheduling and invoicing

How to manage a weekly repeating job and invoice from Kickserv
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How to start a Sync within my Quickbooks Desktop account?

Run the web connector to sync Kickserv with your QuickBooks company file
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How to locate your account id or sub-domain name

What is your account id or subdomain name for the mobile app?
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Why do I get notified of bounced emails?

How to know if your estimate or invoice didn't reach its destination
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Installing iCal with Outlook or another 3rd party email

Not all email systems accept iCal
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How do taxes work in the U.S.

Calculating taxes on a job
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How can I change the owner of my Kickserv account?

Avoid billing and communication issues that could arise later
Chris Lott avatar
Written by Chris Lott
Updated over a week ago

What if I receive the "Ah, nuts" error page when trying to login?

Here's how to ninja the heck out of that error.
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How do I add, change, or resize my company logo?

Kickserv appears to not let me upload a new logo and continues to use the old one instead
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Can I schedule a repeating non-work event?

How to block off a regular time on the calendar that's unavailable for job scheduling
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Can I pause my Kickserv account or put it on hold?

Do you have a seasonal business? Need to take a break to reorganize? We've got you covered
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How do I update my credit card or billing address?

Changing your payment information is easy
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Can I view my Kickserv calendar on a phone or tablet?

There's an app for that!
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

I got an unpaid account notice and the account owner is not available. What should I do?

How to get your Kickserv subscription back up and running
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Can Kickserv accept deposits?

Receiving deposits and down payments for work in progress is simple
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

I have duplicate contacts. Is there a way to merge or combine them?

Merging customers is simple, but use caution
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

I'm canceling my account. Can I have a refund?

Kickserv's subscription refund policy
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How can my customers book service online?

Taking work requests with the Kickserv Customer Center
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Can I view my Kickserv appointments in Google Calendar?

Setting up Google Calendar integration
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Working with Invoices, Estimates, and Xero

Sync invoices, new charges items, as well as estimates using Xero.
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Resolving common login issues (Website)

Forgot username or password
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago
Quickbooks Sync errors and warning messages

Resolving Quickbooks Desktop web connector sync errors

Quickbooks webconnector errors happen during the sync process. The QB errors can be about payments, customers, invoices or items
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

QBWC1041 or QBWC1042: SendRequestXML failed due to error

Quickbooks webconnector XML error
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Object "XXXXXXX-XXXXXXXX" specified in the request cannot be found

This error is typically a payment problem
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Syncing with QuickBooks error object ID is invalid

How to correct this object id invalid and others QBD sync errors
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

invalid reference to QuickBooks PaymentMethod "Credit Card (Online)" in the ReceivePayment

How to resolve Quickbooks payment sync errors
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Application error syncing account with QuickBooks: PG::NotNullViolation: ERROR: null value in column "customer_id" violates not-null constraint

When you get duplicate additional contacts this happens. How to locate.
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

What is a QuickBooks ReceivePayment error and how do I make it go away?

There is an invalid reference to QuickBooks PaymentMethod "Credit Card (Online)" in the SalesReceipt
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

QuickBooks Desktop sync mapping

How Kickserv and QBD sync data between the two applications
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago