Frequently Asked Questions (FAQs)

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

Pete McKesson avatar Jonathan Vaught avatar Abe Kotara avatar +2
67 articles in this collection
Written by Pete McKesson, Jonathan Vaught, Abe Kotara and 2 others

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

Color-Coding Calendar Events

Make your Calendar easier to manage by designating colors for your events
Perla Ureña avatar
Written by Perla Ureña
Updated over a week ago

Primary Contacts

Displaying alternate contact information on the Customer Record
Perla Ureña avatar
Written by Perla Ureña
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

How many team members can I have?

Get more users and more features too!
Perla Ureña avatar
Written by Perla Ureña
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

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

How do I collect down payments, in-progress payments, or phased payments?

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

How the Google calendar sync works

Keep your events in just one calendar
Perla Ureña avatar
Written by Perla Ureña
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

Upload attachments to job or customer records

Add videos, photos or text files to a job/customer record.
Perla Ureña avatar
Written by Perla Ureña
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

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 to use Sources

Identify where your clients are finding you and strengthen your marketing
Perla Ureña avatar
Written by Perla Ureña
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

User having issues accessing features?

Check the Employee Permissions
Abe Kotara avatar
Written by Abe Kotara
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

How to manage tech expenses

Register the expenses while on a job
Perla Ureña avatar
Written by Perla Ureña
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

What does the Start Job button do?

Have your field technicians click on the Start Job button to register when and where they started a job.
Perla Ureña avatar
Written by Perla Ureña
Updated over a week ago

Changing an event's time on the calendar

Easily modify the time and date of an event on the calendar.
Perla Ureña avatar
Written by Perla Ureña
Updated over a week ago

Two-way Customer communication emails

Email your customer from inside Kickserv's messages
Perla Ureña avatar
Written by Perla Ureña
Updated over a week ago
Quickbooks Sync errors and warning messages

QuickBooks payment method error

Error in QuickBooks Desktop: add a payment method
Perla Ureña avatar
Written by Perla Ureña
Updated over a week ago

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

QuickBooks Online import job error

Error importing job from QuickBooks: Customer must exist, Choose a Contact
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago
Quickbooks Sync

Connect to QuickBooks® Desktop

Integrating with Quickbooks on your desktop and hosted by your Quickbooks vendor
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

QuickBooks® Online Sync Fields Map

How is Kickserv data mapped to QuickBooks
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Are your QuickBooks customer and job updates not syncing to Kickserv?

You can trigger the sync to acknowledge changes with small edits.
Abe Kotara avatar
Written by Abe Kotara
Updated over a week ago

Updated terms not showing on an Invoice or an Estimate

If your job or opportunity was created prior to the update, that's probably the reason.
Abe Kotara avatar
Written by Abe Kotara
Updated over a week ago

How to change your Master Admin email in QBOE

The details of integrating with Kickserv after a Master Admin email change in QuickBooks Online
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How do I correct a Quickbooks Online sync issue?

First steps to correct any Quickbooks Online (QBOE) sync problems
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How do I connect to QuickBooks® Online?

Getting set up to sync your accounting data with QuickBooks™ Online (QBOE)
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How to update Ship To address from Quickbooks desktop to service address

Changing the address of the customer so it updates your Kickserv account correctly
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

How do I give a refund with QuickBooks or Xero?

If you sync with QuickBooks or Xero, here's how to manage refunds with Kickserv
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Syncing QBOE - There was a problem exporting the parent customer for this invoice.

how to resolve duplicate parent record names using Quickbooks Online (QBOE)
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago

Track invoices in QuickBooks Desktop from Kickserv

Locating invoices in QuickBooks Desktop quickly and easily
Perla Ureña avatar
Written by Perla Ureña
Updated over a week ago

Can I edit customers after they have been synced with QuickBooks?

How to unlock and edit synced customers in Kickserv
Perla Ureña avatar
Written by Perla Ureña
Updated over a week ago

How do I sync with Right Networks?

I have Quickbooks Desktop and want Right Networks to host my company file.
Pete McKesson avatar
Written by Pete McKesson
Updated over a week ago