Agent Abe
- Total activity 40
- Last activity
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Activity overview
Latest activity by Agent Abe-
Agent Abe created an article,
Merge jobs
We do not have a function to merge jobs. Only customer records can be merged. Though, you can move data from one job to another and delete the old job. Then, you can change the job number in case y...
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Agent Abe created an article,
1 error prohibited this customer from being saved
Are you seeing the aforementioned error when trying to create a new customer record?This error most commonly occurs when we copy/paste an email address from another source. For some reason, this te...
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Agent Abe created an article,
Duplicate Document Number Error
This error is associated with an old setting applied to your account that forces QB to use the job number as Kickserv. In this case, the number is already in use at QB. You will need to change the ...
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Agent Abe created an article,
Uh Oh! when trying to create a new job
If you are adding a new job for a customer record and keep getting sent to a page that says "Uh Oh" this means there is something wrong with the customer record.Go back to the customer and se...
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Agent Abe created an article,
My sync is stuck!
The sync with Quickbooks can sometimes get stuck or appear to be stuck. See below for more info depending on which version of Quickbooks you are using. Quickbooks Online? Technical...
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Agent Abe created an article,
Invoice wont sync to Quickbooks because of the completed on date?
If you have an error telling you "Completed on can't be blank", this typically means that the completed on date is in fact blank OR it is later than what you have listed for the Invoice date. This ...
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Agent Abe created an article,
There was a problem exporting the parent customer for this invoice
Are you seeing an error that suggests there is an issue with the customer record when syncing? This can sometimes be easily resolved by changing your setting to "Edit contacts in Quickbooks" and ru...
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Agent Abe created an article,
The invoice is locked
Or maybe you are finding that you cannot make edits to your customer records? Once an invoice is synced to Quickbooks, it can't be altered in Kickserv. So, you will have to make your needed changes...
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Agent Abe created a post,
SUBMIT YOUR IDEAS!
Please take the time to visit our Product Board. It's divided into categories so you can see the progress of various features and vote on them. You can also submit new ideas to get them reviewed di...
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Agent Abe created an article,
No events showing on the calendar and other ways to clear your browsers cache
The calendar may occasionally act funny. More so on browsers that collect a lot of cache. The issue we address in this article does not encompass all known "quirks", but these suggestions may resol...