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Reporting & Admin

ServiceFlow Accounting

Elijah Johnson · Published · Updated · 4 min read
ServiceFlow Accounting is an external bookkeeping portal for advanced accounting workflows beyond basic invoicing, deeper GL, sync hooks, and finance-team tools. The office turns on ServiceFlow Accounting under Settings to Integrations and limits it to Admin and Office Staff. A technician does not get the Accounting menu.
From ServiceFlow, Accounting menu item when enabled (SSO opens new tab) - Direct URL. Enable integration and restrict allowed roles (e.g. Open accounting portal via SSO token from main app Accounting menu. Sync notifications from invoices/payroll webhooks where API ACCOUNTING SERVICE URL is configured (hosting team). Complement QuickBooks Online Sync if you use QBO instead or alongside. Integration enabled in Settings to Integrations. User role in allowed roles list. Accounting service deployed for your environment. Click Accounting in main menu (if visible). Browser opens portal with SSO login token. Work in accounting UI for books, reports, and sync status. Confirm integration enabled and your role is allowed. Confirm business data finished loading after login. External app, not embedded in main ServiceFlow screens. Requires separate deployment and credentials (ACCOUNTING ENCRYPTION KEY, etc.). Not a replacement for CPA review, configuration complexity varies by business. /docs/guides/quickbooks-sync step 4 is Enable (admin).

Overview

ServiceFlow Accounting is an external bookkeeping portal for advanced accounting workflows beyond basic invoicing—deeper GL, sync hooks, and finance-team tools.

How to access

  • From ServiceFlow — Accounting menu item when enabled (SSO opens new tab)
  • Direct URL — production: https://accounting.serviceflow-pro.com (local dev: http://localhost:3011)
Enable under Settings → Integrations → ServiceFlow Accounting with allowed roles.

How do you enable integration and restrict allowed roles (e.g. Admin, Manager, Office Staff)?

Enable integration and restrict allowed roles (e.g. Admin, Manager, Office Staff).
  • Enable integration and restrict allowed roles (e.g. Admin, Manager, Office Staff).
  • Open accounting portal via SSO token from main app Accounting menu.
  • Sync notifications from invoices/payroll webhooks where API ACCOUNTING_SERVICE_URL is configured (hosting team).
  • Complement QuickBooks Online Sync if you use QBO instead or alongside.

Prerequisites

  • Integration enabled in Settings → Integrations.
  • User role in allowed roles list.
  • Accounting service deployed for your environment.

Step-by-step

Enable (admin)

  1. Settings → Integrations → ServiceFlow Accounting.
  2. Enable integration.
  3. Select allowed roles.
  4. Save.

Open portal

  1. Click Accounting in main menu (if visible).
  2. Browser opens portal with SSO login token.
  3. Work in accounting UI for books, reports, and sync status.

If menu missing

  • Confirm integration enabled and your role is allowed.
  • Confirm business data finished loading after login.

Current limitations

  • External app — not embedded in main ServiceFlow screens.
  • Requires separate deployment and credentials (ACCOUNTING_ENCRYPTION_KEY, etc.).
  • Not a replacement for CPA review—configuration complexity varies by business.
  • Feature parity with QuickBooks varies—choose primary system of record deliberately.

Roadmap

  • Deep links from invoice to accounting entry.
  • Unified financial dashboard tile in main app.
  • Automated reconciliation status in invoice list.

Example: books that stay outside the job screen

The office turns on ServiceFlow Accounting under Settings → Integrations and limits it to Admin and Office Staff. A technician does not get the Accounting menu. An allowed user clicks Accounting and a new tab opens through SSO to the accounting host. Production is the accounting subdomain. Local development uses port 3011. The main app does not draw the general ledger inside a job or an invoice.
Invoice and payroll webhooks notify that portal only when the API has ACCOUNTING_SERVICE_URL set. That is a hosting setting, not a checkbox on the job. If the menu is missing, the integration is off or the role is not allowed. Finish loading the business after login before you decide the feature is gone.
This portal is not QuickBooks. You can run QuickBooks sync as well, and you should pick which system is the book of record. It is also not a CPA review. Credentials such as the accounting encryption key belong to the deployment, not in a customer note. Deep links from an invoice into a journal line, a financial tile on the main dashboard, and reconciliation status on the invoice list are roadmap. They are not on the screen.

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