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How to Fix the "Item Name Material is Set up in QuickBooks as Category" Error

Resolve the “item name is set up as a category” error when syncing invoices from ServiceBox to QuickBooks.

How to Fix the "Item Name Material is Set up in QuickBooks as Category" Error

If you're encountering the error:

"Item name material is set up in QuickBooks as category and cannot be used in a line item,"

it means the item you're trying to sync is labeled as a category in QuickBooks, which can't be used as a line item. You can resolve this issue with a small adjustment in either QuickBooks or ServiceBox.

 

 

Step 1: Rename the Item in ServiceBox

  1. In ServiceBox, go to Settings > Quote Items.

  2. Locate the line item that's causing the error (e.g., "Materials").

  3. Edit the name to something different—like "Supplies" or "Equipment".

  4. Try resyncing ServiceBox with your accounting software (QuickBooks Desktop or Online).

  5. If the error disappears, the issue is resolved.

 

Step 2: Rename the Category in QuickBooks (If Needed)

If the error persists:

  1. Log in to QuickBooks.

  2. Go to the Lists menu and select Chart of Accounts.

  3. Locate the category that's causing the error (e.g., "Materials").
       > Note: "Materials" is a common example—your category name may vary.

  4. Edit the name to something slightly different, like "Raw Materials" or "Building Materials".

  5. Resync your QuickBooks account with ServiceBox again.

By following these steps, you should be able to clear the error and continue invoicing without issues. If the problem continues, contact support@jobboxsoft.com for further help.