Summary
When managing your business finances and customer interactions, ensuring that your customer categories in ServiceBox align with those in QuickBooks Desktop is crucial for seamless operations. This step-by-step guide will walk you through the process of adding and assigning categories in ServiceBox and syncing them with QuickBooks Desktop to resolve issues where customer categories may not pull through correctly.
Verify Category Names
Before you begin, verify that the category names in ServiceBox are identical to those in QuickBooks Desktop. This includes matching case sensitivity and spacing. Even small discrepancies can result in sync issues, so taking a moment to double-check can save time later.
In ServiceBox, you can find Categories on the left-hand menu under Customers.
To view Categories In QuickBooks
- Navigate to Customer Centre.
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Double-click on a customer to open their details.
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Go to the Additional Information tab.
- Note the Customer Type listed there—you can also add new customer types on this screen.
Practical example
In ServiceBox:
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Create a new customer by entering the company name and other required details.
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Assign the correct category—for example, 'Sales Lead'.
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Ensure the spelling and formatting match the QuickBooks category exactly.
Run the Sync
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Open the ServiceBox Connector program.
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Go to the Customer/Jobsite tab.
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Ensure "Attempt to set Customer Type from Category" is checked.
- Click Start Sync.
Confirm in QuickBooks Desktop
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After syncing, return to QuickBooks Desktop.
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Locate the new customer.
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Under the Additional Information tab, you should see the Customer Type set correctly (e.g., 'Sales Lead').
Conclusion
Synchronizing customer categories between ServiceBox and QuickBooks Desktop is a straightforward process that helps keep your records organized and your workflows efficient.
Need Help?
If you encounter any issues or have questions, reach out to our support team via the Help button or email support@jobboxsoft.com.