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Importing from QuickBooks Online - FAQ

Importing Customers and Items from QuickBooks Online into ServiceBox

Summary

Our custom connector allows you to transfer relevant data from QuickBooks Online (QBO) into ServiceBox with just a few clicks. It also supports two-way sync for customer and jobsite information. This guide is especially helpful for new ServiceBox customers who want to import their customer list and items from QBO.

Step 1: Log into Your ServiceBox Site

Navigate to your ServiceBox URL (e.g., xxx.jobboxsoft.com) and log in.

 

Step 2: Access QuickBooks Online Connector

Click your username at the top right corner of the screen. From the dropdown menu, select QuickBooks Online.

⚠️ If you don't see this option, please contact support at support@getservicebox.com

 

Step 3: Begin the Import Process

Click Import from QuickBooks Online.

 

Note: If you see a warning about incomplete settings, go through each tab and make sure everything is configured correctly before proceeding.


 

Step 4: Import Customers

You'll see several import options:

  • Create Contact if Company Name Present – If selected, ServiceBox will create a contact for any imported customer with a company name.

  • Ignore Jobsites – Skips importing jobsite data from QBO.

  • Attention Tokens in Address – Allows you to define terms like “Attn:” that are used in QBO to flag recipient details.

You’ll also see the Start and To fields showing how many customers exist in your QBO account.

Click Import Customers to generate the list. From here:

  1. Click Select All to import everyone.

  2. Uncheck any customers you don’t want to import.

  3. Click OK to finalize the import.

                 

 

Once complete, the Has Been Imported column will update from NO to YES. You can also verify import success by checking the Customer tab in ServiceBox.



 

Step 5: Import Vendors

You’ll also see the Start and To fields showing how many Vendors exist in your QBO account.

Click Import Vendors to generate the list. From here:

  1. Click Select All to import everyone.

  2. Uncheck any vendor you don’t want to import.

  3. Click OK to finalize the import.

Step 6; Import Items

Navigate to the Items tab. You’ll see the total number of QBO items available.

  1. Click Import Items.
       
  2. Select the items you want to import.
  3. At the bottom of the screen, choose a category from the dropdown.
  4. Click the Set Selected To button.
  5. The selected items should now display a category in the second-last column.
  6. Click OK to complete the import.

The import runs in the background and may take a few minutes if there are a large number of items. 

Be sure to assign a Tax Level to any item with blank tax info. ServiceBox treats blanks as non-taxable by default.

The import will run in the background. Large imports may take a few minutes to complete.

Need Help?

If you have any questions or need support, please click the Help button in your ServiceBox account or email us at support@getservicebox.com.