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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@jobboxsoft.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 Items

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

  1. Click Import Items.

  2. In the dialog box, select items manually or click Select All.

 

3. At the bottom, assign a Quote Category to the selected items.

 

4. Click Set Selected To to auto-fill the Quote Category column.
 
It's okay if the Invoice category is blank here because Service box maintains one data base instead of two so system will pick data from quote category for invoice category
5. The selected items should have a category selected in the second last column.
6. Click OK to begin the import.
 

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?
Contact support by clicking the Help button in the bottom-right corner of your screen when logged in or email us at support@jobboxsoft.com.