---
title: Importing from QuickBooks Online - FAQ
description: Importing from QuickBooks Online - FAQ
---

[Skip to content](https://learn.getservicebox.com/importing-from-quickbooks-online-faq#main-content)

English

Show submenu for translations

[![ServiceBox Workmark OrangeGradient](https://learn.getservicebox.com/hs-fs/hubfs/ServiceBox%20Workmark%20OrangeGradient.png?width=225&height=57&name=ServiceBox%20Workmark%20OrangeGradient.png)](https://learn.getservicebox.com/knowledge-base?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations

 How can we help you?

- There are no suggestions because the search field is empty.

1. [ServiceBox Support Knowledge Base](https://learn.getservicebox.com/?hsLang=en)
2. [QuickBooks Online](https://learn.getservicebox.com/quickbooks-online?hsLang=en)
3. [FAQ](https://learn.getservicebox.com/quickbooks-online?hsLang=en#faq)

# 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**.

![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Aug-11-2026-10-22-27-7180-PM.png?width=670&height=328&name=image-png-Aug-11-2026-10-22-27-7180-PM.png) 

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

[![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Aug-11-2026-10-20-08-6116-PM.png?width=670&height=68&name=image-png-Aug-11-2026-10-20-08-6116-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19083734517/original/2pyRvO52-K6znNzCPZhySzsSpfBqqNTeRA.png?1635884659)

 

### 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.

                  ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Aug-11-2026-10-26-25-9048-PM.png?width=521&height=343&name=image-png-Aug-11-2026-10-26-25-9048-PM.png)<https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19083735380/original/9feMl-wOo8xgbHkTXLbaR4xFuKb-GycoDw.png?1635886094>

 

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.

[![](https://learn.getservicebox.com/hs-fs/hubfs/undefined-Aug-11-2026-10-28-23-0189-PM.png?width=519&height=609&name=undefined-Aug-11-2026-10-28-23-0189-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19083735403/original/K-w7p9l_BT50OO5L8sSIj8b9fgIWWX6-iQ.png?1635886153)

 

### 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:

### ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Aug-11-2026-10-45-01-4689-PM.png?width=670&height=231&name=image-png-Aug-11-2026-10-45-01-4689-PM.png)

1. Click **Select All** to import everyone.
2. Uncheck any vendor you don’t want to import.
3. Click **OK** to finalize the import.

### ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Aug-11-2026-10-43-44-1419-PM.png?width=523&height=607&name=image-png-Aug-11-2026-10-43-44-1419-PM.png)

### Step 6; Import Items

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

1. Click **Import Items**.  
    ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jun-24-2026-09-50-05-3406-PM.png?width=648&height=266&name=image-png-Jun-24-2026-09-50-05-3406-PM.png)
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.

![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jun-24-2026-09-51-59-3295-PM.png?width=562&height=479&name=image-png-Jun-24-2026-09-51-59-3295-PM.png)

<https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19122689589/original/x8b2FVLPMCcAmum5x7yawxt5mAMSv3QFiA.png?1707282568>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**.

- [Video Learning](https://learn.getservicebox.com/video-learning?hsLang=en#main-content)

    - [Accounting Integrations](https://learn.getservicebox.com/video-learning?hsLang=en#accounting-integrations)
- [FAQs](https://learn.getservicebox.com/faqs?hsLang=en)
- [Getting started](https://learn.getservicebox.com/getting-started?hsLang=en#main-content)

    - [User Guides](https://learn.getservicebox.com/getting-started?hsLang=en#user-guides)
- [ServiceBox Mobile](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#getting-started)
    - [User Guide Technician](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#user-guide-technician)
    - [User Guide Admin](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#user-guide-admin)
    - [FAQ](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#faq)
    - [New Release](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#new-release)
- [Invoices](https://learn.getservicebox.com/invoices?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/invoices?hsLang=en#getting-started)
    - [Advanced Functionality](https://learn.getservicebox.com/invoices?hsLang=en#advanced-functionality)
    - [User Guide](https://learn.getservicebox.com/invoices?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/invoices?hsLang=en#faq)
- [Quotes](https://learn.getservicebox.com/quotes?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/quotes?hsLang=en#getting-started)
    - [User Guide](https://learn.getservicebox.com/quotes?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/quotes?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/quotes?hsLang=en#faq)
- [Work Orders](https://learn.getservicebox.com/work-orders?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/work-orders?hsLang=en#getting-started)
    - [User Guide](https://learn.getservicebox.com/work-orders?hsLang=en#user-guide)
    - [Advanced Functionalities](https://learn.getservicebox.com/work-orders?hsLang=en#advanced-functionalities)
    - [Work Order - FAQ](https://learn.getservicebox.com/work-orders?hsLang=en#work-order-faq)
- [Job Sites](https://learn.getservicebox.com/job-sites?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/job-sites?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/job-sites?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/job-sites?hsLang=en#faq)
- [Recurring Work](https://learn.getservicebox.com/recurring-work?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/recurring-work?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/recurring-work?hsLang=en#faq)
- [Scheduler](https://learn.getservicebox.com/scheduler?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/scheduler?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/scheduler?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/scheduler?hsLang=en#faq)
- [Timesheets](https://learn.getservicebox.com/timesheets?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/timesheets?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/timesheets?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/timesheets?hsLang=en#faq)
- [Inventory](https://learn.getservicebox.com/inventory?hsLang=en#main-content)

    - [User Guides](https://learn.getservicebox.com/inventory?hsLang=en#user-guides)
    - [FAQ](https://learn.getservicebox.com/inventory?hsLang=en#faq)
- [Vendor Orders](https://learn.getservicebox.com/vendor-orders?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/vendor-orders?hsLang=en#getting-started)
    - [Advanced Functionality](https://learn.getservicebox.com/vendor-orders?hsLang=en#advanced-functionality)
    - [User Guide](https://learn.getservicebox.com/vendor-orders?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/vendor-orders?hsLang=en#faq)
- [Reporting](https://learn.getservicebox.com/reporting?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/reporting?hsLang=en#getting-started)
    - [FAQ](https://learn.getservicebox.com/reporting?hsLang=en#faq)
    - [User Guide](https://learn.getservicebox.com/reporting?hsLang=en#user-guide)
- [Integrations](https://learn.getservicebox.com/integrations?hsLang=en#main-content)

    - [Accounting Connector](https://learn.getservicebox.com/integrations?hsLang=en#accounting-connector)
    - [ServiceBox Payments](https://learn.getservicebox.com/integrations?hsLang=en#servicebox-payments)
- [Product Updates](https://learn.getservicebox.com/product-updates?hsLang=en)
- [Data Services](https://learn.getservicebox.com/data-services?hsLang=en#main-content)

    - [FAQ](https://learn.getservicebox.com/data-services?hsLang=en#faq)
- [QuickBooks Desktop](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#user-guide)
    - [Getting Started](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#getting-started)
    - [FAQ](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#faq)
- [QuickBooks Online](https://learn.getservicebox.com/quickbooks-online?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/quickbooks-online?hsLang=en#getting-started)
    - [User Guide](https://learn.getservicebox.com/quickbooks-online?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/quickbooks-online?hsLang=en#faq)
- [Printing](https://learn.getservicebox.com/printing?hsLang=en)
- [Sage 50 (Canada)](https://learn.getservicebox.com/sage-50-canada?hsLang=en#main-content)

    - [Configuration](https://learn.getservicebox.com/sage-50-canada?hsLang=en#configuration)
    - [FAQ](https://learn.getservicebox.com/sage-50-canada?hsLang=en#faq)
    - [User Guide](https://learn.getservicebox.com/sage-50-canada?hsLang=en#user-guide)
- [First Steps for ServiceBox Users](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#faq)
- [Configuring Your ServiceBox Site](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#getting-started)
    - [User Guides](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#user-guides)
    - [FAQ](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#faq)
    - [Advanced Functionality](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#advanced-functionality)
- [Customer](https://learn.getservicebox.com/customer?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/customer?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/customer?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/customer?hsLang=en#faq)
- [Notes](https://learn.getservicebox.com/notes?hsLang=en)
- [To Dos](https://learn.getservicebox.com/to-dos?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/to-dos?hsLang=en#getting-started)
    - [To Dos - User Guide](https://learn.getservicebox.com/to-dos?hsLang=en#to-dos-user-guide)
- [Vendor](https://learn.getservicebox.com/vendor?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/vendor?hsLang=en#user-guide)

[![sblogo-whiteandtransparent120x30\[8666\]](https://learn.getservicebox.com/hs-fs/hubfs/sblogo-whiteandtransparent120x30%5B8666%5D.png?width=120&height=30&name=sblogo-whiteandtransparent120x30%5B8666%5D.png "sblogo-whiteandtransparent120x30[8666]")](https://learn.getservicebox.com/knowledge-base?hsLang=en)

 

<https://www.facebook.com/getservicebox/> <https://x.com/getservicebox> <https://www.instagram.com/getservicebox/?hl=en> <https://www.youtube.com/@JobboxSoftware> <https://www.linkedin.com/company/getservicebox/>

Copyright © 2026