---
title: QuickBooks Desktop or Sage - Accounting Connector - Is there a recommended way to use the connector?
description: QuickBooks Desktop or Sage -Accounting Connector - Is there a recommended way to use the connector?
---
[Skip to content](https://learn.getservicebox.com/quickbooks-desktop-or-sage-accounting-connector-is-there-a-recommended-way-to-use-the-connector#main-content)
English
Show submenu for translations
[](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. [Integrations](https://learn.getservicebox.com/integrations?hsLang=en)
3. [Accounting Connector](https://learn.getservicebox.com/integrations?hsLang=en#accounting-connector)
# QuickBooks Desktop or Sage - Accounting Connector - Is there a recommended way to use the connector?
## For best results, run the connector daily and manage customer data in ServiceBox as your source of truth. Use sync settings and preview options to maintain control over what data is imported into your accounting software.
#### **Is there a recommended way to use the connector?**
The accounting connector for ServiceBox was written to allow two ways of synchronization between your accounting file and ServiceBox of customers and if using QuickBooks, job sites. However, we recommend that customer data be maintained in ServiceBox and updates synced down to your accounting file. This will prevent issues with changes being done in both systems and potentially being overwritten during the sync process. In the settings screen, you can turn off the sync of customers from accounting to Service|Box by un-checking the 'Add/Update customers from accounting to ServiceBox' checkbox in the Export Settings tab of the settings dialog.
If you are new to ServiceBox, a great way to get started is to upload your customer information from your accounting file into the system. You can turn on the setting discussed in the previous paragraph temporarily so that customers will upload into ServiceBox and then turn it off, maintaining customer information in ServiceBox and syncing it with accounting.
If you are new to using the accounting connector or just want to have a little more control over what gets into your accounting system, we recommend that you turn on the 'Preview customer actions before importing into accounting'. This will give you a preview screen before any customers or job sites are imported into your accounting system, allowing you to see what is about to happen and choose which actions you would like to happen.
#### **You can run the connector as often as you like, we recommend at least once a day either in the morning or last thing at night.**
**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)
Copyright © 2026