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QuickBooks Online - Import Materials from QuickBooks Online

How to import and categorize items from QuickBooks Online into ServiceBox using the item import tool.

To import items from QuickBooks Online, it’s best to first set up a delimiter to separate the item code from the description.
 
 
Then go to the Import from QuickBooks Online tab, select the Items sub-tab, and click Import Items.
 
 

To import the items follow the instructions 

  1. Select the items you want to import.

  2. At the bottom of the screen, choose a category from the dropdown.

  3. Click the Set Selected To button.

  4. The selected items should now display a category in the second-last column.

  5. 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.
 
 
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.