---
title: Syncing Data From ServiceBox to QuickBooks Desktop- Fact Sheet
description: Syncing Data From ServiceBox to QuickBooks Desktop- Fact Sheet
---
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# Syncing Data From ServiceBox to QuickBooks Desktop- Fact Sheet
## A Comprehensive Overview of ServiceBox’s QuickBooks Desktop Integration Capabilities and Limitations
### **Introduction**
ServiceBox is excited to roll out expanded features that enhance how businesses integrate with **QuickBooks Desktop**. This article outlines what’s possible, what’s planned, and the key limitations users should understand when syncing between the two systems.
### **System Requirement**
To enable this functionality, the **ServiceBox connector program must be installed** on the same physical or virtual machine as the QuickBooks Desktop software.
### **Features**
#### **1. Customers**
- **Export customers** from ServiceBox to QuickBooks Desktop
- **Import customers** from QuickBooks Desktop to ServiceBox
- Customer types in QBD can be defined using **customer categories** in ServiceBox
**Limitation:** ServiceBox currently **cannot sync payment terms** at the customer level — this feature is in our backlog.
### **2. Jobsites**
- **Export jobsites** from ServiceBox to QuickBooks Desktop as sub-customers
- **Import sub-customers** from QBD as jobsites in ServiceBox
- The **“Create Ship To Address For Each Jobsite”** feature ensures shipping addresses are properly linked
**Limitation:** Changing a jobsite’s **display name in ServiceBox** will create a new Ship To address in QBD — no workaround currently exists.
### **3. Invoices**
- **Export invoices** from ServiceBox to QBD
- Mark invoices as **paid in ServiceBox** based on full payments in QBD
- Support for linking **ServiceBox Tax Levels** with QBD sales taxes
- Choose whether to use **ServiceBox invoice numbers** or **QuickBooks Desktop invoice numbering**
- **Class codes** from ServiceBox work order categories appear in QBD under "Class."
- Sync **all work orders** or specific ones by category
- **Payment methods** can be mapped to **deposit accounts** in QBD (e.g., cheques to a Chequing account)
**Limitations:**
- **Marking an invoice as Paid** in ServiceBox doesn’t automatically sync the payment to QBD if the payment hasn't been entered manually in the invoice payment section.
- ServiceBox **cannot edit synced invoices** in QBD — delete and re-sync if changes are needed
### **4. Payments**
- **Export payments** from ServiceBox to QBD
- Assign specific invoice statuses when full payment is received in QBD
**Limitation:**
- **Do not enter payment in both platforms** — this will create duplicates
- If payment is recorded in QBD, only the **invoice status** (not the payment record) is synced back to ServiceBox
### **5. Timesheets**
- **Export timesheet data** to QBD
- Link **QuickBooks Payroll Items** with ServiceBox Timesheet Items
- Set up **class codes** within timesheets
### **6. Inventory**
- Inventory usage on ServiceBox invoices will **reduce the quantity on hand** in QBD
- **Item name matching** ensures accurate syncing of inventory line items
**Limitation:**
There is **no direct inventory list sync** yet between ServiceBox and QBD — this is planned for future development.
### **7. Vendors & Vendor Orders**
- **Import and export vendors** between QBD and ServiceBox
- **Export vendor orders** from ServiceBox to QBD
- Create **QuickBooks Bills** when vendor orders are marked as received
**Limitation:**
Once a vendor order is synced to QBD, **ServiceBox cannot modify** the resulting Bill. Alternative workarounds are available.
### **8. Products/Services**
- **Import products/services** from QBD into ServiceBox as non-inventory items
- Match invoice items via **exact name**
- **New ServiceBox items** used on invoices will be created in QBD
- Sync **pricing updates** from QBD to ServiceBox (non-inventory items only)
**Limitation:**
- **Revenue accounts** for new items are created by **category**, not individually
- **Expense accounts** are not set automatically during sync
### **Final Note**
ServiceBox is **not a replacement for your accounting software**. Its QuickBooks Desktop integration is designed to **reduce double entry** and improve workflow accuracy.
### **Sync Transition Policy & Charges**
If you switch **between company files within the same software platform** (e.g., QBD File A to QBD File B), a **nominal unlinking fee** will apply. This prevents errors like matching the wrong customers due to shared internal IDs.
**Note:**
Switching **between different accounting platforms** (e.g., Sage to QBD) does **not** incur charges.
### **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**.
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