Vendors- Accounting Sync with QuickBooks Online
This article will walk you through the steps for importing or exporting vendor (supplier) information between your QuickBooks Online account and ServiceBox.
Import Vendors from QuickBooks Online into ServiceBox
If you already have your Suppliers (Vendors) set up in QuickBooks Online, you can import that list directly into ServiceBox:
-
Go to the username menu in ServiceBox.
-
Click the dropdown and go to:
QuickBooks Online > Import from QuickBooks Online > Vendor > Import Vendors. -
Click Select All to import the entire list (or manually select individual vendors).
-
Click OK.
-
Note: Only active suppliers will be imported. Inactive suppliers in QuickBooks Online will not appear.
Export Vendors from ServiceBox to QuickBooks Online
If you want to push vendor data from ServiceBox to QuickBooks Online:
-
Go to the username menu in ServiceBox.
-
Click the dropdown and navigate to:
QuickBooks Online > Export to QuickBooks Online. -
Click the Go button.
-
A list of all new vendor records will appear.
-
You may Select All or manually check specific vendors.
-
-
Click Continue to complete the sync.
6. Open your QuickBooks Online company file, go to Get Paid & Pay > Supplier, and you’ll see the newly added vendor records.
If
Need Help?
If you have any questions, please reach out to the support team by sending a message through your Help button or emailing us at support@jobboxsoft.com.