Summary: Service box allows integration with the accounting software. Our custom connector transfers all relevant data from ServiceBox to your accounting software of choice with the push of a button. It also allows two-way synchronization of jobsite and customer info back into ServiceBox. In this article, we will learn how we can configure with QuickBooks Online within ServiceBox.
Step 1: Sign in to your Jobsite site ( xxx.jobboxsoft.com)
Step 2: Navigate to your login name displayed on the top right corner>click on drop down menu and go to QuickBooks Online (If you can't see QuickBooks Online please contact us at [email protected])
Step 3: Click 'Connect to QuickBooks' 
Step 4: As you click on 'Connect to QuickBooks', this will navigate you to your intuit login where you will enter your Login credentials for QuickBooks Online. 
Step 5: As you login, QuickBooks Online will ask you if you wanna share your data with ServiceBox. Click 'Connect'. 
Step 6: You will be navigated back to ServiceBox on this type of page(this is where we will set our settings tab by tab within Service box to match with your QuickBooks Online data)
Step 7: Click on tab 'Sales tax'
*QuickBooks Tax Code for Blank Service Box Tax- If you have a blank tax in ServiceBox system assumes it's a non-taxable item. So, we have to choose a tax code which is tax exempt within QuickBooks Online (list of tax code in the drop down populates from your QuickBooks Online, so it might differ for individual client)
*Link Tax Codes - Tax levels you see on left under Service box i.e.- GST,PST,HST & Tax Exempt comes from your settings tab within ServiceBox where you might have added your tax levels during your initial service box setup meeting (you could also add combination of tax levels to match up with your tax codes in QuickBooks Online if needed)
So, each of the tax level in the box has to match up with the corresponding in the QuickBooks. For example : GST TO GST 
Step 8: Navigate to next tab' Payments'
*Link Payment Methods - Here, we will link individual payment method you take within QuickBooks Online with payment methods added in service box (If you want to add new payment methods > Go to settings> Invoices> Payments>add new payment method>refresh your page> Go to QuickBooks Online settings tab > payments > and you will see that new payment method on this page >link it with corresponding payment method in QuickBooks Online)
So, Select the drop down and link Cash to Cash, Check to Check and so on.
Step 9: Navigate to next tab 'Invoice Accounts'-
*Import Invoices Dated On or After - Here, you would select the date you wanna go live. For example you select November 02,2021 so any invoices in the system before that date will not transfer over to QuickBooks Online. However, you could always come back in here and change this date either to back date or future date.
For new user we usually recommend to enter next week date so they have that time frame to experiment with invoices and work orders within Service box.
*Revenue Account for Overridden Quotes - Within ServiceBox you have this ability to override the price of quote, so you would have to select the account (appearing in the dropdown list) where you would like that to go into when you create the invoice.
Account list appearing in the dropdown may vary from client to client. Which account to select totally depends on client or how their accountant manage their business.
*Expense Account for new Items:
The "Expense Accounts for New Items" setting allows you to specify a expense account that the system will automatically use when creating new items for vendor orders. For example, if you don't assign a specific expense account during the creation of a non-inventory item with a cost, the system will use the default account, similar to how it currently defaults to 'purchases.'
This helps ensure consistency in how expenses are recorded and simplifies the setup process for new items.
*Asset Account for Inventory Items- Select the account from the drop down menu, where you would like to keep record when you purchase an inventory items. Most companies use either 'Inventory' or 'Inventory asset'.
Even though some clients might not be using inventory module within ServiceBox, we usually recommend them to fill this out here.
*Expense Account For Inventory Items- The cost of the inventory becomes an expense when a business earns a revenue by selling it's products/services to the customer. So you would have to choose the account where you would like to show the cost of the inventory items as expenses. Example-most companies put into 'Cost of goods sold'.
*Revenue Account for Inventory Items- You would have to select the account to put into when a company receives cash or claim to cash for the sale or use of it's assets. Which account to select totally depends on client or how their accountant manage their business.
*Receivable Account for Invoices - Select Accounts receivable (A/R)
*Link Revenue Accounts - So, each of these item categories needs to be matched to an account. For example Labour categories- Some companies link it to sales ,Services or Labour this totally depends upon how you manage your accounts for your business.
Invoice Categories and Quote Categories revenue accounts for individual item category should be same. For example if you link Labour on left to sales, it has to be linked to sales for Quote categories as well (on right).
Step 10: Navigate to next tab 'Timesheets'-
By configuring this settings you will be able to import in Timesheet data from ServiceBox and add them into the QuickBooks Online Timesheet.
Check off where it says 'Export Time Data' if you would like to configure settings for timesheets and leave it uncheck if you don't want to sync your timesheets. 
After checking off the checkbox, You would have to fill in the date from when you would like to start importing timesheets into QuickBooks Online from Service box.
Next would be to link the user within ServiceBox with the corresponding User/Employee in QuickBooks Online.
If you add a new user in Service box you would have to come on this page and link it with QuickBooks Online employee name for that user's timesheet to be reflected in your QuickBooks Online.
Step 11: Import Export Settings-
*Export customers with Invoices only - If checked off, this means connector will only move the customer from service box to QuickBooks Online when there is an invoice associated with that customer ( Invoice needs to be right status i.e. either in Submitted or Paid).So, you could have as many new customers in ServiceBox as you want until the invoice is present and in the right status that information will stay in Service box.
*Preserve Customer name in accounting for existing Customers- If unchecked, it means if you make any changes on customer name within service box it will reflect that change in you QuickBooks Online as well, If checked off it means your customer name in QuickBooks Online will be preserved regardless of the changes done within Service box.
*Use Jobsite Address for Invoice to - If checked off, System will use your jobsite address as Bill to address for that customer. Leave it unchecked if you have multiple jobsites and their is a main Billing address for the customer.
*Use Service box Invoice Number- If checked off, your service box invoice numbers will appear same in your QuickBooks Online invoices as well.
*Add Service box Invoice Number to Memo- Some companies prefer to continue with their invoice numbers within QuickBooks Online, if they choose to use their own invoice numbers then we suggest to check this off because then it will reflect service box invoice number in the memo field within their QuickBooks Online, this will make it easy for client to find that invoice within service box .
If you are using service box invoice number leave this checkbox unchecked.
*Add ServiceBox Invoice Note- If checked off, it means your invoice notes within ServiceBox will also move over to your QuickBooks Online.
*String to Split Item name and description-
In QuickBooks they usually have an item number and a description in separate columns. However, in service box we can bind those so you can have item number -(divider) description. Since, -(dash) is a special character in QuickBooks, what you would do here is put a space - space. So now if we move an item from QuickBooks to service box it will put that dash or divider in and vice versa. 
Once you have completed all these settings tab, you will see other tabs : Export to QuickBooks Online and Import to QuickBooks Online, If you would like to learn how to import or export read our other article.
This should help with your setup and configuration of QuickBooks Online, if you have any questions please reach out to the support team by sending a message through the feedback button.