Summary: This article will walk you through the steps for Importing or Exporting Vendor information between your accounting software and ServiceBox.
Import Vendors from QuickBooks Desktop:
If you have your Vendor information in QuickBooks Desktop, you can now import your vendor list into ServiceBox with one click.
Open the ServiceBox Connector program> Setup> Export from Accounting> Vendors. You may manually select specific companies to transfer over or click "select all" to move them all into ServiceBox at once.
Please note, if you have Vendors marked as Inactive in QuickBooks Desktop, that vendor will not appear in the import list. The system will only move Active Vendors over to ServiceBox as of now.
Export Vendors to QuickBooks Desktop:
If you want to move the vendor information the other direction from ServiceBox to QuickBooks Desktop, Open the ServiceBox Connector program> and click on "Start Sync".
The system will look for all the new Vendor records and present you with a list of what it finds. You may hit "select all" or check specific ones manually for transfer. Either way, complete the transfer by clicking "OK".
Once the sync is complete you can open QuickBooks Desktop> Vendors> and you'll see a new Vendor record has been created in QuickBooks Desktop.
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 .