Summary

When managing your business finances and customer interactions, ensuring that your customer categories in ServiceBox align with those in QuickBooks Desktop is crucial for seamless operations. This step-by-step guide will walk you through the process of adding and assigning category in ServiceBox and syncing it with your QuickBooks Desktop to resolve issues with customer categories not pulling through.


Verify Category Names

Before you begin, it's essential to verify that the category names in ServiceBox are identical to those in your QuickBooks Desktop. This includes matching case sensitivity and spacing. Discrepancies in naming conventions can lead to sync errors, so double-checking this can save you time and trouble.


In ServiceBox you can find Categories on the left hand side menu under "Customers"



To view Categories In QuickBooks:

  • Navigate to Customer Centre


 

  • Double click on customer to open a customer to view their details
  • Note the customer type setup in the 'Additional Information' tab. You can Add New customer type on this screen as well




Practical example

In ServiceBox:

  • Create a new customer by entering the company name and other required details.
  • Remember to categorize the new customer correctly. For example, if you're categorizing them as a 'Sales Lead,' ensure it matches the category in QuickBooks Desktop exactly.




Run the Sync

  • Open the ServiceBox Connector program
  • Go to "Customer/Jobsite tab
  • Make sure "Attempt to set Customer Type From Category" is checked off




  • Click on "Start Sync"
  • Confirm Sync Success in QuickBooks Desktop




After the sync is completed:

  • Return to QuickBooks Desktop and locate the new customer.
  • Under the 'Additional Information' tab, you should see that ServiceBox has set the customer category type correctly, e.g., 'Sales Lead.'


By following these steps, you can ensure that your customer categories in ServiceBox and QuickBooks Desktop are consistent, which will help maintain organized records and improve your business workflow.


Conclusion

Synchronizing customer categories between ServiceBox and QuickBooks Desktop is a straightforward process that can greatly benefit your business operations. 


If you encounter any issues or have further questions, do not hesitate to reach out for assistance [email protected]