North America’s top service software connects seamlessly with QuickBooks Online, to eliminate the need for manual data entry and free up your time for other things. ServiceBox is a “top to bottom” field management software that allows you to run all aspects of your business from the office, home or jobsite: Quotes, work orders, invoices, scheduling, dispatching, recurring maintenance contracts, inventory and so much more. Our connection with QuickBooks allows full cooperation, including:
*QuickBooks Online customers who are new to ServiceBox can upload their customer, jobsite and material items from QuickBooks to ServiceBox for easy set-up.
*Material items that can be imported from QuickBooks Online to ServiceBox can include inventory and non inventory items.
*Customize your ServiceBox to QuickBooks Online Connector to define where your data goes. Sync ServiceBox categories with Revenue Accounts so your accounting data remains consistent with how you do business.
* Link ServiceBox taxes to QuickBooks Online taxes so your tax information is correctly applied to your QuickBooks Online Invoices.
*During the Sync to QuickBooks Online the accounting connector will locate new customers and job sites and import them seamlessly into QuickBooks Online.
*Invoices are imported into QuickBooks and can be marked as paid at a later date so you can still see which invoices need to be paid. Either manage that info from ServiceBox or from QuickBooks Online.
*Sync your Payments to QuickBooks as well, so that every payment taken in ServiceBox transfers automatically to Quickbooks Online.
*Changes you make to your ServiceBox customer and job site info update automatically in QuickBooks every time you sync.
*For those customers that want to update payment information inside of QuickBooks, payments taken in QuickBooks automatically change the invoice statuses in your ServiceBox invoices once you sync.
*Manual data entry is no longer necessary. Saves LOADS of time.
*ServiceBox also connects seamlessly with QuickBooks Desktop.