ServicePal has announced that we plan to connect QuickBooks Online with ServicePal. Once this integration is finalized, your Products/Services will sync from QuickBooks Online to ServicePal.


In the meantime, here's how you can export your products and services from QuickBooks Online, and import them into ServicePal.


1. Sign in to QuickBooks Online from a desktop or laptop computer


2. Click "Reports" from the main menu


3. Type "product" into the reports search field


4. select the Product/Service List: Customized report


5. Click the "Customize" button


6. Click the "Change Columns" button



7. Add the columns shown below to the Selected Columns box. The order in which they appear is not important.



8. When done, click "OK"

9. Click the "Run Report" button


10. Click the "Excel" button


11. Save the Excel spreadsheet on your computer.

12. Open the Excel spreadsheet and follow the instructions in the Importing Items article.