Heres the problem:
We send a quote out, it requires a 25% deposit.
Jobber collects the deposit, quickbooks registers the payment, but with NO invoice # since an invoice has not been completed.
Once the job is complete, an invoice is issues. The data is not matching and recording properly in quickbooks.
How do I make quickbooks work efficiently with jobber while using deposits with my customers?
I've had some HUGE issues with the sync.
My Accountant just reached out with a massive list, which now turns into a 3-4 hour job to tear apart each client/job to figure out what went wrong. I'm not impressed, to say the least. If this is the case, I will not invoice from Jobber if this is going to be the ongoing issue. Then makes me question using the software as its a huge part of CRM>JOB function>Invoicing.
> Sync issues> No invoice to reference? between Jobber/QBO
> Sync issues> deposit amount not being recorded due to syncing a ghost invoice, or errors.
The majority of them are deposit issues. Entered in under the quote, receiving the deposit.
Jobbers' invoicing system needs some serious work. Especially if you've invoiced jobs from QBO. then come to Jobber for it there is no comparison.
The constant sync issues have caused a huge mess on QBO books, backdating to February.
I'm even having issues with the deposit being recorded or payments being recorded, and somehow the client ends up with credit.
I saw post on the Jobber FB group.
There are definitely some sync issues that I feel are easily solvable but it’s up to Jobber and Quickbooks to work it out.
I found a different issue which we found a work around. Here is what I posted in that group.
I worked with my CSM at Jobber. While Jobber Payments (Stripe) doesn’t deposit the total amount of the invoice, we found that the invoice is zero’d out and the fee is recognized on your P&L statements.
I provided feedback and would love for this to be 1:1 like QuickBooks Payments. For example: if you invoice and get paid $500 your deposit it $500. In addition to the deposit, the processing fee is then deducted as a separate transaction which makes it easier to identify
I saw an all-call go out for your help on your question. I am still learning Quickbooks myself, and will do my best to answer your question.
When you make the customer card, you can sync it over to Quickbooks so you don't have to do double entry. Search the client on Quickbooks, then on the top right of their card, there's a green button "New Transaction". Click receive payment, and enter the deposit amount you've collected. That will create something to match to the bank statement.
Of course when you collect deposits with Jobber payments, Jobber takes their cut. On the bank transactions page, click on the deposited money, match it to the received payment you've created, fill in the full amount , then at the bottom you'll need to resolve the difference. The difference is Jobber's fee. I have an account set up in my chart of accounts to track Jobber's fees.
Then the deposit is matched to their account and can be later applied against the generated invoice once you move it to Quickbooks.
There may be a better way to do this, so I'll let others chime in on that.
