Quickbooks syncing issues

Question

When jobber syncs a client and then subsequent invoices and payments to Quickbooks, Jobber only syncs client information. It does not sync job names/numbers or projects. I am manually creating sub-customers in Quickbooks when a client has multiple jobs (or has had a past job) and then moving all the invoices and payments jobber has synced to the sub-customer or project. This causes a lot of headaches and extra time spent. Would jobber consider syncing to clients and then specific jobs instead? Our old platform let us 1. create a new QB customer OR link to an existing one, and 2. create a job or subcustomer. It then would sync all transactions to the specific job or subcustomer.

amantiadigital · Answer

When you move a paid invoice, quickbooks only asks if you're sure because it's linked to other transactions. Once saved, the payment comes off. You move that too and apply it to the invoice again under the sub customer. we have worked out how to do these steps automatically once the invoice is paid. It reads the job from jobber, creates the sub customer if needed, moves both, applies the payment again, and lists anything it couldn't move. I can walk you through it on a quick screen share using a test company.

travisshepherd · Answer

You are hitting a hard limitation with how Jobber’s QuickBooks Online integration is built.

Jobber’s sync engine maps Client to QBO Customer. It does not sync to QBO Projects, nor does it turn individual Jobs into QBO Sub-Customers.

Jobber will sync multiple Properties under a client as QBO Sub-Customers (Client Name : Property Address), but it cannot isolate individual job numbers or work orders as their own QBO Sub-Customers or Projects. Any invoice synced over lands on the main Client or Property profile in QBO, which forces you to manually move those transactions if you rely on QBO Projects for tracking.

Jobber built the sync this way because they expect you to track job costing and profitability inside Jobber's internal reports, while using QBO strictly as a general ledger for overall income, expenses, and taxes.

If your accounting workflow requires tracking individual jobs inside QBO Projects, you really only have three choices right now. First, you can continue manually reassigning invoices and payments to Projects inside QBO after they sync over. Second, you can shift your job costing and project reporting over to Jobber’s built-in reports, letting QBO just hold the high-level financial data. Third, you can go to Settings, then Give Feedback in Jobber and submit a feature request for QBO Project Mapping.

Bottom line: Jobber handles Properties as Sub-Customers, but it will not map individual Jobs to QBO Projects. Until Jobber updates their sync architecture, there is no automatic native way around the manual work inside QBO.

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Quickbooks syncing issues

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