My advice is always this (I've had this convo with people 1000 times lol)
- QUICKBOOKS IS FOR BOOKEEPERS NOT YOU! I don't even have a log in for my own quickbooks... (my biz parter does)
- Jobber already does job costing / all the info you need is in Jobber
- Timesheets should be done in Jobber
- Add your expenses from the wholeslaer to each job every morning - takes 5-10 min or have an admin do this / I would like to see some changes around this in the future with jobber or a better sync with quickbooks on this or a better zapier automation (Action needed - "add expense to job")
- If your crew has credit cards, this is the only time we ask them to add expenses to Jobber
- Invoices already are in Jobber
Remember, you were running your business inside of jobber now. It's best for you to forget about QuickBooks and everything QuickBooks can do. It is for your bookkeeper now.
- You will add your monthly revenue pre tax to quickbooks in one lump sum
- You will add your monthly wholesaler receipt to quickbooks as one lump sum
- Quickbooks doesn't need to know about every little job you do.
I hope that helps. Reach out to me anytime.