Jobber jobs to QBO projects integration

Question

Has anyone tried to extend the QBO Jobber integration to link a Jobber Job with a QBO project?&nbsp;We are an electrical contractor and have numerous suppliers and many components we use. All of them are entered into QBO. Our field team uses Jobber.&nbsp;
I want to use the QBO projects to track project profitability. Which means three enhancements are needed:
1 - Jobber Job creation triggers a QBO project for the same customer.
2 - Time sheets from Jobber need to be updated to tag the customer and Job in QBO
3 - invoices would need to also be linked to from project to job.
The job numbers in jobber could be used in QBO to create the linkage e.g. they can be used in the project name.

brandensewell · Answer

WiringByron​ do you have any insights on this?

wiringbyron · Answer

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.

julie · Answer

Good shout, Branden!&nbsp;

redalder · Answer

WiringByron​ Thanks for the detailed reply. Agreed invoices and time is already in Jobber. I'd be happy to move to Jobber for project (job) profitability reporting if this is a smoother process. I see Jobber does offer an expense tracking solution. Unfortunately it does not appear to sync for QBO which seems like a major gap as our expenses do need to make it to QBO. If we move our expense capture to Jobber and away from Dext our current solution we still need these expenses to sync to QBO for accounting categorization. Any advice on how others are syncing expenses captured in Jobber to QBO.&nbsp;The other expense item we need to track is personal vehicle mileage. Jobber does not appear to handle this. What tools are others using to capture, reimburse and allocate the expense to the job. Are their tools that sync to QBO and Jobber?&nbsp;Any insight would be appreciated. Thanks!

wiringbyron · Answer

The adding of expenses in Jobber is something that needs to be fixed for sure. It's too manual. I would continue to add all your fixed and variable expenses to quickbooks with Dext. You are only adding one step of adding job expenses to Jobber. There is no way around this / no sync / no zap unfortunately.

But if you just do this one manual step you will gain a lot of info from the Jobber. Not only on jobs but you can see your profitability in reports as well over certain time frames.

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Jobber jobs to QBO projects integration

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