Forum Discussion

BadgerHauling's avatar
BadgerHauling
Contributor 4
5 months ago

Jobber Payments w/ Accounting Tools

Hello Community!

I just enabled Jobber Payments hoping to centralize everything invoicing inside the tool however, I am stumped with the deposits.  For example just using simple numbers.  I invoice for $100 and my deposit is < fees.  In QuickBooks, my deposit doesn’t match the total of the invoice paid.

Before Jobber, I was using QuickBooks’ payment processing and I would charge the same $100 and get the deposit of $100 and have an expense fee deducted from my account.  This allows you to match your deposits to invoices and keeps IMO your accounting clean.

I cannot be the only one with this issue.  Thoughts from the Community?

invoicing
    • BadgerHauling's avatar
      BadgerHauling
      Contributor 4
      3 months ago

      I did and this has been solved. I replied to another post down below. 

  • andrewluxuryre's avatar
    andrewluxuryre
    Contributor 2
    3 months ago

    Hi, when a client approves a quote and leaves a deposit dropper does not allow Quickbooks to recognize it. I actually need to create an invoice in order for Jobber to allow Quickbooks that recognize it. The only problem is the job has not been done yet they've only provided a deposit. So then what I end up having to do is create an invoice just so that deposit payment gets recognized by Quickbooks. Then I have to create another invoice when the job is actually done could be days or months depending on the job and that doesn't show the deposit I received when the job was approved. That I have to manually add it and it screws my Quickbooks Up!  Who else lives this nightmare?

     

    • BadgerHauling's avatar
      BadgerHauling
      Contributor 4
      3 months ago

      I think your issue will be solved once Progress Invoicing is out of Beta. If you want to take part in, I’d recommend reaching out to support to see if it’s still open.

      I personally don’t have it enabled since I am not collecting deposits or plan to progress invoice. However, maybe in the future, I explore this.

  • bedellmgmt's avatar
    bedellmgmt
    Jobber Ambassador
    3 months ago

    If all else fails, you can fix this manually in each deposit transaction in your register.

    • BadgerHauling's avatar
      BadgerHauling
      Contributor 4
      3 months ago

      After working with my Jobber CSM we figured my concern out. Jobber does sent the correct values but it’s only found in your expenses. This is just a little different than I am/was used to. The invoice is zero’d out and all is good. BIG thanks to the Jobber team!