Reconciling jobber payouts
Just curious to know what everyone’s process is with reconciling jobber payouts? Ours is synced with quickbooks so the deposits just happen on the backend automatically when we receive the payments i...
Forum Discussion
Hello NConway! Thanks for the question. Having your payouts sync to your Quickbooks Online is a great way to reconcile, and it separates the fee into an expense account for you.
If you were looking for a way to cross-reference the reconciliation in QuickBooks to the information in Jobber, I recommend using the Jobber Payments Payout Report as a tool.
If you have any questions on this, our Success Team would be happy to help! You can call us at 888-721-1115 ext 1, email mailto:support@getjobber.com or start a live chat by going to the ? > chat with us.
Hi Jade, about jobber reconciliation with QBO, Jobber gets the information that the invoice was paid, however dos not bring in the payment amount into the client's billing history. This make us have to manually add payments so we can have an accurate account statement to send to clients. Is there anyway for Jobber to automatically get payments from QBO into the clients billing history?