Enable Quickbooks: Constraints placed on account

Enabling Quickbooks:


Enabling Quickbooks places certain limitations on an account because of how Quickbooks is configured. In order to mitigate errors in the sync process between JobNimbus and Quickbooks, certain features become limited. 

 

Once the Quickbooks feature is enabled:

  1. Custom products in work orders, material orders, estimates and invoices are no longer allowed.
  2. Product add/update validations: The ':' character is not allowed in the product name.The product name must be less than 32 characters for Quickbooks Desktop. The product limitation is 100 characters for Quickbooks Online.
  3. Shows a "Synced to QB" box on the page (contact, job workflow/settings etc)
  4. If the Quickbooks estimate sync is enabled: We don't allow adding more than one tax per estimate and if a user adds it then it is displayed "QuickBooks Sync Error: QuickBooks does not allow an Estimate or an Invoice to use more than one tax rate." alert.
  5. If the QB Invoice sync is enabled: We don't allow adding more than one tax per invoice and if a user adds it then it is displayed "QuickBooks Sync Error: QuickBooks does not allow an Estimate or an Invoice to use more than one tax rate." alert.
  6. You can't add taxes in JobNimbus. You would have to add a new tax within Quickbooks.