Save time and eliminate duplicate entry by synchronizing your JobNimbus data including Contacts, Jobs, Estimates, & Invoices to QuickBooks.
Make sure you do not proceed with turning on the QuickBooks sync in JobNimbus until you have completed the Basic Setup step Your Workflow.
Supported QuickBooks Editions
JobNimbus supports sync'ing with the following editions of QuickBooks:
This is the preferred QuickBooks sync method because:
|QuickBooks Desktop Edition||Supported using the Sync Manager built-into QuickBooks Desktop edition. You can configure how often your QuickBooks sync's with JobNimbus (the default is 1 hour). You must have your QuickBooks open and running for sync to take place.|
What does JobNimbus sync?
JobNimbus syncs the following information to QuickBooks:
|Job||Job / Sub-Customer|
Setting Up QuickBooks Sync
To set up QuickBooks sync, follow these steps:
1) Sync Manager (QuickBooks Desktop Only)
If you're using QuickBooks Online, you can skip this step. If using QuickBooks Desktop, you need to do the following:
- As a QuickBooks administrator user, login to your QuickBooks Desktop edition.
- If you do not already have one, set up an Intuit account here: http://www.intuit.com
- In QuickBooks Desktop, turn on the Sync Manager. QuickBooks tends to move this feature around depending on the version so check under the menu options for Online Services or File to locate the Sync Manager.
- Backup your QuickBooks Desktop Edition file. It's always a good idea to have a backup before allowing another application to access your financial data.
2) Enable QuickBooks Sync in JobNimbus
While logged into JobNimbus from a web browser, go to your name at the top right and choose Settings.
Find the QuickBooks tab in Settings and select the edition of QuickBooks you're using.
If you don't see the QuickBooks tab in Settings, go to Settings > Features tab and click Enable next to the QuickBooks Integration 3rd party features.
Click the QuickBooks Connect button and login with your Intuit account. Authorize JobNimbus to access your QuickBooks data.
3) Configure Sync
The JobNimbus Sync settings allow you to configure the direction of the sync and how data will be sync'd between JobNimbus and QuickBooks. Once you've connected your QuickBooks, the following sync settings screen will appear:
|Sync Options||Choose the direction to sync your data between JobNimbus and QuickBooks.|
|Conflicts & Merging||In the event that there is a conflict of data (ie: the same contact entered into both QuickBooks and JobNimbus), choose which application will be used as the primary data container.|
Choose which JobNimbus record types to sync with QuickBooks.
Check the box to confirm you have backed up your data and then click the Update Settings button. You'll be shown a confirmation screen that will provide an overview of the data to be sync'd. Click the Confirm button to start the sync.
The sync process will run in the background and you will receive an email notification from JobNimbus once it completes. Your JobNimbus account should now be successfully linked with your QuickBooks data. Future changes between the two systems will happen automatically.
Don't upload contacts through a CSV or Excel file, then sync Quickbooks with JobNimbus. This will result in duplications.
If you enter a contact in JobNimbus and in Quickbooks, then sync the programs, that doesn't necessarily mean they will link up. You must have the First Name, Last Name and Company fields 100% identical for them to match up upon sync or you will have duplicated records in each system.