What fields sync with Quickbooks?
A field is a fixed location of data. The fields between JobNimbus and Quickbooks get changed in one system and move to the other.
For example, a common field that transfers from point A to point B is the "First Name" field. If you type in a name in JobNimbus the name in that field will transfer to Quickbooks. Everything doesn't transfer, only the set of fields that we have designated. For example, statuses don't transfer nor do custom fields.
*Display name does not sync in QBO or QBD, this would need to be changed manually
*Contact name is on the records' address line 1 so those financial records will have the contact name in the address line automatically inserted in QB (this was implemented due to customer demand). If you select QB as a preference and the name is not there it should not sync with the name there.