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 standard 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 move 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.
After syncing Quickbooks, the fields that sync are always available for you to reference.
- View Field Map
- Credit Memo
- 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 where it should not sync with the name there.
- Estimates will sync no matter the status.
- Vendors do not sync. You should have Quickbooks unchecked in your contact workflows in settings. If checked, they will come into Quickbooks Online as a customer, and there isn't a way to edit them.
- Cost will sync as long as the original product was created in Quickbooks and has the option of purchasing information and expense account selected in conjunction with a cost. Without this selected you may experience your costs zero out in JobNimbus. Note that cost is not a field built into the actual Quickbooks Invoice but resides only in products and services.