How Can I Add Tax information?
You can include your own taxes in JobNimbus if you are not integrated with QuickBooks.
To add taxes to your JobNimbus account:
- Click on your Profile Icon or initials in the top right corner
- Select Settings from the drop-down menu
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Within the Settings menu, open the Taxes tab
- Click the blue +Add Tax button
In the "Add Tax" window, you can:
- Name the tax according to what purpose it serves
- Give your tax a percentage amount
- +Add Tax to save
After your tax is saved, when creating an Estimate, for example, you'll see a column labeled Tax where you can apply it to the line item.
If You Have QuickBooks Enabled
You will need to manage your taxes directly within your QuickBooks account; the ability to add taxes in JobNimbus will become locked and you will see the following message when opening the Taxes tab in your settings:
