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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 the three lines in the top left corner and choose Settings from the dropdown menu. 

  • Within the Financials Settings menu, click on Taxes

  • Click the blue +Add Tax button



Taxes - Add Tax Window

In the "Add Tax" window, you can:

  1. Name the tax according to what purpose it serves
  2. Give your tax a percentage amount
  3. +Add Tax to save

After your tax is saved, when creating an Estimate, for example, you'll be able to select the taxes in the Estimate details.  



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:

Taxes - QuickBooks Enabled