--- title: How Can I Get My Account Ready for the Transition to JobsV2? description: Discover how to get your account ready for the transition to Jobs V2. --- [Skip to content](https://support.jobnimbus.com/how-can-i-get-my-account-ready-for-the-transition-to-jobs-v2-legacy#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. [JobNimbus Legacy](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en) 3. [Legacy Jobs and Contacts](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-jobs-and-contacts) # How Can I Get My Account Ready for the Transition to JobsV2? ## Discover how to get your account ready for the transition to Jobs V2. **Historically, activating the Jobs feature in JobNimbus has empowered users to efficiently manage projects for their clients, effectively organizing finances, photos, and more. With the introduction of the updated Jobs experience (commonly referred to as Jobs V2), this experience is now streamlined, eliminating previous frustrating issues for a smoother workflow.** ### Contacts Only Transition to Jobs v2 **QuickBooks Sync** When enabling Jobs, it is important to note that this will affect your **QuickBooks** Integration. To ensure smooth **syncing** of all records with QuickBooks, create an **automation** that triggers the Contact record to sync whenever a Job record is set to sync. Details for creating the automation can be found [here](https://support.jobnimbus.com/how-can-i-get-my-account-ready-for-the-transition-to-jobs-v2-legacy#QB).  #### Workflows **Contact workflows** should be kept simple: *New, Active, Inactive.* - Contacts labeled as '**New**' do not have any jobs marked as '**Sold**'. - Set the Active status in the Contact workflow to '**Sync with QuickBooks**' if QuickBooks integration is enabled. ![Settings JobNimbus 2024-03-07 at 11.04.04 AM](https://support.jobnimbus.com/hs-fs/hubfs/Settings%20JobNimbus%202024-03-07%20at%2011.04.04%20AM.jpg?width=600&height=315&name=Settings%20JobNimbus%202024-03-07%20at%2011.04.04%20AM.jpg) **Job Workflows** can be **cloned** from the existing Contact workflows to simplify the process of creating new Job Workflows.  ![Screenshot 2024-03-07 at 11.09.13 AM (1)](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202024-03-07%20at%2011.09.13%20AM%20(1).png?width=600&height=277&name=Screenshot%202024-03-07%20at%2011.09.13%20AM%20(1).png) #### Boards - Adjustments to the current Job Workflows, including cloning, must be **applied** to the **Job Boards**. #### Templates - Ensure that **templates** for emails, documents, and financials are **updated** across the board to ensure consistency and accuracy. - Templates used from the **Job** record will need to **reference** the ‘JobPrimaryContact’ - {{ContactFirstName}} vs {{JobPrimaryContactFirstName}}. ![Settings JobNimbus 2024-03-07 at 11.24.11 AM](https://support.jobnimbus.com/hs-fs/hubfs/Settings%20JobNimbus%202024-03-07%20at%2011.24.11%20AM.jpg?width=600&height=426&name=Settings%20JobNimbus%202024-03-07%20at%2011.24.11%20AM.jpg) #### Custom Fields - **Custom fields** specific to contacts may need to be recreated under the corresponding fields for jobs. - Example: ‘Claim #’ should be tracked on the Job instead of the Contact. #### Automations **Tip:** Automations may inadvertently be **triggered** if the Job automations are set up **before** completing *all* necessary preparations for **transitioning** to Jobs V2. - Automation processes that are based on **Contacts** may need to be removed and set up again as Automations based on **Jobs**. - Example: Statuses are now tracked at a **Job** level  therefore Automations updating **statuses** will need to be rebuilt for the new **workflows**. #### **QuickBooks Contact Automation** - If syncing with **QuickBooks**, make sure to create an Automation that will **move** the **Contact** record to the ‘**Active**’ status once the **Job** is ‘**Sold**'. - Conditions: Any Job Status that **initiates** the record **sync** to QuickBooks will need to be added as a **condition**. Set the option for "Require *ANY* condition to be true". - - **Check** the option labeled "only if modified" to ensure that this automation will *only* **trigger** when the status is **updated** to the specified statuses. ![Settings JobNimbus 2024-03-07 at 11.51.01 AM](https://support.jobnimbus.com/hs-fs/hubfs/Settings%20JobNimbus%202024-03-07%20at%2011.51.01%20AM.jpg?width=500&height=482&name=Settings%20JobNimbus%202024-03-07%20at%2011.51.01%20AM.jpg) - - - Actions: Select Change Status (Parent Contact) and **specify** the Contact Workflow/Type for any Contact Type that needs to **sync** to QuickBooks and **update** the Status to Active. ![Settings JobNimbus 2024-03-07 at 11.56.51 AM](https://support.jobnimbus.com/hs-fs/hubfs/Settings%20JobNimbus%202024-03-07%20at%2011.56.51%20AM.jpg?width=500&height=187&name=Settings%20JobNimbus%202024-03-07%20at%2011.56.51%20AM.jpg) ### Transitioning Legacy Jobs to Jobs v2 Users who have already activated Jobs may notice a decrease in functionality in some areas, which may seem limited. This design choice was implemented to prevent accidental attachment of files to Contacts, ensuring a smoother user experience. You will notice differences in the following areas: - **Activity** - All activitiesrelated to records will be shown under the Contact's **Activity** section for convenient access. - Jobs: All jobs linked to the parent contact will be **displayed** in a list format on the Contact's **Jobs** **tab**. - Financials: Once Jobs V2 is activated, **financials** *cannot* be added to a Contact record. If a financial record was mistakenly added to a Contact before the transition to Jobs V2, it can still be **viewed**. - All financials can be viewedfrom the Contact by checking the **related** checkbox. - **Creating Jobs** - To create a Job, you *must*  choose a parent Contact. You can select one from your **existing** Contacts in the Job Search, or you will be guided to **add** a Contact when **creating** a new Job. - **Boards** - The functionality of **Contact** **Boards** has been removed in Jobs V2. Instead, Contacts will now be displayed in a simplified **list** format for easier navigation and organization. - Only **Job Boards** are accessible in Jobs V2. **Tips:** - Utilize the **related** checkbox to view attachments that are specifically linked to the **Contact** or to access all attachments associated with the parent Contact. - Photos, documents, and attachments can *only* be accessed through the Job(s). - Financial information on Contacts will be **read-only**, meaning that users can **view** but *not* make changes to financial records associated with Contacts. - Financial documents cannot be newly created under the Contact; instead, they *must* be generated under the corresponding **Job** record. - **Contact Boards** functionality will *not* be visible in Jobs V2. - If you have a significant number of records or a complicated account, transitioning to Jobs V2 may require a thorough process. We recommend reaching out to our support team to explorepotential solutions, such as onboarding assistance, data migration services, or professional support. 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