General QuickBooks Info

How Will the Jobs Experience Impact My QuickBooks Sync?

Find out how enabling the Jobs Feature will work with your QuickBooks sync.

  • Using the Jobs feature in Jobnimbus makes one adjustment to the way information is sent between the two systems. 
  • When using Jobs, this will now be creating Sub-Customers in QuickBooks. Those records will appear like this in your Customer List.

Jobs KB draft - Google Docs 2023-09-14 at 9.42.41 AM

  • Anytime a Job is created in JobNimbus it will sync over to QuickBooks as a Sub-Customer. The customer level will have  Contact information but will also display all transactions for all associated sub-customers. The Sub-Customer level will contain  Financial records associated to only that particular job. 

    Jobs KB draft - Google Docs 2023-09-14 at 9.43.01 AM