---
title: How Do I Configure My Workflows To Sync With QuickBooks for Customers and Jobs?
description: By checking the 'Send to QuickBooks' checkbox next to a status in your workflow, you determine when a job or contact is sent to QuickBooks.
---

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# How Do I Configure My Workflows To Sync With QuickBooks for Customers and Jobs?

## By checking the 'Send to QuickBooks' checkbox next to a status in your workflow, you determine when a job or contact is sent to QuickBooks.

#### **Overview**

Learn how to configure your workflows to sync with QuickBooks for both customers and Jobs. The status that is checked is a trigger that will **send the record to QuickBooks**. To prevent lost leads from ending up in QuickBooks, users typically do not send jobs in a **‘lead’** or ‘**estimating’** status to QuickBooks. Often the **‘sold’** status is the first to trigger a QuickBooks sync to ensure that the contact is indeed a paying customer.

Please note: Once a  job syncs to QuickBooks, all transactions associated to that job that are not in a 'draft' status will also be sent to QuickBooks.

**Where to find QuickBooks Workflow settings:**

- Click on your profile icon or initials in the top right corner
- Select **Settings** from the dropdown menu
- Look under **Workflows & Fields**
- Navigate to either the **Contact** or **Job Workflow tab**
- Hover over the ellipsis ••• icon and click **Edit**

![Screenshot 2023-11-21 at 2.20.12 PM](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202023-11-21%20at%202.20.12%20PM.png?width=670&height=147&name=Screenshot%202023-11-21%20at%202.20.12%20PM.png)

**To edit the ‘Send to QuickBooks’ box:**

-  Hover over the ellipsis ••• icon again on the chosen status and click **Edit**

![QqX4ufD-1](https://support.jobnimbus.com/hs-fs/hubfs/QqX4ufD-1.png?width=670&height=186&name=QqX4ufD-1.png)

- Check the box next to "**Send to QuickBooks**"
- **Save Status**

![QuickBooks - send status to QuickBooks](https://support.jobnimbus.com/hs-fs/hubfs/Support%20-%20Knowledge%20Base/Knowledge%20Base%20Import/QuickBooks/QuickBooks%20-%20send%20status%20to%20QuickBooks.png?width=566&name=QuickBooks%20-%20send%20status%20to%20QuickBooks.png)

You will want to verify the ‘**Send to QuickBooks**’ status of both Contact and Job workflows.

*A job cannot sync to QuickBooks unless the Parent Contact has also synced to QuickBooks.* All Jobs will have to be assigned a Parent Contact to sync to QuickBooks. 

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