What fields sync to QuickBooks Desktop?

Only the following listed fields sync back and forth between JobNimbus and QuickBooks.

 

 *The "class" field now syncs on contacts, jobs, estimates and invoices.

 

There is currently no plan to add any fields to the sync process such as Ship To Address or Notes fields. You may ask for fields to be added through JobNimbus Feedback so that they can be voted on and prioritized.

 

 Notes:

  • Contact name is on the records' address line 1 so those financial records will have the contact name in the address line automatically inserted in QuickBooks. If you select QuickBooks as a preference and the name is not there it should not sync with the name there.
  • Estimates and Invoices have an option to choose to sync in draft status or not.
  • Accounts are not set up to sync but classes are.
  • Quickbooks products must have 31 characters or less.
  • Job Costing does not sync. This includes Work Orders, Material Orders, and Budgets.