What fields sync to Quickbooks Online?

  •  Contacts
  • Jobs
    fieldsync03
  • Estimates
    fieldsync04
  • Invoices
    fieldsync05
  • Credit Memo
    fieldsync06
  • Payment
    fieldsync07
  • Products
    fieldsync08
  • Taxes
    fieldsync09

 

Constraints:

  • 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 QB (this was implemented due to customer demand). If you select QB as a preference and the name is not where it should not sync with the name there.
  • Estimates will sync no matter the status.
  • Vendors do not sync. You should have Quickbooks unchecked in your contact workflows in settings. If checked, they will come into Quickbooks Online as a customer, and there isn't a way to edit them. 
  • Cost will sync as long as the original product was created in Quickbooks and has the option of purchasing information and expense account selected in conjunction with a cost. Without this selected you may experience your costs zero out in JobNimbus. Note that cost is not a field built into the actual Quickbooks Invoice but resides only in products and services.fieldsync10
  • JobNimbus matches the payment types in Quickbooks Online through the most closely name method.

    JobNimbus CreditCard : Quickbooks payment method where type is Credit Card

    JobNimbus Check : Quickbooks payment method where method name is "check or cheque" and type is not Credit Card

    JobNimbus MoneyOrder : Quickbooks payment method where method name contains "moneyorder or money or order" and type is not Credit Card

    JobNimbus BankWire : Quickbooks payment method where method name contains "bank or e-transfer or direct debit or wire" and type is not Credit Card

    JobNimbus Finance : Quickbooks payment method where method name contains "finance or loan" and type is not Credit Card