What Fields Sync to QuickBooks Online (Acc Sync)?

When setting up your QuickBooks Online, you will be able to choose which record types sync between QuickBooks Online and JobNimbus.

To choose a Record Type to sync, check the box to the left of the Record Type. You can click the hierarchy icon (see screenshot) to see how a field in JobNimbus is mapped to QuickBooks.

•  Contacts
  
• Jobs
  
• Estimates
  
• Invoices
  
• Credit Memo
  
• Payment
  
• Products
  
• Taxes (this field is a one-way sync from QuickBooks)
  
  
  

Constraints:

• Vendors do not sync. You should have QuickBooks unchecked on your Vendor contact workflows in settings. If checked, they will come into QuickBooks Online as a customer, and there isn't a way to edit them. 

• If you have multiple locations in JobNimbus, all of the information, regardless of location, can only be synced to a single QuickBooks Online file.
• Projects: JobNimbus cannot create a project in QuickBooks. Enabling the sync for projects will only import them from QuickBooks as a job with the same mapping as Jobs.
• JobNimbus matches the payment types in QuickBooks Online automatically by name. If the payment method is not mapped properly the method will simply show as "none":
  • JobNimbus Credit Card: QuickBooks payment method where type is Credit Card
  • JobNimbus Check: QuickBooks payment method where the method name is "check or cheque" and the type is not Credit Card
  • JobNimbus Money Order: QuickBooks payment method where method name contains "moneyorder or money or order" and the type is not Credit Card
  • JobNimbus Bank Wire: QuickBooks payment method where method name contains "bank or e-transfer or direct debit or wire" and the type is not Credit Card
  • JobNimbus Finance: QuickBooks payment method where method name contains "finance or loan" and the type is not Credit Card