What Fields Sync to Quickbooks Online?

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

Note: The sync has a hierarchy—contacts must sync first, then jobs, and then you can choose to sync Estimates and/or invoices. Products must sync first to sync transactions, and invoices must sync first to sync payments.

To choose a Record Type to sync, check the box to the left of the Record Type. You can click "View Field Map" to see how a field in JobNimbus is mapped to QuickBooks.

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Contacts
Jobs
Estimates
Invoices
Credit Memo
Payment
Products
Taxes

Constraints:

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.
Estimates, Invoices, and Credit Memos will not sync while in the "Draft" status.
JobNimbus matches the payment types in Quickbooks Online automatically by name:

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