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.

Please note: there is a hierarchy to the sync: Contacts must sync first, then you can choose to sync Estimates and/or invoices. Products must sync to sync transactions and invoices must sync 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.

QuickBooks Online - Field Maps

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

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 and Invoices will not sync while in the "Draft" status.

  • JobNimbus matches the payment types in Quickbooks Online automatically by name:

    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