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.

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.

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

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.

• 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:
  • 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