Other Settings

Setting up QuickBooks Online Sync

Integration with QuickBooks Online is available on our Core, Connect, and Unlimited plans.

Before you set up the sync, please learn more about How Items Sync from Jobber to QuickBooks

If you have clients in both softwares, before syncing them please see the Additional Notes below before setting up your sync.

 

How to set up QuickBooks Online Sync

1. Go to the Gear icon > Settings > Accounting Sync.

2. Click Connect to QuickBooks. Jobber will prompt you to log in to your QuickBooks Online account, if you aren't already, and authorize the connection. If you don't have a QuickBooks Online account, you will be prompted to make one. 

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 3. After you have authorized the connection you'll be directed back to Jobber. Here you'll choose your version of QuickBooks. This is a very important step as the default version is US which will need to be changed if you reside in another country to prevent sync errors.

4. Set your sync preferences next by selecting what information you want to sync to QuickBooks Online. If you haven't yet, check out how these items sync to QuickBooks so you know what to expect moving forward. After your first sync your preferences will be saved for future syncs.

 

 

Your Jobber and QuickBooks account are now connected and when you are ready you can click the Sync to QuickBooks Online

Additional Notes:

  • Jobber connects with all QuickBooks Online programs except QuickBooks Self-Employed.
  • Do you have clients in both your Jobber and your QuickBooks Online account? If yes, syncing can cause duplicate client profiles in both systems. For this reason, we suggest either your QuickBooks account or Jobber account do not have clients in them before syncing. If you have more questions feel free to call our support team 1 888 721 1115, or open a chat. 
  • If you should run into any errors or problems within QuickBooks, please refer to the QuickBooks Support

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