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JobNimbus Feedback

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28 results found

  1. The ability to sync classes in QBO.

    The ability to sync classes in QBO.

    14 votes

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    2 comments  ·  Bookkeeping  ·  Admin →
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  2. Sync Vendors in QBO

    The ability to sync vendors to QBO.

    4 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  3. More robust options for Quickbooks integrations

    To improve efficiency and accuracy in financial tracking, I suggest enhancing the JobNimbus to QuickBooks integration by introducing customizable mapping options for income and expense accounts. Currently, all imported products and services are categorized identically, requiring manual adjustments post-import. Allowing for the pre-selection of appropriate accounts would significantly reduce bookkeeping time.

    Additionally, incorporating a feature to synchronize the status of products or services (active/inactive) based on the chosen sync direction (e.g., two-way, one-way) would further streamline operations and maintain consistency across platforms.

    Implementing these changes could greatly enhance usability and financial management efficiency for users.

    2 votes

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  4. Ability to sync invoices and payments to Quickbooks without syncing Products

    With acculynx I was able to sync financials to QB without syncing products. You were able to assign your QB cost codes to each line item on the invoice, that way all those line items did not have to be pushed in. We have over 900 products in JN and syncing these to QB would cause a lot of clutter.

    6 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  5. Quickbooks Payments: Accounts

    There is no space to assign a deposit account for payments made when logging payments in JobNimbus.

    This throws off Quickbooks reports. When the reports are ran it shows all payments logged through JobNimbus as being "undeposited funds".

    6 votes

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  6. QBO / JN both recognize billing address

    Why does the billing address (contact address) not sync to the invoice in QBO? Our invoices when sent from JN to QBO lose the billing address. All invoices are billed to the job address. This is a disaster for our property management business. And your payment processing fees are too expensive compared to QBO.

    2 votes

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  7. Multi-location sync with Quickbooks Online

    Ability to sync multiple locations within one JN account to Quickbooks Online

    7 votes

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  8. The ability to have one product sync over to QuickBooks when using Material and Labor.

    The ability to have one product sync over to QuickBooks when using Material and Labor. Instead of it splitting into two or three depending on what material and labor is selected.

    4 votes

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  9. The ability to place time constraints on the data with the QBO sync.

    The ability to place a time constraint on the data pulled from and placed into QBO when syncing.

    3 votes

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  10. The ability to select non location taxes in QBO sync.

    The ability to select non location taxes in QBO sync.

    2 votes

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  11. Quickbooks Online- Categories, Classes, and DO NOT REPLACE PRODUCTS & SERVICES

    Presently, we are experiencing a HUGE issue with the way that the sync with Quickbooks Online operates.

    We created a completely new structure for pricing over the last few months as we have been trying to set up JobNimbus. In doing so, we created an entirely new selection of products and services in JobNimbus that we previously had in Quickbooks.

    Apparently, in the sync... JobNimbus tries to match Products/Services. In our case, it didn't match these items 100% ... otherwise only a few P/S items would have been replaced. Instead, there was a more loose set of rules that it…

    2 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  12. Sync sales reps to QBO

    Ability to sync sales reps to Quickbooks Online

    2 votes

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  13. Sync supplier payments and commissions from QBO to JN

    Sync supplier payments and commissions from QBO to JN

    3 votes

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  14. Sync work orders to QuickBooks.

    The ability to sync work orders with QB.

    6 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  15. Hide/Delete errors from the sync error report.

    Hide or delete QB sync errors that are not needed.

    4 votes

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  16. JobNimbus Job address should sync to Ship to address in QuickBooks

    Job address should sync to Ship to not Bill to address in QuickBooks

    8 votes

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  17. Syncing issue with Quickbooks Online (QBO) when books are closed

    Don't allow changes to be made to invoices and payments on Jobnimbus when the books for those items are closed in QBO. As it stands, I can change an invoice on JN but it won't sync to QBO if the books involving that invoice are closed. If you try to make changes to a reconciled invoice in QBO, an error message pops up. The same needs to happen in Jobnimbus.

    2 votes

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  18. ACH Payment sync with QuickBooks Online

    ACH payments processed in QuickBooks Online will NOT sync with JobNimbus because JN doesn't have an "ACH" option in Pay Methods. The error is "QuickBooks Payment method is not linked in JobNimbus."

    Credit card payments sync just fine (from QBO). The headache this is causing is enormous!
    With all of the payment methods already listed, how difficult could it be to add one more? If there is a work around for this, I would love to hear it. Manually posting the payment in JN only works if it pays the invoice off in full, otherwise the payment posted in JN…

    9 votes

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  19. Tax problem in QB - Shipping address in invoice set up

    JB doesn't bring over shipping address so that QB can calculate the correct sales tax. If the shipping address was populated in the QB sync then sales tax will work correctly. Right now the tax calculation in JB is being overridden with incorrect sales tax calculated in QB and when it syncs back with JB we have incorrect sales tax reported and overpayments from the customers because the sales tax is reduced in JB.

    7 votes

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  20. Sales tax Rate selection in JobNimbus integrate with QuickBooks

    Currently when you create an invoice in JobNimbus, you select a tax rate for each line item. In QuickBooks Online however, the sales tax rate is applied on the entire invoice and, by default, is "Based on Location", which you can manually change to custom sales tax rates. Since Sales tax rate are synced between JobNimbus and QuickBooks Online, and you have to manually select the sales tax you want when creating invoices in JobNimbus, it would be nice if there was a way to tell QuickBooks you want to use a specific sales tax on the invoice when it…

    5 votes

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