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JobNimbus Feedback

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Integrations

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33 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. Sync Sales Receipts from Quickbooks to JN.

    We record our customer deposits on a Sales Receipt in Quickbooks vs. creating an invoice. Having the ability to sync that from Quickbooks to JN and show it as a deposit in JN would be very helpful.

    Or on the flip side, if a deposit could be recorded in JN and post to a liability account in Quickbooks vs. being dumped into the single sales account that JN currently posts to would also be a great help.

    1 vote

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  6. Add:: (copy) feature

    Add:: (copy) feature next to names and addresses on contact profiles. In order to ensure correct data entry into orders and communications, we copy and paste info directly from the job nimbus platform. Sometimes it is difficult to highlight the info needed. By adding a copy feature, it would help out a lot! Thank you.

    1 vote

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  7. The ability to not have the QB sync push the cost as the price.

    The ability to not have the QB sync push the cost as the price.

    1 vote

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  8. Allow Admins To Make Classes Required

    Please allow admins to make the "class" field required. Our bookkeepers have to do a lot of backend work when our field reps fail to input this field. Being able to simply make this required would be a huge help!

    Really, I would like the option to make any of the built-in fields required.

    1 vote

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  9. Canada tax codes mapping

    Map Quickbooks tax rates to QB tax codes for Canada companies

    1 vote

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  10. Integration with Freshbooks

    Ability to integrate/sync JN with Freshbooks for bookkeeping

    1 vote

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  11. QuickBooks Markup

    It would be nice if QuickBooks markup rate percent would sync as markup in JobNimbus since JN estimates does support markup.

    1 vote

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  12. QuickBooks internal note mapping.

    The ability to map the internal note to a non-customer facing portion of QuickBooks.

    1 vote

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  13. Sync Job # to company name in QBO

    The ability to map fields different with the QuickBooks Online sync.

    1 vote

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