JobNimbus Feedback

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  1. 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.

    2 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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…

    1 vote

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  3. Product sync in Quickbooks

    When a new product is created in JN and syncs to Quickbooks, the costs are deleted from the item. User must go to QB, edit the new item and re-input the cost, and then resync to JN to enable item cost to show in JN. This is a big pain.

    2 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  4. Sync Job Address to Ship To in QB

    We plan to use Jobs in JobNimbus, but the Job Address is mapped to BillTo in QB. The Contact Address is the for Customer who will be billed, the Job Address belongs to the jobsite, definitely not the one to be billed. The Job Address should map to ShipTo in QB.

    4 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  5. Phone Number Field in Jobs for QB integration

    We use jobs in JobNimbus and also API to Quickbooks with the same formatting except, Jobs in JobNimbus doesn't have a customer phone number field to be sync'd to Quickbooks Jobs set up. This makes pulling true financial reports using the customer phone number in QB impossible.
    I'll admit it may have gone unnoticed but we have a marketing partnership program with several of the local media stations that require us to pull this report and its filtered by unique customer phone number.

    2 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote

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  7. Sync customer name correctly to QB

    Instead of syncing the display name to the name in the address bill to in QB, why don't you use the first and last name. Our display names are last name, first name. So, now it syncs over that way and we cannot print address labels or envelopes because it prints the name backwards.
    QB had this default this way to begin with. It was for that reason!
    Also, the contact should sync to the bill to and the job address should sync to the ship to.

    4 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  8. QBO "Classes" integration.

    I run multiple "classes" in QBO to categorize different divisions of my company. It shows me how each division is doing. I need the invoices to be able to sync with these classes for accurate reporting.

    5 votes

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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to clear sync error report

    Have the ability to dismiss items in the sync error report of the Quickbooks integration. Sometimes there are errors that are old records or useless records that we don't care if they sync. I would like to be able to dismiss or hide those records so that I can more easily find the new errors that I do need to fix.

    3 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  10. sync "jobs" (in Nimbus) with "Projects" (in Quickbooks) in order to be able to run job costing reports on QB online.

    The ability to sync "jobs" (in Nimbus) with "Projects" (in Quickbooks) will let us run job costing reports without having to manually transfer needed info.

    14 votes

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    Viewed  ·  5 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  11. Integration with wave

    Wave is a free accounting software, Quickbooks are to proud of their service. It would be great if we could integrate or send invoices through Zapier

    1 vote

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  12. Sync Classes for Quickbooks Online version

    I see that you have classes for Quickbooks desktop but I need one for the online version. Thank you!

    5 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  13. Grouped taxes for Quickbooks

    Quickbooks is now separating taxes by city and state, however, you can only select one or the other within JobNimbus when creating an invoice, which is a major problem. The only current workaround is creating a special "grouped" tax rate within Quickbooks. The problem with that is that it is not segregating the taxes within Quickbooks, and makes accounting more difficult.

    4 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sync subcontractors in JN to contractors/vendors in Quickbooks Online

    Right now, contacts set up as subcontractors in JN will sync to Quickbooks Online (QBO) as a customer. No way around that. Once added in QBO as a customer, their type cannot be changed to a vendor or contractor. All you can do is delete it in QBO and manually retype it in QBO.

    For a business like mine, over 90% of our jobs are done by subcontractors. We have to manually double enter all subcontractor info PLUS manually double enter any costs (the amount we need to pay our subcontractors). This is a big shortcoming that opens the door…

    11 votes

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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to integrate with Xero

    Would like the option to have JobNikmbus integrate with Xero

    1 vote

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  16. Sync Quickbooks Notes field

    Syncing with Quickbooks should have a notes field

    3 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  17. Integrate with Quickbooks projects!

    Part of the draw with JobNimbus was its ability to integrate with Quickbooks. :/ Now we have to manually add our jobs into JobNimbus. We use the projects function in QB like the jobs in Nimbus.

    3 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to Designate an Estimate/Invoice to a "Class" that Will Sync with QB.

    QB has the ability to label everything to a certain category (or class) enabling the user to create reports to compare numbers between the different classes. Right now, we have to manually go to QB after syncing JobNimbus and change every estimate to add the proper classification. It would be nice if there was a way to select a class when creating the estimate in JobNimbus that would then sync with QB.

    2 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  19. QB Online NEEDS to be able to sync to multi-location

    Both companies need one jobnimbus file for ease of scheduling and I was so excited to find a CRM that does that but we may have to end our trial version or continue to use double entry because it does not have the option to sync with QB online multi-location. PLEASE fix this. We will have to switch software before our trial is up if you don't. And I finally got my office into using a CRM software and we like everything else

    2 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  20. Create a Sales Order that Will Convert to QB Desktop When a Sale is Made

    When a sale is made in JobNimbus (ex: when a status is changed to Proposal Accepted) then create a sales order that will sync with QB Desktop.

    1 vote

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
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