Integrations
23 results found
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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 -
Sync Vendors in QBO
The ability to sync vendors to QBO.
4 votes -
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 -
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".
5 votes -
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.
5 votes -
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 -
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 -
Sync supplier payments and commissions from QBO to JN
Sync supplier payments and commissions from QBO to JN
3 votes -
Multi-location sync with Quickbooks Online
Ability to sync multiple locations within one JN account to Quickbooks Online
7 votes -
Hide/Delete errors from the sync error report.
Hide or delete QB sync errors that are not needed.
4 votes -
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 -
Sync for QuickBooks ONLINE classes
Why does class syncing only work in the desktop version? Any plans to add it to QuickBooks Online?
11 votes -
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 -
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 -
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 -
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.
17 votes -
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.
7 votes -
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.
30 votes -
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…
15 votes -
Quickbooks A/P sync
We had expected it would have this feature as our last project management software did. We need to know our cost for each job before we can know what to bill the customer. Now we need to enter the information in both places. It takes more time than ever.
24 votesWe apologize that this wasn’t clear and that this is causing you more work. Definitely not something we want to do!
We have plans to update the estimating and budget systems to help you cost out your jobs better, that will help.
We’ll let you know when that becomes available!
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