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JobNimbus Feedback

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Integrations

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31 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.

    1 vote

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  2. Sync Vendors in QBO

    The ability to sync vendors to QBO.

    4 votes

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  3. 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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  4. 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

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  5. 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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  6. 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

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  7. 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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  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. 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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  10. Canada tax codes mapping

    Map Quickbooks tax rates to QB tax codes for Canada companies

    1 vote

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  11. Sync supplier payments and commissions from QBO to JN

    Sync supplier payments and commissions from QBO to JN

    3 votes

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  12. Integration with Freshbooks

    Ability to integrate/sync JN with Freshbooks for bookkeeping

    1 vote

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  13. Multi-location sync with Quickbooks Online

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

    7 votes

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  14. 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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  15. 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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  16. Sync Job # to company name in QBO

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

    1 vote

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  17. Hide/Delete errors from the sync error report.

    Hide or delete QB sync errors that are not needed.

    4 votes

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  18. 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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  19. 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

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  20. Job Account Address to Sync to QB Ship To Address - so Sales Tax reports will be accurately

    Job Address should sync with QB Ship To Address so Sales Tax will report accurately. Currently we have to manually update the the addresses in QB (on every friggin job account in WA state) so the Parent name and address shows in the Bill To field and the Job Name and Address will show in the Ship To field - which is where QB pulls the tax rate from.

    4 votes

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