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JobNimbus Feedback

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Integrations

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31 results found

  1. Import Estimates, Work Orders, Etc from Excel or other Estimating Program

    I do most of my estimating in Excel or another Estimating program. It would be really nice to quickly import my estimates and work orders into JobNimbus rather than having to manually enter all of my takeoff amounts again.

    In addition adding some more reporting capabilities like Job Cost Codes or Item Numbers (or even just custom fields) would make it easier to use with other accounting systems than QuickBooks. This is really the biggest thing holding us back from adding more departments to JobNimbus.

    32 votes

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    Viewed  ·  9 comments  ·  Bookkeeping  ·  Admin →
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  2. 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

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    Viewed  ·  6 comments  ·  Bookkeeping  ·  Admin →
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  3. 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 votes

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    2 comments  ·  Bookkeeping  ·  Admin →
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    We 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!

  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.

    16 votes

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    2 comments  ·  Bookkeeping  ·  Admin →
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  5. 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

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  6. Sync JobNimbus ID # to Quickbooks

    Job ID for Jobs, Contact ID for Customers, and vendors show within the notes on QuickBooks.

    14 votes

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  7. TSheets Integration for Time Tracking

    For total project management it would be nice to sync with tsheets for time keeping in the field. We currently use tsheets and it works well but doesnt sync with JN

    13 votes

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  8. 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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    1 comment  ·  Bookkeeping  ·  Admin →
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  9. 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…

    8 votes

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  10. Multi-location sync with Quickbooks Online

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

    7 votes

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  11. 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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  12. 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

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  13. 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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  14. 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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    1 comment  ·  Bookkeeping  ·  Admin →
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  15. 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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  16. Sync Vendors in QBO

    The ability to sync vendors to QBO.

    4 votes

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

    Hide or delete QB sync errors that are not needed.

    4 votes

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  19. 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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    2 comments  ·  Bookkeeping  ·  Admin →
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  20. Sync supplier payments and commissions from QBO to JN

    Sync supplier payments and commissions from QBO to JN

    3 votes

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