JobNimbus Feedback

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Integrations

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  1. Sync Budgets/Job Costs With Quickbook

    So all appropriate parties could see actual current expenses to compare to their job budgets.

    38 votes

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    Viewed  ·  8 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    18 votes

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

    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!

  3. 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.

    18 votes

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    Viewed  ·  6 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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

    12 votes

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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. Sync JobNimbus ID # to Quickbooks

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

    10 votes

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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  8. more options for integrations with QB with JN (post date 1/24/17)

    (1) It's great the JN allows us to choose which way to sync overall for QB with JN (QB to JN, JN to QB, or both ways) but it would be really nice if it was per each option. For example, I would like to have JN send contacts that have a contact type field as "client" to QB and JN to send Jobs to QB; however I want only QB to send JN estimates and invoices and purchase orders.

    (2) I also don't understand why once the integration with JN and QB is established there is no way to…

    8 votes

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    Viewed  ·  4 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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 →
  11. Multi-Location support for QuickBooks Online

    We have 2 companies - 2 sets of QB online 1 for each company. Was excited to see that I could have 2 companies/locations within JobNimbus, but that excitement went away when I went to sync with my books and found out it wasn't an option to sync WI Customers with WI books and IA customers with IA books. If you would be a little thought behind this I think you would find it would not be to difficult to sync 1 location in Job Nimbus to one QB online log in and the other location to another QB online…

    5 votes

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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. 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 →
  15. Ability To Sync With Quickbooks In Multi-User Mode

    Right now we have to be in single user mode in order to sync. We have 4 people in Quickbooks all the time doing reconciliation, bank charges ect.

    It would be great if we can stay in multi user mode and still sync.

    4 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. 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 →
  18. 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 →
  19. Enable two-way sync of active / archived statuses of jobs & customers to QuickBooks

    I noticed that a lot of my Jobs and Customers are archived in JobNimbus, but still active in my synced Quickbooks Online company. JobNimbus needs the ability to make customers and jobs automatically go "inactive" on Quickbooks when their status becomes "archived" on JobNimbus.

    This is important because I'm integrating Tsheets with Quickbooks and there is too much clutter due to inactive jobs/customers as employees have to clock-in on an active job. After using JobNimbus for less than a year, I already have 1500 customers to sort-through manually on QuickBooks and am concerned that I'd also have to re-activate those…

    3 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to Sync ONLY Jobs to QuickBooks (without Contacts)

    JobNimbus currently can sync to Quickbooks online but it requires a match to contacts. This causes a problem when you only want to link jobs (including the jobs invoices, payments, and purchase orders) and therefore this along with the inability to unmatch and rematch jobs caused me to break my synchronization of the two softwares.

    Recently QBO (We have their Plus version) launched PROJECTS and it is very helpful but I am not seeing the value still of syncing with JobNimbus.

    QBO allows for up to 4 levels of subcustomers. JobNimbus allows for 2 levels.

    QBO sets up best for…

    3 votes

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

    Our experience with QuickBooks has been that there needs to be a parent record (in this case, Contacts) and we haven’t heard anything new on the development side from QuickBooks but it’s possible they made updates that change this.

    Our dev team has been made aware and will investigate.

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