Sync JobNimbus ID # to Quickbooks
Job ID for Jobs, Contact ID for Customers, and vendors show within the notes on QuickBooks.
15
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Sherri Simms
shared this idea
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Danielle Herrera
commented
This is causing double the work and too much time wasted. Our previous CRM was able to sync this information. Wanting advise from anyone who might be in the same boat and has a solution (until Jobnimbus can add this feature) for now. We have two separate employees who manage our overall data/financial entries. Our accountant who manages our quickbooks semi records our accounts payable and our office manager records majority of our accounts payable and all accounts receivable (which is perfect because accounts receivable syncs to quickbooks). Any advise would be greatly appreciated!