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 for data entry errors, not to mention the substantial extra work needed.
MY WISH LIST:
1. Sych subcontractors between JN and QBO
2. At least a one way (JN to QBO) sync of job and work order costs so that we are not constantly double entering.
The double entering is exactly why we chose to migrate away from our previous CRM - If the pathways exist to transfer invoices and estimates to customers then they exist to transfer from workorder to bill for subcontractors. With the new Beacon integration I am hopeful that it can also include the ability for our orders to automatically sync into QBO as bills. Is that in the future?