syncing Quickbooks based on job status, not contact status
I would like to be able to sync to QB using job status, not contact status. We have multiple jobs for certain contacts, and need to be able to sync each job separately since they have their own invoice and data. Currently we are unable to use the QB sync at all even though we are set up for it.
Melissa Munro
shared this idea
Similar to how you can set the QuickBooks sync using statuses on the Contact Workflows, you can set the same sync settings for your Jobs by going to the Jobs Workflows tab in Settings and editing the workflows there.
Each status has a checkbox, and JobNimbus will only sync a job to QuickBooks when you arrive at the first status that is checked for the sync. If you have a “Lead” status on your job workflow, then you could leave this unchecked, but if you have a “Sold” or “Invoiced” that you want sent to QuickBooks, you can have that one checked so that it starts sending the job over to QB at that stage of the process.
As long as the Contact is already synced over to QB, the job will sync at the corresponding stage according to your settings.
If you need help setting this up, let us know!
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I would like to be able to sync job statuses with QuickBooks projects.
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Melissa Munro
commented
My issue with this is that I don't want all of our contacts automatically synced into QB. Many of them will not become customers and I don't want to clog our accounting software with hundreds of names. Is there a way to sync only contacts for jobs that reach a certain stage? Any creative work-arounds?
