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Josef Handwerker

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    Josef Handwerker commented  · 

    1. When i Synced with QBO, customers that had estimates, invoices & paid invoices came along with the contact info, however, the status in job nimbus didn't change. So now we have to back track and change statuses on all past contacts.

    2. When I Make an estimate or invoice in QBO, I write up the job in a description box..then I'll write a new line under my PRODUCT with a 1 QTY and a total price..Problem is when the program synced to Job nimbus, only the Line with qty & Price syncs..leaving us with an inclomplete estimate/invoice

    3.The way we account for Job costing is the way most people in our industry do it. We dont enter a PO or WO, we just enter the bill after the fact & run a report in QBO.
    So what we will do is enter a billable expense in QBO & it will show up on the report against the invoice ( we wont invoice off the billable expense, we make it billable or else it wont show up on the report, one of the problems with qbo) When we imported & synced QBO, no billable expense shows up in the contact.
    What would be great is if the billable expense would show up in job costing & the bill will also sync with QBO so we can enter bills for customers in Job nimbus or vise versa.

    Josef Handwerker supported this idea  · 

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