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Robbie Thomae

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  1. Sync Budgets/Job Costs With Quickbook

    81 votes

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    Started  ·  16 comments  ·  Financials » Budgets & Job Costing  ·  Admin →
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    Robbie Thomae commented  · 

    100% Agree. The sync is already established between QB and JN so why not map a new set of fields in the financial tab of each contact/job called "Job Costs" or "COGS" that sync directly into JN. This has several advantages.
    1. From a sales representative perspective, it allows for full transparency of their actual job margins and commission payouts.
    2. From a production manager perspective, (this assumes that most production managers do not have access to their companies QB account since that is typically reserved for owners and bookkeepers) it allows for a more complete analysis of the job and ability to more efficiently discover and address inconsistencies.
    3. From an economy of motion perspective, it simply reduces the amount of work required to make a meaningful comparison between budget vs. actual because these job costs would no longer have to be manually entered.

    Robbie Thomae supported this idea  · 

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