![]() Taxable status: Is this item exempt from tax or do you charge tax on it?.Unit price: What your client pays for a product or service.Description: A description of the product or service.Name: The name of the product or service. The name field of the product or service will inform each program whether a new item needs to be created or already exists.Note: When a new item is created in Jobber or QuickBooks, it will appear as a service - if this item is a product, once it has synced to QuickBooks edit it in QuickBooks to update the item type to product.Item type: Is this is a product or service?.The fields that sync on products and services are:.Deleting a product/service in one program does not remove it from the other, so if you need to delete an item, make sure to delete it out of both programs.If changes need to be made to the item, they must be done in QuickBooks to keep everything in sync. Although this is a two-way sync, QuickBooks is the source of truth for this sync.When a product is used on an invoice, when that invoice syncs to QuickBooks the quantity of the product on the invoice will be deducted from your inventory in QuickBooks. Products in Jobber that are added in QuickBooks as inventory will update your quantity on hand in QuickBooks.Bundles in QuickBooks do not sync over to Jobber. Inventory items created in QuickBooks will sync as products to Jobber. Services or non-inventory items created in QuickBooks will sync as services to Jobber. Products and services created in Jobber will sync to QuickBooks as services, regardless of what they show in Jobber. Only Active products and services in QuickBooks will sync to Jobber.Sync both ways between Jobber and QuickBooks.While QuickBooks will let you create sub-customers under sub-customers, Jobber will only sync 1 level deep and will not be able to bring these over.Īny properties created in Jobber will not sync to QuickBooks. Sub-customers will sync to Jobber as properties as long as the sub-customer has a shipping address that is different than the customers'. In QuickBooks, a customer can have multiple sub-customers.Ī customer in QuickBooks will sync to Jobber as a client. In Jobber, a client can have multiple properties. Display names should be changed in QuickBooks and then will update in Jobber on your next sync. Clients will appear as a Company in Jobber if there is only a Company name in QuickBooks and no first or last name, or if the Display name is different from the first and last name.If you’ve created a client without an email address in Jobber, it will sync to QuickBooks with the preferred delivery method set to 'Print'.Our sync relies on the client's billing address, any changes to a billing address must be done in your QBO account and then you can run a sync to update that client in Jobber.If you have clients in both accounts, let us help! Contact our Success Team at a sync is taking place, Jobber looks at the First and Last Name fields in QuickBooks to try and determine if they are the same client/customer. ![]() To avoid any duplication of clients when syncing it's best that either your Jobber account or your QuickBooks account does not have any clients in it to start. Regardless of where the client has been created, it will sync into the opposite program.
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