Thank you both for this video series. My business is 100% simple lawn mowing service. Unfortunately, I cannot use Jobber-Quickbooks Sync for invoices because Quickbooks insists on using Automated Sales Tax, which is incorrect for 90% of my customers (in Texas). I must collect state and county sales tax based on my office location (which has no other local tax), plus City/SPD/MTA sales/use tax based on customer location - and Quickbooks AST does not calculate this correctly unless the customer location does not have any City/SPD/MTA local taxes (which I don't know unless I manually check their address on the Texas Comptroller website). I've tried manually setting the correct custom and default taxes for each client and invoice in Jobber and each client in Quickbooks, but the Invoice sync always results in Jobber deferring to the Quickbooks AST calculations for sales tax, with no option to override. Editing the tax in QB then re-syncing results in the same sync error for each invoice. Now that we've learned the benefits and basic process for using Sync for businesses that don't have my particular tax issue, I would love to learn from you: 1) Would my business benefit from syncing everything other than invoices (i.e. Customers, Services, etc)? 2) If not, could you walk us through some best practices for manually updating Quickbooks based on Jobber reports? Thank you!
Thanks for watching...Have you gone into the QBO Sales Tax Center and played with the Sales tax settings there? They have an option to not charge sales tax. Indeed, it might take some playing around. You also may want to check out Avalara or another automated Sales Tax QBO add on and see if they have an elegant solution since the Sync is worthwhile for your business. However, to answer your questions: NO I would not bother with syncing for just lists. For manual updating check out our other video where I discuss cash vs accrual concepts and touch on some other options.
You're not alone, friend. I have this same issue. Mine is also a service business that has to charge municipal sales taxes at many locations where we perform service, and no matter what I do in Jobber or how I have things set in QBO, whenever I sync those invoices over to QBO it insists on recalculating the sales taxes - incorrectly. I've spent a lot of time on the phone with both QBO and Jobber this past week and have submitted feedback to Intuit multiple times. Jobber have tried everything they can to try to help; QBO just offers canned manual work-arounds. It's been broken like this for at least two years. I'm also exploring the path of "What if I just don't push invoices into QBO?" which then leads me to the another question, "If I don't, then why would I use QBO instead of FreshBooks or something else that is less aggressively hostile towards customers?"
@@BillKocik Hi Bill - Thanks for commenting. I am just as critical of Intuit. If it doesn't impact enough clients it's not worth their time to fix. However, Freshbooks will have other limitations. Let's also blame the tax code for such anti-business friendly practices.
@@qcoach You make an excellent point about the tax code. I'm about to write some Python code that loads my state's various tax tables up into memory, queries the USPS for the ZIP+4 I need, and then goes into the tables to figure out which tax rate(s) apply. I have noooo idea how most service businesses in my area are doing this. I actually reached out to my state's tax department to ask that very question and they were super unhelpful. "It's based on ZIP code." Yeah, I know that, but are services really loading up your CSV files every time they make a sale? It's crazy.
Can you address how to deal with jobber credit card payments matching bank records. The invoice paid has the full amount and the bank receives the fee reduced amount. Quickbooks wants to see the full invoice amount. Do I reduce the invoice in quickbooks before reconciling?
We are extremely heavy Jobber users with QBO online sync. I have been frightened to turn on syncing of "Jobber Payments payouts & fees" because we have 5 years of data that I am afraid the sync will somehow mangle. Do you know if old transactions are impacted? Or is it only new payouts and fees that have never been synced before that sync under the new system?
We are currently using Sage 50 Accounting. All of our products/services are managed under categories. For example when we sell something, that product goes under category 4090 (Installations). If we invoice using Jobber and we plan to switch to Quickbooks. One, does QBO do categorizing for sales and expenses? As, well if you make an invoice in Jobber does it keep the category or does it generalize it all under "sales"?
Hi there! I own a bookkeeping firm and specialize in QBO. You can categorize all your sales and expenses into the proper accounts and also create different sales accounts to show what products/services are top performers. As for Jobber I am pretty sure that it just shows up as sales but I could be wrong. Hope that helps!
@@qcoach I think you might have read what I wrote incorrectly. Like I said in the comment “as for jobber, I am pretty sure it just shows up as sales” (one acct on COA in QBO)
Any tips on syncing when I have two jobber profiles ( different locations) that need to sync to one single quickbooks company profile. Right now the second jobber profile throws error due to duplicate invoice numbers. Suggestion from jobber was to start invoice numbers higher on the second profile to deconflict. This does not seem like it would work if many more locations are added. Any advice would be greatly appreciated.
The A/R is the most important, you can also compare the P&L for reasonableness to get comfort, but consistent and detailed reconciliations of the A/R and cash is the most important.
I have a cleaning business and having trouble with this issue and I think I just need to hire someone that can help me out with running my quick book and knows how to using both jobber and quick book 😢
This was so helpful! Thank you
Great video, i started a new construction company and we use Jobber and QBO. Thank you
Thank you both for this video series. My business is 100% simple lawn mowing service. Unfortunately, I cannot use Jobber-Quickbooks Sync for invoices because Quickbooks insists on using Automated Sales Tax, which is incorrect for 90% of my customers (in Texas). I must collect state and county sales tax based on my office location (which has no other local tax), plus City/SPD/MTA sales/use tax based on customer location - and Quickbooks AST does not calculate this correctly unless the customer location does not have any City/SPD/MTA local taxes (which I don't know unless I manually check their address on the Texas Comptroller website). I've tried manually setting the correct custom and default taxes for each client and invoice in Jobber and each client in Quickbooks, but the Invoice sync always results in Jobber deferring to the Quickbooks AST calculations for sales tax, with no option to override. Editing the tax in QB then re-syncing results in the same sync error for each invoice.
Now that we've learned the benefits and basic process for using Sync for businesses that don't have my particular tax issue, I would love to learn from you:
1) Would my business benefit from syncing everything other than invoices (i.e. Customers, Services, etc)?
2) If not, could you walk us through some best practices for manually updating Quickbooks based on Jobber reports?
Thank you!
Thanks for watching...Have you gone into the QBO Sales Tax Center and played with the Sales tax settings there? They have an option to not charge sales tax. Indeed, it might take some playing around. You also may want to check out Avalara or another automated Sales Tax QBO add on and see if they have an elegant solution since the Sync is worthwhile for your business. However, to answer your questions: NO I would not bother with syncing for just lists. For manual updating check out our other video where I discuss cash vs accrual concepts and touch on some other options.
You're not alone, friend. I have this same issue. Mine is also a service business that has to charge municipal sales taxes at many locations where we perform service, and no matter what I do in Jobber or how I have things set in QBO, whenever I sync those invoices over to QBO it insists on recalculating the sales taxes - incorrectly.
I've spent a lot of time on the phone with both QBO and Jobber this past week and have submitted feedback to Intuit multiple times. Jobber have tried everything they can to try to help; QBO just offers canned manual work-arounds. It's been broken like this for at least two years. I'm also exploring the path of "What if I just don't push invoices into QBO?" which then leads me to the another question, "If I don't, then why would I use QBO instead of FreshBooks or something else that is less aggressively hostile towards customers?"
@@BillKocik Hi Bill - Thanks for commenting. I am just as critical of Intuit. If it doesn't impact enough clients it's not worth their time to fix. However, Freshbooks will have other limitations. Let's also blame the tax code for such anti-business friendly practices.
@@qcoach You make an excellent point about the tax code. I'm about to write some Python code that loads my state's various tax tables up into memory, queries the USPS for the ZIP+4 I need, and then goes into the tables to figure out which tax rate(s) apply. I have noooo idea how most service businesses in my area are doing this. I actually reached out to my state's tax department to ask that very question and they were super unhelpful. "It's based on ZIP code." Yeah, I know that, but are services really loading up your CSV files every time they make a sale? It's crazy.
Can you address how to deal with jobber credit card payments matching bank records. The invoice paid has the full amount and the bank receives the fee reduced amount. Quickbooks wants to see the full invoice amount. Do I reduce the invoice in quickbooks before reconciling?
We are extremely heavy Jobber users with QBO online sync. I have been frightened to turn on syncing of "Jobber Payments payouts & fees" because we have 5 years of data that I am afraid the sync will somehow mangle. Do you know if old transactions are impacted? Or is it only new payouts and fees that have never been synced before that sync under the new system?
Hi Mike, there will likely be some clean up, however I have not observed a full retroactive push of data like you are concerned about.
We are currently using Sage 50 Accounting. All of our products/services are managed under categories. For example when we sell something, that product goes under category 4090 (Installations). If we invoice using Jobber and we plan to switch to Quickbooks. One, does QBO do categorizing for sales and expenses? As, well if you make an invoice in Jobber does it keep the category or does it generalize it all under "sales"?
Hi there! I own a bookkeeping firm and specialize in QBO. You can categorize all your sales and expenses into the proper accounts and also create different sales accounts to show what products/services are top performers. As for Jobber I am pretty sure that it just shows up as sales but I could be wrong. Hope that helps!
@@macenkrauter578 I disagree. ALL sales in Jobber will syn co a SINGLE Chart of account in QBO as discussed in the video at the 10 minute mark.
@@qcoach I think you might have read what I wrote incorrectly. Like I said in the comment “as for jobber, I am pretty sure it just shows up as sales” (one acct on COA in QBO)
Any tips on syncing when I have two jobber profiles ( different locations) that need to sync to one single quickbooks company profile. Right now the second jobber profile throws error due to duplicate invoice numbers. Suggestion from jobber was to start invoice numbers higher on the second profile to deconflict. This does not seem like it would work if many more locations are added. Any advice would be greatly appreciated.
What reports do you pull to compare to QB's on a monthly basis to ensure that all the information is coming over accurately?
The A/R is the most important, you can also compare the P&L for reasonableness to get comfort, but consistent and detailed reconciliations of the A/R and cash is the most important.
Thank you!@@qcoach
I'm a bit confused by the discussion beginning at 10:00. Are we really limited to one account for sales?
Yes. It's a limitation for sure. This is a Jobber sync weakness.
I have a cleaning business and having trouble with this issue and I think I just need to hire someone that can help me out with running my quick book and knows how to using both jobber and quick book 😢
Feel free to reach out via our website.