Quickbooks

Quickbooks integration overview.

Kosta Panagoulias
Written by Kosta PanagouliasLast update 4 months ago

This is a brief video showing you how to integrate your Quickbooks account to Jobtable in a few clicks.

Now you can leave Quickbooks to your accountant and manage your construction business properly!

A few important things to note:

  • This is a one-way sync. What this means is that data will only move from Jobtable to Quickbooks, and not the other way around.

  • Any approved Quotations from Jobtable will sync to Quickbooks.

  • Any created Invoices from Jobtable will sync to Quickbooks.

  • Any paid, or partially paid invoices from Jobtable will sync to Quickbooks.

  • Any new Clients you create from Jobtable will sync to Quickbooks.

  • Any new Line Items you create from Jobtable will sync to Quickbooks.

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