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How to Integrate Jobber with QuickBooks?

If you own a business offering home services like lawn care, pest control, or painting, chances are you are already using Jobber. It is a comprehensive platform meant to aid businesses in organizing and monitoring operations ranging from scheduling jobs to collecting payments. This web-based platform simplifies repetitive tasks by automating them. Jobber sports a user-friendly and intuitive panel while also providing critical support documents and tutorials to help adjust to the software. The platform can be acquired annually or monthly, allowing business owners to flexibly purchase the required resources. Jobber also comes packed with a variety of tools and applications that simplify business operations, customer service, and job management. On top of its extensive list of features is its ability to integrate with third-party applications, streamlining operational flow and enhancing performance. This article details why and how to integrate Jobber with QuickBooks.

What Are the Advantages of Integrating Jobber with QuickBooks?

Some of the benefits you can expect from integrating Jobber and QuickBooks are listed below.

  • Time-tracking data is easily transferred between the two, simplifying payroll processing. The integration ensures that the job costs and hours are correctly synced, which in turn guarantees employees are correctly paid.
  • The automation ability that comes in-built into Jobber allows repetitive tasks to be automated to improve operational workflow and efficiency.
  • The data synchronization allows both software to have access to all customer-related information, ensuring that all transactions are accurately recorded and easily accessible.
  • Invoices generated in Jobber are synced to QuickBooks, while the payments recorded in the latter are reflected in the former. This streamlines the billing process and ensures the accuracy of financial data.

How to Integrate Jobber with QuickBooks?

While it is possible to manually import data from Jobber to QuickBooks Desktop, the software does not support automatic sync. However, you can integrate QuickBooks Online with Jobber, for which the steps are mentioned below.

  • Log into Jobber and click on Apps from the navigation bar. Select QuickBooks Online from the list to continue.
  • On the integration page, click on Connect and log in with your QuickBooks Online credentials. Then click on Allow access.
  • For first-time integrations, you will have to select the clients, products, and services from QuickBooks to Jobber. The steps for this are:
    • Click on Connect to QuickBooks
    • Toggle on/off the items you want to import and click Continue
    • Check the summary and then click on Start import

The sync will take a few minutes to complete, and you will receive notifications for any errors during the sync.

Apps4Rent Can Help with Jobber and QuickBooks Integration

The combined processing and data tracking capabilities of Jobber and QuickBooks will greatly enhance your organization’s performance. With the customized user experience, Jobber offers to small businesses offering professional house services and the unparalleled accounting ability that QuickBooks brings, business owners can look forward to a streamlined workflow that enhances operational performance and financial accuracy. The task of integrating the two, while simple, can sometimes hit roadblocks you may not be able to surpass on your own.

As an Intuit Authorized Hosting Provider, the Apps4Rent team has extensive QuickBooks hosting experience and can help you integrate it with Jobber to elevate your business. Contact our expert support staff, who are available throughout the day, by phone, chat, or email to learn how we can help you take things to the next level!

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