Jobber ↔ QuickBooks: Quotes, Jobs & Invoice Sync

jobber • quickbooks • zapier

jobber quickbooks integration invoices

Overview

Keep Jobber operations in sync with QuickBooks for accurate invoices and AR.

Steps

  1. Trigger: Jobber – New/Updated Invoice
  2. Upsert Customer: QuickBooks customer by email
  3. Create/Update Invoice: mirror line items and taxes
  4. Payment Sync: on QuickBooks payment, update Jobber job status
  5. Exceptions: flag mismatched taxes or missing products to a review queue

Book Your Efficiency Kick-Start