CRM Connector Platform integration
+
QuickBooks Online + Jobber Integration
Keep Jobber and QuickBooks Online agreeing on customers and invoices, in both directions, automatically. Work gets invoiced in Jobber and lands in the books; customers created in either system appear in the other; a payment recorded in QuickBooks marks the Jobber invoice settled, and a Jobber invoice marked paid is recorded as a payment in QuickBooks.
- Jobber runs the work, QuickBooks runs the books, and they finally agree.
At a glance
What syncs between QuickBooks Online and Jobber
Direction words mean exactly what they say. Two way means changes flow in both directions and the platform keeps the two systems agreeing. One way means data flows from the source into the destination.
| Record type | Direction | What that means |
|---|---|---|
| Customers (contacts) | Two way | Created on either side appears on the other; names, company and address stay in step both ways. |
| Invoices | Two way | Created on either side appears on the other; dates and status stay in step both ways. |
| Estimates (quotes) | Two way | A QuickBooks estimate becomes a Jobber quote and the other way round; a decision follows. |
It works the same whichever way you start: installing from the Jobber marketplace, installing from the QuickBooks app store, or connecting both inside the app. Two way is a switch per record type, so you can run customers both ways and keep invoices one way, and turn either one on or off later from the integration's settings. You also pick which system leads per record type: when the same record changed on both sides between syncs, the leading side wins.
What is mapped
Customers, what is mapped
| QuickBooks Online | Jobber | Notes |
|---|---|---|
| First name (GivenName) | First name | |
| Last name (FamilyName) | Last name | A QuickBooks customer with only a display name is split sensibly. |
| Company name | Company name | |
| Email (PrimaryEmailAddr) | Set when the customer is first created. A later change to only the email is not carried across, because Jobber cannot update the email of an existing client. | |
| Phone | Phone | QuickBooks primary phone first, then mobile, then alternate. Set when the customer is first created, same limit as email. |
| Billing address | Billing address | Street, line 2, city, state, postal code, country. |
No duplicates
Before creating a customer in QuickBooks the platform searches by email and then by the display name it would use, because QuickBooks requires that name to be unique across every customer, vendor and employee. Before creating a client in Jobber it checks email and phone, and a phone number counts as the same person however it is written. An existing record is updated instead of duplicated.
QuickBooks name rules are handled for you
QuickBooks refuses certain characters in names and caps field lengths. The platform cleans and fits names automatically so a sync never fails on a colon in a company name.
Customer or lead
QuickBooks has no lead flag, so the platform proves it: a customer with at least one fully paid invoice counts as a customer. That powers the customers only and leads only sync filters.
What is mapped
Invoices, what is mapped
| QuickBooks Online | Jobber | Notes |
|---|---|---|
| Invoice number (DocNumber) | Invoice number | Each system keeps its own numbering. |
| Invoice date (TxnDate) | Issued date | Travels both ways. |
| Due date | Due date | Travels both ways. |
| Status (derived) | Status | Draft, sent, overdue, paid, voided. See the status story below. |
| Total | Total | Always the system's own calculated total. |
| Line items | Line items | Description, quantity, unit price per line. |
| Customer | Client | The invoice is always attached to the right person on both sides. |
Line items, honestly explained
Line items travel when the invoice is created on the other side, complete with description, quantity and unit price. After that, each system owns its own lines: a line edited later does not overwrite the other side. Jobber does not allow invoice lines to be edited through its API at all, and silently rebuilding lines in the books would be dangerous. Because QuickBooks keeps sales tax outside the lines, an invoice created in Jobber gets one extra line, Tax and other charges, for the difference, so a 54.00 QuickBooks invoice is a 54.00 invoice in Jobber too. The same happens the other way round.
QuickBooks numbers its own invoices
Invoices created in Jobber and pushed to QuickBooks keep their own QuickBooks number, so the books never get duplicate or conflicting numbers.
One anchor item, clean item list
Every QuickBooks invoice line must reference a product or service item. The platform uses the company's first service item as that anchor while keeping each line's own description, quantity and price, so the QuickBooks item list stays clean. Synced lines never touch the Jobber products and services list either.
In detail
Estimates and quotes
A QuickBooks estimate and a Jobber quote are the same document, and they sync both ways.
Created on either side, appears on the other
The customer, the date, the line items and the total. Like invoices, a total that is higher than its lines gets one Tax and other charges line so both totals agree.
The decision follows
A quote the customer approved in Jobber becomes an accepted estimate in QuickBooks, and a declined one becomes rejected. A decision already taken in QuickBooks is never pulled back.
Jobber decides in Jobber
Jobber lets only the customer or the office approve a quote, so an estimate accepted in QuickBooks does not approve the Jobber quote. A quote that arrives in Jobber from QuickBooks always lands as a draft: Jobber does not let an app send, approve or close a quote, so the office sends it from Jobber when it should go out.
Each system numbers its own
QuickBooks assigns its own estimate number and the two are never overwritten with each other. Lines are set when the record is created and are not rewritten afterwards; an expired QuickBooks estimate reads as expired.
In detail
The status story, both directions
Invoice status is where most integrations quietly break. This one keeps the two systems genuinely in step.
Paid
A Jobber invoice marked paid becomes a payment recorded in QuickBooks, applied to that invoice for the open balance, dated on the day it was paid. In the other direction, an invoice paid in QuickBooks is settled in Jobber using Jobber's own mark received. No fake payments, no double counting: the payment is always for the amount actually still open.
Sent
A sent Jobber invoice is stamped as sent in QuickBooks without emailing anyone, and a QuickBooks invoice that was emailed shows as sent in Jobber.
Overdue
Both systems judge overdue from the same due date, so they agree automatically.
Voided
A voided QuickBooks invoice is voided in Jobber with Jobber's own void, which leaves no write-off in Jobber's reports; a voided Jobber invoice is voided in QuickBooks with its own void operation.
Two honest limits
QuickBooks knows partially paid and Jobber does not, so a partially paid invoice shows correctly in QuickBooks and as sent in Jobber until it is fully paid. And QuickBooks cannot un-void an invoice at all, so reopening a voided one has to be done in both systems.
How the sync stays safe
Built to never damage your data
Change detection
Only records that actually changed are touched. QuickBooks supports server side changed since filtering, so a settled sync is fast and light on both systems.
Echo protection
On a two way sync the platform remembers what it wrote, so its own update coming back is never mistaken for a new change. No loops.
Contacts first, always
An invoice never syncs before its customer exists on the other side.
Updates never wipe fields
Every QuickBooks update is a sparse update: only the changed fields are sent, everything else is untouched. A full update would blank omitted fields, and this integration gets that right by design.
Version safe
QuickBooks locks every record with a version token; the platform reads before every write, so it can never overwrite a change someone just made in QuickBooks.
Filters and controls
You decide what travels, and when
Sync from date
Only invoices dated on or after a chosen date travel; ideal for going live without dragging years of history across.
Invoice trigger
Sync every invoice, only sent ones, or only paid ones.
Contact trigger
Everyone, customers only, or leads only.
Frequency
From every 30 minutes to every 3 days, per plan. Every 4 hours is included on every plan; faster intervals come with the higher plans.
Connecting
How QuickBooks Online connects
Official sign in (OAuth)
QuickBooks connects with its official sign in (OAuth): click Connect, sign in to QuickBooks, pick the company file, done. The platform is attached to that specific QuickBooks company. Disconnecting from the platform also disconnects the app at Intuit's side, so nothing is left behind.
Requirements
A QuickBooks Online account on any plan with invoicing, and at least one product or service item in QuickBooks if invoices will be created there.
FAQ
Questions about QuickBooks Online and Jobber?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Still not sure?
Tell us which systems you run and we will say exactly what syncs, in which direction, and what stays honestly one way.
Contact usMore integrations
Other systems that sync with Jobber
Ready to connect QuickBooks Online? Start your 7 day free trial
Sign in to QuickBooks Online and Jobber, confirm the proposed mapping, and watch the first sync run. No code, no workflows to build.
Minutes to first sync
Five wizard steps, fields matched for you, first sync starts straight away.
Two way where it truly works
Per record type, only where both systems can carry a change back.
7 day free trial
Once per account. Nothing is charged until the trial ends. Cancel any time.