QuickBooks Online to Jobber integration
Your QuickBooks Online customers and invoices, ready in Jobber
CRM Connector brings QuickBooks Online customers, invoices and estimates into Jobber, one way: customers become clients, estimates arrive as draft quotes, and an invoice paid in QuickBooks is marked received in Jobber. An accepted estimate can become a job, so the books stay in QuickBooks and nobody retypes them for the crew.
- Official sign in for both
- Jobber stays the system of record
One way, into Jobber
At a glance
Customers, invoices and estimates arrive in Jobber and stay current, payments and voids included.
What syncs
- ClientsOne way
- InvoicesOne way
- QuotesOne way
- Accepted estimates into jobsOne way
Good to know
- Payments are counted once, in QuickBooks
A QuickBooks payment marks the Jobber invoice received, so your books hold the money and Jobber knows it arrived.
- Sub-customers land on their customer
An invoice or estimate filed under a QuickBooks job or site arrives on the Jobber client of the customer above it.
How it runs
One way, into Jobber
QuickBooks Online sends and Jobber receives, for every record type. A change made in Jobber stays there and is never sent back into QuickBooks Online.
Options for QuickBooks Online and Jobber
- Only invoices from a date you pick
- Only sent, overdue or paid invoices
- Only invoices above an amount you pick
- Everyone, customers only or leads only
- Only accepted estimates
Record by record
What flows from QuickBooks Online into Jobber
Which QuickBooks Online field matches which Jobber field, and what each change does.
One way, from QuickBooks Online into Jobber
Fields- Company nameOn every changeCompany name
- Given nameOn every changeFirst name
- Family nameOn every changeLast name
- Billing addressOn every changeBilling address
- City, state, postal code, countryOn every changeCity, province, postal code, country
- Primary emailWhen createdEmail
- Primary phoneWhen createdPhone
- Has paid invoicesEach works it outLead or client
It happens in QuickBooks Online, then in Jobber
A new customer
- Looked for in Jobber on email, then phone.
- Updated when found, created as a Jobber client only when nothing matches.
Name, company or address changes
The same change is made to the Jobber client on the next sync.
Email or phone changes later
Not carried: email and phone are set when the client is created, and from then on your team keeps them current in Jobber.
- QuickBooks sub-customers (jobs and sites) do not become clients of their own: their invoices and estimates land on the Jobber client of the customer above them.
- Jobber marks a lead as a client from the work attached to them, so the invoices and quotes that arrive are what earn that status.
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.
Customers become Jobber clients, invoices become Jobber invoices, estimates become draft Jobber quotes, and an accepted estimate can become a Jobber job.
Jobber's own integration sends records from Jobber into QuickBooks Online.
CRM Connector works the other way and keeps going after the first sync:
- Customers, invoices and estimates made in QuickBooks Online keep arriving in Jobber
- An invoice paid in QuickBooks is marked received
- An accepted estimate can become a job
Let only one of the two handle the same customers and invoices, or a record can come back as a copy.
Ask your AI assistant
Ask ChatGPT or Claude about QuickBooks Online and Jobber
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Missing a record type or a rule?
What else should come from QuickBooks Online into Jobber?
A record type, a filter or a stage rule between QuickBooks Online and Jobber that would save your office a step? Tell us what should arrive in Jobber and when.
Get started
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Sign in to QuickBooks Online and Jobber, confirm what flows into Jobber, and watch the first sync run.