JobBOSS | Ideas

Quickbooks Integration should pass Tax info and Payment Terms From JB to QB on Invoices and Customers

JB QuickBooks Integration v5.5 seems to be  a total waste of time.  Invoices that are created by the Quickbooks Integration do not pass along JB info about Sales Tax or Payment Terms! So to get around this you have to edit the customer file in Quickbooks and set each accordingly.  That is fine for existing customers already in QB unless they decide to change their payment method for the order or they are a contractor which many of our customers are and taxes are based on where the order is shipping to.  This makes our accounting have to double check every invoice with Sales orders in JB this is a complete waste of time. If I create a new customer in Jobboss then sync to Quickbooks it does not populate any of the tax setting, payment setting, main email or website into the Quickbooks customer file. So you have to manually enter all the info again in Quickbooks what a giant waste of time again.  If I create a new customer in Quickbooks first then run the sync to JB It still doesn't transfer any of the Payment Settings or Tax Settings to that customer in JobBOSS so again I have to edit each customer twice.  We have a current customer list in quickbooks in the range of 12,000 that is a bunch of time just wasted to enter something that's already entered! I suggest that a fix should be released for this utility as it doesn't actually do what it should which is integrate with Quickbooks. Are you aware that this is how this program works? Are you planning a fix for any of this? What are my options other than being forced to buy your accounting module and drop Quickbooks completely?

  • Brian Quinn
  • Jan 23 2018
  • Future Consideration
  • Attach files
  • Garth Torgeson commented
    July 26, 2018 17:03

    I agree - Double checking efforts is ludicrous. The purpose of the integration is to avoid duplicating the data. Please allow ALL data from JB to pass through to QB completely?