/ Systems architecture  ·  Jobber

Jobber and QuickBooks Online, connected after the data is clean.

Most Jobber and QuickBooks setups got connected before anyone cleaned the customer, item, tax and payment data. The sync is good once the foundation under it is right. I clean it up so deposits tie, items make sense, and you finally see profit by crew and job. Every engagement starts with a fixed-fee diagnostic.

Book a Call See all systems work
01  What the first pass usually finds

Higher volume, short jobs, and lists that have gone messy.

Home-service shops move fast. When Jobber and QBO were wired together before cleanup, the thread between what happened in the field and what landed in the books gets lost.

01

Duplicate customers and a tangled item list

The products and services list has grown by accident, so reporting cannot be trusted.

02

Jobber Payments that do not reconcile

Gross payments, fees and deposits are mixed, so the bank reconciliation eats hours every month.

03

Tax codes that do not hold through the sync

HST handling drifts between Jobber and QBO, which creates filing risk.

04

No view of profit by crew or job

Jobber cannot produce it on its own, so nobody knows which work actually makes money.

These are the kinds of issues I see at a typical home-service contractor on Jobber and QuickBooks Online. They are representative, not a guarantee.

02  The build

Clean the foundation, then let the sync do its job.

A fixed-scope Jobber sprint, $2,500 to $3,000 plus HST, roughly 10 to 15 hours. Only offered after the audit says it is worth doing.

01

Duplicate cleanup and a proper item structure

Fix the customer list and build a products and services structure reporting can rely on.

02

Jobber Payments reconciliation

Tie gross payments, fees and deposits to the bank so cash stops being a monthly hunt.

03

QBO Projects or Classes

Set up the structure so crew and job profit actually show up in the books.

04

Sync set on purpose

One-way or two-way sync configured deliberately, not left on the default that caused the mess.

03  Common questions

Jobber and QuickBooks, answered.

Does Jobber sync with QuickBooks Online in Canada?
Yes, and it is good once the foundation under it is clean. Most problems come from connecting Jobber and QBO before the customer, item, tax and payment data were ever cleaned up.
Why do my Jobber deposits not reconcile in QuickBooks?
Jobber Payments post differently than the deposits that land in the bank. A clearing setup ties gross payments, fees and deposits so the bank reconciliation stops being manual.
What does it cost?
It starts with a $750 plus HST Diagnostic Audit. A full Jobber sprint runs $2,500 to $3,000 plus HST on a fixed scope, only if the audit shows it is worth it.
Is this bookkeeping?
No. I fix the software and the accounting workflow so the books your bookkeeper keeps come in clean. See the page for accountants.
/ Next step

See profit by crew and job.

The $750 + HST Diagnostic Audit shows exactly where Jobber and QuickBooks break, and which fix is worth your money.

Book a Call On ServiceTitan instead?