Jobber and QuickBooks: Sync Errors with Invoices and Payouts
Nexus Financial
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Jobber and QuickBooks: Sync Errors with Invoices and Payouts
883 просмотра · 1 год назад
Nexus Financial
290 подписчиков
883 просмотра · 1 год назад
Hey Jobber & QuickBooks users! Are you having trouble fixing the sync errors between the software? In today's video I talk about some common sync errors such as invoice amounts not matching, payouts not syncing, and customer names not syncing over.
Chapters:
0:00 Introduction
0:18 Navigate to Sync Integration Page
2:05 Invoice Error Example, mismatched amounts
3:37 Payout Error Example, no quote to match payment to
5:12 Invoice Error Example, tax added in QBO
7:01 Product Error Example, did not sync to QBO
7:34 Payout Error Example, push invoice over first
8:30 Customer Name not sync'd
9:25 Closing Remarks, how to contact me!
My name is Megan Schlichtmann, I am the owner of Nexus Financial and I help businesses across the country with by maintaining their Jobber & QuickBooks sync with monthly bookkeeping. If you have questions, drop it in the comments or email me at megan@financialsbynexus.com. You can book a free consultation call here: https://calendly.com/financialsbynexu...