Jobber & QuickBooks: Chart of Accounts Setup Explained

Need help fixing Jobber and QuickBooks sync issues? Book a consultation with Nexus Financial, a bookkeeping firm specializing in Jobber + QuickBooks integrations for service-based businesses. 🌐 Book a Consultation: https://calendly.com/financialsbynexu... Learn More: https://financialsbynexus.com/ If you use Jobber and QuickBooks, properly setting up your Chart of Accounts mapping is one of the most important steps to maintaining accurate financial reports. In this video, I explain how I configure the Jobber + QuickBooks integration for my bookkeeping clients and why each Chart of Accounts setting matters. We'll walk through how Jobber Payments, merchant processing fees, and tips should flow into QuickBooks so your Profit & Loss and Balance Sheet stay accurate. One of the most common mistakes I see is businesses mapping accounts incorrectly or leaving the default settings in place. While the integration still works, it often leads to confusing financial reports, merchant fees showing in the wrong section of the Profit & Loss, or tips being recorded incorrectly. I'll also show you how to move Jobber merchant fees from Other Expenses into your regular operating expenses and explain when to use an Undistributed Tips account versus a Tip Income account. If your Jobber and QuickBooks integration isn't giving you reliable financial reports, or you're unsure whether your Chart of Accounts is set up correctly, this video will help you understand the reasoning behind each setting. In this video, I cover: 00:00 Introduction 00:15 Why Chart of Accounts mapping matters 00:32 Finding the Jobber + QuickBooks integration 00:59 Opening the Chart of Accounts settings 01:12 Mapping your Jobber Payments payout bank account 01:31 Setting up Jobber merchant processing fees 01:57 How to handle tips correctly 02:24 Merchant fees vs. Jobber subscription costs 03:54 Viewing merchant fees on the Profit & Loss 04:40 Moving merchant fees out of Other Expenses 04:58 Editing the Chart of Accounts in QuickBooks Online 06:08 Understanding the Undistributed Tips balance 07:34 When to use a Tip Income account instead 08:04 Year-end considerations for tips 08:17 Final thoughts If your Jobber and QuickBooks setup is creating bookkeeping headaches, your Chart of Accounts isn't mapped correctly, or your financial reports don't seem accurate, Nexus Financial specializes in helping service businesses clean up their books, maintain their Jobber and QuickBooks integration, and build reliable financial reporting you can trust. Recommended Software: ⚡ Jobber https://www.getjobber.com/plp/nexus-f... 💰 Gusto Payroll https://gusto.com/invite/company-refe... 📊 QuickBooks Online Connect With Nexus Financial: 🌐 Website: https://financialsbynexus.com/ 📸 Instagram:   / nexus_financialllc   Megan Schlichtmann Founder | Nexus Financial Jobber + QuickBooks Integration Specialist Monthly Bookkeeping | Cleanup | Consulting #Jobber #QuickBooks #Bookkeeping #JobberIntegration #QuickBooksOnline #SmallBusinessAccounting #ServiceBusiness