![]() Display names should be changed in QuickBooks and then will update in Jobber on your next sync. Clients will appear as a Company in Jobber if there is only a Company name in QuickBooks and no first or last name, or if the Display name is different from the first and last name.If you’ve created a client without an email address in Jobber, it will sync to QuickBooks with the preferred delivery method set to 'Print'.Our sync relies on the client's billing address, any changes to a billing address must be done in your QuickBooks account and then you can run a sync to update that client in Jobber.If you have clients in both accounts, let us help! Contact our Success Team at a sync is taking place, Jobber looks at the First and Last Name fields in QuickBooks to try and determine if they are the same client/customer. To avoid any duplication of clients when syncing it's best that either your Jobber account or your QuickBooks account does not have any clients in it to start. Regardless of where the client has been created, it will sync into the opposite program. In Jobber, if a client has a lead label (available on select plans) it will sync to QuickBooks.Both Archived and active clients sync from Jobber to QuickBooks.Only Active customers in QuickBooks will sync with Jobber. ![]() After the initial sync, if you need to update the customer's display name, that edit must be done in QuickBooks in order to update the client's name in Jobber.Sync both ways between Jobber and QuickBooks. ![]() To do this click the QuickBooks icon > Sync & Settings.Ĭlients are the foundation of our sync, so they cannot be unchecked. In Jobber you can select which items you would like to sync with QuickBooks. Note: Each QuickBooks account can only connect to one Jobber account at a time. This article will cover how the following items sync: You can check out our QuickBooks Online Sync Error Messages article to learn how to resolve them. If that happens, we'll let you know right away on the Sync & Settings page and also by sending an email to the admins on your account. Jobber and QuickBooks are two different systems so you may find that when you sync an error occurs. If you have any questions about your plan's features or pricing, our support team is here to help! ![]() To check what plan you're on, navigate to the Gear Icon > Account and Billing. The QuickBooks Online integration is available on select plans. ![]()
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