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Accounting integrations

Every invoice in your books, automatically

With JobTek Professional, connect to Xero, QuickBooks Online, Sage Accounting or FreeAgent. Invoices and credit notes go across as they're ready, payments stay in step, and your bookkeeper gets clean records without retyping a thing.

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The JobTek billing dashboard showing outstanding, overdue, draft and sent invoices.

Your office and your accounts, in perfect agreement

Invoices go across the moment they're finalised or sent, and payments come back on a regular schedule. Because JobTek's balance updates as each payment is imported, invoice reminders stop for anything your bookkeeper has already marked as paid. Everyone works from the same numbers.

Four leading accounting platforms

A service business owner and bookkeeper checking a JobTek invoice in Xero.

Xero

Invoices, credit notes and payments sent across, with payments made in Xero brought back automatically.

See Xero A cleaning business owner and finance colleague reviewing a JobTek invoice in QuickBooks Online.

QuickBooks Online

Invoices and credit notes sent across, with payments synced both ways.

See QuickBooks Online An electrical contractor and accounts manager reviewing a JobTek invoice in Sage.

Sage Accounting

Invoices kept up to date and payments in step, for Sage Business Cloud Accounting.

See Sage An owner-led plumbing business reviewing JobTek invoices in FreeAgent.

FreeAgent

Invoices kept up to date, with payments explained in FreeAgent brought back.

See FreeAgent

Every amount lands exactly where your bookkeeper wants it

During setup, JobTek reads the accounts and tax rates from your software and you choose where everything goes. Send labour and materials to different income accounts, hold deposits in a liability account, and give Stripe, GoCardless and PayPal receipts each their own clearing account, so bank reconciliation is effortless.

For your accountant

Share our page for accountants and bookkeepers, which explains exactly what lands in the books.

See the page for advisers

Making Tax Digital

See how JobTek keeps your MTD records complete, straight from the job.

Making Tax Digital

Up and running in minutes

JobTek Professional

Accounting connections are part of JobTek Professional.

Connect

A JobTek administrator signs in to your accounting software and approves the connection.

Map

Choose the income, deposit, payment and tax mappings with whoever keeps your books.

Send

Send your first invoice across and see it arrive, perfectly mapped.

An invoice on its way to your accounts

  1. 1Finalised or sent

    Finalising or sending the invoice in JobTek queues it for export automatically.

  2. 2Exported

    The invoice goes across with your mappings, and JobTek keeps the reference your software gives it.

  3. 3Matched

    That reference links every later update and payment to the same invoice.

  4. 4Paid

    Payment imports run on a schedule, and every export is logged in the sync history for complete visibility.