JobTek invoices, ready for QuickBooks Online
Connect your QuickBooks Online company and JobTek exports invoices and credit notes using the products, income accounts and tax settings you've mapped. Payments flow both ways, so the balance always agrees.
What the QuickBooks connection covers
Everything follows the QuickBooks settings you choose during setup.
Invoices and credit notes
Exported once they're finalised or sent, with the customer and lines mapped to your QuickBooks settings.
Payments both ways
JobTek payments go to QuickBooks, and payments recorded in QuickBooks come back to the invoice.
Your chart of accounts
Separate income accounts for labour and materials, with a clearing account for each online payment provider.
Credit notes in step
Corrections raised as credit notes in JobTek go straight across to QuickBooks.
Connected in three steps
- 1Connect
An administrator signs in with Intuit and approves access to the company.
- 2Map
Choose the income, deposit, payment and tax settings JobTek should use.
- 3Send
Send your first invoice and see it arrive in QuickBooks, ready to go.
QuickBooks questions
Which plan includes the connection?
JobTek Professional.
When do payments recorded in QuickBooks reach JobTek?
Payment imports run on a regular schedule. Once a payment is imported, the invoice balance updates and reminders stop when it's paid in full.
Where do Stripe, GoCardless and PayPal receipts go?
Each provider's payments can go to its own clearing account in QuickBooks, so reconciliation is effortless.
Your bookkeeper will love it
No more typing invoices twice and no more copying payments between systems. Every invoice your team raises in JobTek arrives in QuickBooks Online with the right customer, lines and tax, and every payment keeps both sides in agreement.