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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 QB 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.