Sync Contacts with QuickBooks
How contacts sync between JobsiteOn and QuickBooks Online, including matching logic, conflict resolution, and manual sync options.
What this guide covers
This guide explains how contact records sync between JobsiteOn and QuickBooks Online. You will learn how records are matched, what happens when conflicts occur, and how to trigger a manual sync.
Before you begin
- QuickBooks Online must be connected. See Connect QuickBooks Online.
- You need Owner or Admin permissions.
How contact sync works
JobsiteOn contacts map to QuickBooks customers. The sync is bi-directional -- changes in either system propagate to the other.
| JobsiteOn field | QuickBooks field | Sync direction |
|---|---|---|
| Name | Display Name | Bi-directional |
| Bi-directional | ||
| Phone | Phone | Bi-directional |
| Address | Billing Address | Bi-directional |
Screenshot: A side-by-side view of a contact in JobsiteOn and the same customer in QuickBooks, with arrows showing the synced fields.
Matching logic
During the initial sync and ongoing syncs, records are matched by email address. If a JobsiteOn contact and a QuickBooks customer share the same email, they are linked automatically.
- No match found -- a new record is created in the other system.
- Multiple matches -- the first match by creation date is used. A warning appears in the sync log.
Conflict resolution
If the same contact is edited in both systems between sync cycles, the most recent change wins. The sync log records which version was kept.
Animation: A timeline showing a contact edited in JobsiteOn at 2:00 PM and in QuickBooks at 2:15 PM, with the QuickBooks version winning because it was more recent.
Triggering a manual sync
- Go to
/settings> Integrations. - Click Sync Now on the QuickBooks card.
- The sync processes all pending contact changes immediately.
Common sync issues
Duplicate customer in QuickBooks
QuickBooks requires unique display names. If two JobsiteOn contacts have the same name, one will error. Rename one contact to be unique.
Contact not syncing
Check the sync log for errors. Common causes include missing email addresses or a QuickBooks authentication that has expired.
Tip: Before connecting QuickBooks, clean up your contact records in both systems. Merge duplicates and standardize email addresses for the best matching results.
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