Sync Invoices with QuickBooks
How invoices sync from JobsiteOn to QuickBooks Online, including which fields map, when syncs trigger, and how to handle errors.
What this guide covers
This guide explains how invoices sync from JobsiteOn to QuickBooks Online. You will learn which invoice fields map to QuickBooks, when the sync triggers, and how to resolve common sync errors.
Before you begin
- QuickBooks Online must be connected. See Connect QuickBooks Online.
- Only finalized invoices sync. Drafts remain in JobsiteOn until sent.
How invoice sync works
Invoice sync is one-directional: JobsiteOn pushes invoices to QuickBooks. Invoices created in QuickBooks are not pulled into JobsiteOn.
| JobsiteOn field | QuickBooks field |
|---|---|
| Invoice Number | Doc Number |
| Customer | Customer Ref |
| Line Items | Line Items |
| Total | Total Amount |
| Due Date | Due Date |
| Status | N/A (calculated) |
Screenshot: A JobsiteOn invoice detail page with an annotation showing which fields map to QuickBooks and a "Synced" badge in the corner.
When invoices sync
- Automatic -- when you finalize and send an invoice, it syncs to QuickBooks within a few minutes.
- Manual -- click Sync Now on the integrations page to push all pending invoices immediately.
Payment sync
Payments are synced bi-directionally. When a payment is recorded in JobsiteOn, it pushes to QuickBooks. When a payment is recorded in QuickBooks against a synced invoice, it pulls into JobsiteOn.
Animation: An invoice being created in JobsiteOn, syncing to QuickBooks with a progress animation, and then a payment recorded in QuickBooks pulling back into JobsiteOn.
Common sync errors
Invoice total mismatch
The invoice total calculated by QuickBooks does not match JobsiteOn. This usually happens when tax rates or line item rounding differ. Check both systems and align the tax settings.
Customer not found
The linked contact was deleted in QuickBooks. Re-create the customer or unlink and re-sync the contact.
Duplicate invoice number
QuickBooks already has an invoice with the same number. Change the invoice number in JobsiteOn or delete the duplicate in QuickBooks.
Tip: Use the sync log to monitor invoice sync status. Check it weekly to catch errors early before they affect your accounting.
Related articles
Did this answer your question?