Jobber & QuickBooks Specialists for Improved Bookkeeping, Tax, and Financial Systems
For questions regarding test sales and when they might be available again, please email Megan at megan@financialsbynexus.com
How I Can Help
Who We Are
U.S. Based bookkeepers and tax preparers who specialize in Jobber and QuickBooks software for service providers.
What We Do
Produce accurate financial data and maintain the sync for optimal communication from Jobber to QuickBooks with no additional work on your end.
What We Promise
Accuracy, timeliness, and unlimited communication with your bookkeeping team to guide you through even the smallest business decisions.
Megan Schlichtmann
CEO & FOUNDER
In 2021, I signed my first Jobber and QuickBooks client under my previous business, Core Bookkeeping. Early on, I noticed a big issue… there wasn’t much clear guidance on how Jobber and QuickBooks actually sync and work together. That gap often led to messy books, confusion, and missed financial insights for business owners.
Instead of working around it, I spent the time learning the integration inside and out so I could ensure everything flowing from Jobber into QuickBooks was accurate, clean, and useful.
Today, I work with dozens of Jobber users each month, providing high-touch bookkeeping, accounting, and tax support tailored specifically to service-based businesses. My role is to act as the bridge between what’s happening in Jobber and what needs to be reflected in your finances translating day-to-day operations into clear, reliable numbers.
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Most of the time, yes I suggest integrating the apps. This is because we want QuickBooks to show open invoices, sales tax tracking, deposits on quotes, and uncleared checks. Typically most businesses do not need to be on a QuickBooks Plan higher than Simple Start keeping costs relatively low.
Duplicated income happens when Jobber pushes payment information to QuickBooks while someone is categorizing income to a sales account instead of matching to a deposit. We eliminate the possibility of duplicated income by verifying there are no deposits on the Income Statement and Undeposited Funds stay cleared.
No! Please do not charge your Jobber credit card fees to customers from the sales tax line item. First, this indicates to QuickBooks that you have to set up a Sales Tax account with your state which may be causing a bigger problem. Second, I suggest increasing all your service fees 2-3% a year to cover the processing fee regardless. And third, if you have to charge this, make sure your state allows you to charge a credit card fee- Maine for example does not allow this.
If you are a Jobber user, your responsibility is to communicate to your customers and create estimates, quotes, and convert to invoices. If your customer pays via cash, check, or venmo, you should go into Jobber and manually record this invoice as paid. We want our clients to focus their time in Jobber and we translate your daily activity into a financial story in QuickBooks.
Yes! While QuickBooks and Jobber create nearly 70% of our client base, we also work in Aspire to QuickBooks Integration, Workiz to QuickBooks integration. Some smaller software like Wave, Freshbooks, Fieldpulse, and Notifi are also in our client makeup.