NiceJob makes it super easy to connect your QuickBooks online account to NiceJob to make sending out invites a breeze.
Log in to NiceJob via app.nicejob.com or sign up here: get.nicejob.com
Click the Connect button beside QuickBooks*
You will be prompted to login to QuickBooks and go through some simple authorization instructions.
You will then be directed back to NiceJob where you will see the connection is now active!
That's it, you're done!
What does the QuickBooks connection do?
Your QuickBooks contacts will automatically sync to NiceJob so you don't have to spend needless time entering them in both spots!
Your contacts will automatically be sent invites after the invoice is created or a payment is made in QuickBooks.
Invoice and payment information will automatically appear in the customers profile.
That's it! Now you can sit back and let our automation do the work for you!
*If you have disconnected NiceJob from QuickBooks previously via the QuickBooks marketplace, then to reconnect you will need to click 'Disconnect' besides QuickBooks in NiceJob then 'Connect' to reconnect
Data we'll send or receive
People
Invoices
Amount
Balance
Date paid
Time created
Tags
We save 'Location' and 'Custom Field' values as a tag if they have been applied on the Invoice in QuickBooks. We support multiple tags per Invoice.
Please note: QuickBooks does not currently make 'Invoice Tags' available to us to import from QuickBooks, meaning you must use Custom Fields or Location fields on QuickBooks Invoices to save as Invoice Tags in NiceJob.
Average of amounts
Count
Sum of amounts
Payments
Amount
Time created
Average of amounts
Count
Sum of amounts
Frequently Asked Questions
Does QuickBooks Online send employee data to NiceJob so that my reviews can get automatically attributed to the right employee?
No, they don't. Learn more about employee attribution and other ways you can make use of it here.
Which field does NiceJob pull phone numbers from?
Currently we pull phone data from the "Primary Phone" field in the QuickBooks account, so ensure your customer's phones are entered there for best results.