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Jobber + accounting options
Jobber + your accounting system, done right
Jobber tracks scheduled work, job costs, invoices and payments. Choose your accounting system below to compare the same jobs and dates. Then check how materials, time and later invoice changes are handled by your installed route.
Field Service Management for residential / small commercial home services
Choose your accounting or ERP system
Select the accounting system used with Jobber to see what the vendor documents, what must be confirmed for the installed route, and which finance questions the supplied records can support.
Finance workflow guide
Vendor-documented routeJobber → QuickBooks Online
Check invoice-sync settings, recurring-job dates, purchase costs and payroll support before interpreting margin.
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Finance workflow guide
Vendor-documented routeJobber → Xero
Separate earlier records from new connected activity, then check credits, tips, refunds and tracking categories.
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Finance workflow guide
Confirm transfer routeJobber → Sage Intacct
Save recurring-job history and match jobs to the intended company and project during migration.
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Finance workflow guide
Confirm transfer routeJobber → Bill.com
Attach each supplier bill to its job and check whether the purchase cost is already included in Jobber.
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Jobber's NEW QuickBooks, legacy QuickBooks and Xero integrations have different rules. Identify the installed route before comparing invoice status, recurring-job windows, cost inputs and payments.
Choose the accounting or supplier-payment system below. Each guide explains the documented product scope and the practical records to compare in your own setup.
Use an API, an approved report export or permitted browser automation according to the records you need. Reopen the resulting accounting record to verify a correction; the route itself does not establish that an invoice was posted or a payment cleared.
Checks to choose the right finance workflow
Start with the source records and destination behavior relevant to Jobber. A documented connector and a proposed finance workflow are different scopes; the destination guide explains which evidence supports each one.
Check the invoice trigger before calling a record missing
Identify NEW or legacy integration and the configured invoice-sync trigger. Compare a created draft, a sent invoice and the destination invoice IDs. A created-but-unsent invoice may be outside the configured set of records; use the actual trigger before retrying or creating a duplicate.
Define the pre-connection population explicitly
Record connection date and inventory existing clients/invoices. Jobber says there is no initial sync or backdating, while later qualifying activity can trigger client records. Reconcile opening history separately instead of expecting connection alone to import the prior ledger.
Retain recurring-job windows during migration
Save job/visit IDs and the explicit historical reporting interval before moving accounting records. Jobber's recurring job-cost view uses the last 30 days including today. Keep historical snapshots or source detail so an opening GL balance is not mistaken for a complete recurring-job history.
Frequently Asked Questions
I'm only $1M, do I need Level?
Business size is not the deciding factor. Start with the specific problem: when invoices sync, whether a cost is counted twice, or which dates the recurring-job report covers. Compare the records needed to answer that question.
Does Level work with Xero?
Jobber documents a separate one-way Xero integration with no initial sync/backdating and specific negative-invoice/payment rules. Test that installed route; the NEW QuickBooks settings do not apply to Xero.
Official product sources
Product references establish the stated scope; Level's record comparisons are finance-side recommendations.
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Let's get Jobber talking to your accounting system
Get a finance-side assessment of your Jobber setup, including record scope, mappings, controls and unresolved evidence.
No commitment. Real numbers, not generic advice.