QuickBooks Online

Connect in Settings → QuickBooks → Connect to QuickBooks. Only owners and managers can connect or use it.

What it does

• Each invoice gets a Send to QuickBooks button. It creates the customer (if needed) and a matching invoice — same lines, number and due date — then shows an In QuickBooks badge.
• The dashboard shows your QuickBooks invoice totals.

Invoice numbers

• JobBadger numbers invoices automatically (INV-0001, INV-0002…), but you can set your own in the Invoice number field on the invoice form. Leave it blank to keep the automatic number.
• If the number you send already exists in QuickBooks, JobBadger no longer blocks the send. QuickBooks assigns the next free number and JobBadger adopts it back, so both stay matched. The same happens if your QuickBooks is set to assign its own numbers.

Good to know

• JobBadger doesn't touch payroll, banking or payments in QuickBooks.
• If the connection expires, you'll be asked to reconnect — nothing is lost.
• Invoices sent to QuickBooks can be voided but not deleted.
• Disconnect any time in Settings.