Trades and contractors
Jobber-to-QuickBooks handoff for contractors
A records handoff for preserving the link from a Jobber job to its invoice, payment, deposit, and QuickBooks entry.
01
Keep identifiers consistent
- Use stable customer and job names so exports can be compared without guesswork.
- Keep the Jobber invoice number with the related QuickBooks entry and payment record.
- Document any invoices entered manually outside the normal connection.
02
Build the monthly handoff
- Export the Jobber invoice, payment, refund, and job-status reports used for the month.
- Save QuickBooks sales and deposit reports for the same period.
- List payments, refunds, or deposits that appear in only one system.
03
Hold treatment questions aside
- Flag tax-code differences instead of changing them during the handoff.
- Separate customer deposits, progress billings, and final invoices for review.
- Send tax-treatment and timing questions to the business's qualified professional.
Recordkeeping boundary
Use this to organize evidence, not decide treatment.
This resource provides general record-organization information. It does not determine tax, payroll, legal, or regulatory treatment. Ask your qualified professional to decide treatment for your business and records.
See the next level of detail
Review the sample, then get a Roadmap for your records.
The fictional sample shows the format and depth. The CAD $295 Books Cleanup Roadmap is the standalone paid review for your business.