Jobber, Housecall Pro and QuickBooks Online

Does Jobber integrate with QuickBooks? Yes, with QuickBooks Online, and the connection takes a few minutes. The trouble starts a month later, when the owner has sent some invoices from Jobber and a few from QuickBooks, the bank feed has offered to add each Jobber payout as income, and the books show the same job paid twice. None of that is a sync error. It is two systems each doing what they were told, with nobody deciding which one is in charge of what.

This post covers what Jobber, Housecall Pro and ServiceTitan each send to QuickBooks Online, which system should own each record, and one Jobber Payments payout worked through from the invoice to the bank. The clearing-account method behind payout matching is set out on its own in recording payment processor payouts in QuickBooks Online.

What Jobber sends to QuickBooks Online

Jobber’s QuickBooks integration runs one way, from Jobber to QuickBooks Online, and Jobber is the source of truth for clients and for products and services. Its help center lists what syncs (How Items Sync Between Jobber and QuickBooks Online, updated August 11, 2026):

Jobber record	What it becomes in QuickBooks Online	When it syncs (your choice in Sync Settings)
Client	Customer, matched on the QuickBooks display name	When created, or once it appears on an invoice, payment or timesheet
Service	Service item	When created, or once it appears on an invoice
Product	Non-inventory product (you can change it to inventory in QuickBooks)	When created, or once it appears on an invoice
Custom line item	A Custom Service item, with the Jobber line name in the description	With its invoice
Invoice	Invoice, with the property address as the shipping address	When created, or once marked as sent; later edits sync too
Payment, tip or refund	Payment into Undeposited Funds, applied to the invoice	When collected, or never
Approved timesheet	Time activity, if QuickBooks Payroll is on and employee names match	When approved, or never

Three limits shape how a Jobber file has to be run:

• Nothing comes back. “Paid” status no longer syncs back to Jobber. A check the owner records in QuickBooks leaves the invoice open in Jobber.
• Jobber cannot delete. A client, item or invoice deleted in Jobber stays in QuickBooks until someone deletes it there too.
• QuickBooks Online only. Jobber does not sync to QuickBooks Desktop. A Desktop client list can be imported into Jobber once, by hand, but nothing syncs after that.

Jobber’s integration FAQ names the supported US plans as QuickBooks Simple Start, Essentials, Plus and Advanced. On the Jobber side, its pricing page lists “Sync with QuickBooks Online” on the Connect plan, and Grow and Plus include everything in Connect; Core does not list it (read October 23, 2026). Each QuickBooks company connects to one Jobber account at a time.

Connecting Jobber to QuickBooks Online

Jobber’s steps for the current integration (How to Connect Jobber and QuickBooks Online, updated April 8, 2026), done by an admin user:

1. In Jobber, select Apps in the side navigation, then QuickBooks Online, then Connect, and select Allow access in QuickBooks.
2. Choose whether to import active clients and products and services from QuickBooks. The import runs once, from QuickBooks into Jobber.
3. If Jobber Payments is on, pick the QuickBooks account the payouts reconcile to.
4. Review the summary and select Start import.
5. Open Sync Settings and choose when clients, items and invoices sync, and whether payments and timesheets sync at all.

Jobber says this version of the integration is being rolled out gradually, and some accounts still run the legacy one, where a sync is started by hand from the QuickBooks icon. Once an account moves to the new integration it cannot go back.

The account chosen in step 3 matters more than it looks. Jobber’s payout article says the integration needs a QuickBooks account of type Bank with the detail type Checking, and that you should create one if you do not have one. Choose the checking account the bank feed already runs on, the one Jobber Payments really pays into. A new account made just for Jobber gets the deposits, the real bank account gets the same money again from the bank feed, and income is doubled.

Which system owns each record

Most Jobber and QuickBooks problems come from one record being entered in both places. Decide the owner once, write it down for whoever invoices, and the sync works:

Record	Owned by	Why
Customers, properties, services and products	Jobber	Jobber is the source of truth; edits made in QuickBooks are not sent back and can be overwritten
Quotes and jobs	Jobber	They never reach QuickBooks
Invoices to customers	Jobber	An invoice also created in QuickBooks counts the same sale twice
Customer payments, all methods	Jobber	Paid status does not sync back, so a payment recorded only in QuickBooks leaves Jobber chasing a paid client
Bills from suppliers, expenses, bank and card accounts	QuickBooks Online	Jobber does not keep them
Payroll and contractor payments	QuickBooks Online or the payroll app	Jobber sends approved time only
Reconciliation, sales tax returns, financial statements	QuickBooks Online	That is the ledger the CPA works from

Sales tax needs one extra check. Jobber says QuickBooks Automatic Sales Tax works out the rate from the invoice’s ship-from address and shows a suggested rate as a sync warning; Add tax rates to Jobber copies it across. Until the rates agree, the tax on a Jobber invoice and the tax QuickBooks expects can differ by a few cents per invoice.

How a Jobber Payments payout lands in QuickBooks

Jobber Payments payouts sync to QuickBooks with their fees, tips, refunds and disputes split out. Each payout in “Paid” status is flagged to sync, and Jobber creates the accounts it needs the first time a transaction calls for one (How Jobber Payments Fees and Payouts Sync to QuickBooks Online, updated September 24, 2026):

Account Jobber uses	What it holds
Undeposited Funds	Customer payments, until the payout that contains them syncs
Checking	The deposit, once the payout reaches the bank
Jobber Payments Fees	Processing fees taken out of each payout, and the instant payout fee
Undistributed Tips	The tip portion of a payment, until you pay it out
Instant Payout Clearing	An instant payout, until the next standard payout absorbs it
Refunds Clearing	A refund, until the payout it is deducted from syncs
Allowance for Disputed Jobber Payments	A disputed payment, treated as lost until the dispute is decided
Loan and Loan Fees	Stripe Capital money paid out and repaid through payouts

QuickBooks Online now shows Undeposited Funds as Payments to deposit in some screens. It is the same account.

One payout, worked

An HVAC company collects two card payments through Jobber Payments on Monday, October 19:

Jobber Payments activity, Monday, October 19	Amount
Invoice 1041, paid online	1,250.00
Invoice 1042, paid in person	480.00
Tip added to invoice 1042	40.00
Collected	1,770.00
Processing fees, from the Jobber Payments Transactions report	−51.93
Standard payout, Wednesday, October 21	1,718.07

The fee figures are illustrative. Jobber sets its card rates by subscription plan, and the Jobber Payments Transactions report under Reports shows the fee on each payment; post that figure. Jobber’s help center does publish two flat numbers: bank payments (ACH) cost 1% on every plan and take about 4 business days to deposit, and an instant payout costs an extra 1% of the amount withdrawn.

What the books should show once the payout has synced:

Date	Account	Debit	Credit
Oct 19	Undeposited Funds	1,250.00
Oct 19	Accounts Receivable, invoice 1041		1,250.00
Oct 19	Undeposited Funds	480.00
Oct 19	Accounts Receivable, invoice 1042		480.00
Oct 19	Undeposited Funds	40.00
Oct 19	Undistributed Tips		40.00
Oct 21	Checking	1,718.07
Oct 21	Jobber Payments Fees	51.93
Oct 21	Undeposited Funds		1,770.00

Undeposited Funds takes in $1,770.00 and gives out $1,770.00, so it is back to zero. Both invoices are paid, the $51.93 of fees is an expense, the tip waits in a liability for the technician, and Checking shows one deposit of $1,718.07, the same figure as the bank. In the bank feed that line should be matched to the deposit Jobber created, not added. Adding it as income would put $1,718.07 of sales into the books a second time.

The tip stays in Undistributed Tips until it is paid out, usually through payroll. Jobber records tips as journal entries with no customer attached, so they can show as “(Name not specified)”, and the memo names the team members on the visit.

Instant payouts, refunds and disputes

• Instant payouts are not tied to particular payments. Jobber puts the deposit in Checking and the same amount in Instant Payout Clearing, then takes it back out of the next standard payout, which brings the clearing account to $0.00. The 1% instant payout fee comes out of that next payout and goes to Jobber Payments Fees.
• Refunds go to Refunds Clearing until the payout they are deducted from syncs. Jobber returns the processing fee on a refunded payment, and that fee moves from Jobber Payments Fees back to Checking.
• Disputes are treated as lost from the day they open and sit in Allowance for Disputed Jobber Payments. A won dispute comes back in a later payout. How the loss is booked when it stands is covered in chargeback accounting.

A payout that comes out negative, from refunds or a dispute, syncs as a journal entry, because QuickBooks does not allow a deposit below $0.00. Look for that entry when a month of Jobber payouts does not tie to the bank.

Cash, checks and other payment methods

Payments recorded in Jobber as cash, check, bank transfer or any method other than Jobber Payments sync into Undeposited Funds, or as unapplied funds, and stay there. No payout ever arrives to clear them, so someone has to group them into a bank deposit in QuickBooks that matches the bank line, or Undeposited Funds grows every month. A balance there that only goes up is covered in Undeposited Funds piling up.

Housecall Pro and QuickBooks Online

Housecall Pro integrates with QuickBooks Online, mostly one way, on its Essentials and MAX plans. Its onboarding guide lists QuickBooks Online Simple Start, Essentials, Plus and Advanced as supported (QuickBooks Online: Integration Onboarding Guide, updated March 5, 2026). From then on, Housecall Pro sends invoices, payments including Service Plan payments, new customers and new Price Book items to QuickBooks (Syncing Information from Housecall Pro, updated September 3, 2026).

It behaves differently from Jobber in ways that cause real errors:

• Edits do not follow. Changing a line item, quantity, price or description in Housecall Pro does not update the invoice already in QuickBooks. Push the invoice again by hand, or the two systems disagree.
• Deletions and cancellations are manual. Housecall Pro does not remove the invoice from QuickBooks.
• The first trigger sends the invoice. Finishing the job (when the sync trigger is set to “Sync when job is finished”), sending the invoice or entering a payment pushes it to QuickBooks within 2 to 5 minutes.
• Labor and materials arrive together. Housecall Pro says Price Book items do not separate labor and materials in QuickBooks, which matters to a contractor tracking materials as cost of goods sold.
• Estimates stay behind. They do not push to QuickBooks.

For card payments, Housecall Pro does what Jobber does: payments are grouped in Undeposited Funds, and when the money reaches the bank it creates a deposit that combines the payments and takes off the fees, with the fees in a Housecall Pro Payment Processing Fees account it creates; the same article also calls it Housecall Pro Credit Card Processing Fee, so check the name in your chart of accounts (QuickBooks Online: Reconciling Payments, updated January 21, 2026). Cash and checks need a manual deposit, the same as in Jobber.

Housecall Pro’s published rates, read October 23, 2026 (Housecall Pro payment processing options):

How the customer pays	Fee	Standard payout
Card swiped, tapped or chipped on a reader or Tap to Pay	2.59%	2 business days
Card entered by the customer on an emailed invoice	2.99%	2 business days
Card keyed in by staff, scanned in the app or saved on file	3.49%	2 business days
American Express, or a commercial, corporate or business card, by any method	3.49%	2 business days
Bank transfer (ACH)	1%	1 to 2 business days
Instapay, on top of the rate above	+1%	Instantly

Tap to Pay adds $5 a month per active device. Housecall Pro says its fees are taken before the deposit reaches the bank, so the bank line is the net amount.

ServiceTitan and QuickBooks Online

ServiceTitan integrates with QuickBooks Online too, and every ServiceTitan customer can use it, but the Customer Success Manager has to turn it on. ServiceTitan says it syncs invoices, payments, expenses and sales tax, and its onboarding has the books set up first: general ledger accounts, account numbers, chargeable materials, equipment, Price Book items mapped to accounts, and classes, with ServiceTitan tax zones mapped to QuickBooks sales tax rates (ServiceTitan QuickBooks Online Home, updated October 15, 2026).

That is more setup than Jobber or Housecall Pro need, and it is where ServiceTitan files go wrong: a Price Book item mapped to the wrong income account sends every sale of it to the wrong line of the profit and loss. Check the mapping before the first export, not after a quarter of them.

Jobber, Housecall Pro and ServiceTitan compared

	Jobber	Housecall Pro	ServiceTitan
QuickBooks Online	Yes, Simple Start to Advanced	Yes, Simple Start to Advanced	Yes, enabled by the CSM
QuickBooks Desktop	No; a client list can be imported once	A separate Desktop integration	A separate Desktop integration
Plans that include it	Connect, Grow and Plus	Essentials and MAX	All customers
Direction	One way, Jobber to QuickBooks	Mostly one way, Housecall Pro to QuickBooks	ServiceTitan exports to QuickBooks
Invoice edits after sync	Sync automatically	Must be pushed again by hand	Follow ServiceTitan’s export settings
Card payouts	Synced with fees, tips, refunds and disputes split out	Deposit created net of fees	Check the payment export against the bank

Do I need QuickBooks if I have Jobber?

For most trade businesses past their first year, yes. Jobber runs quotes, scheduling, crews, invoices and payments, and its reports cover the work and the money it collected. It does not keep the bank and card accounts that money lands in, supplier bills, loans, payroll run elsewhere, or a balance sheet, so it cannot produce the financial statements a CPA files from or a lender asks for. Jobber’s own help center describes QuickBooks Online as the accounting software that “integrates with Jobber to help manage payroll and accounting.”

A solo operator whose only money is Jobber invoices and a few card expenses can manage on Jobber’s reports and a spreadsheet for a while. That usually stops working at the first employee, the first truck loan or the first year a CPA asks for a balance sheet.

Jobber vs QuickBooks

Jobber and QuickBooks Online do different jobs, so the comparison is not which one to buy. Jobber is field service software: it books the work, sends the crew and bills the customer. QuickBooks Online is the ledger: it reconciles the bank, holds every expense and liability, and produces the profit and loss and balance sheet. QuickBooks can send invoices too, which is exactly why a business using both must pick one place to do it. Using Jobber for invoicing and QuickBooks for everything else is the arrangement the integration is built for.

Can Jobber replace QuickBooks?

Not as the books. Jobber can replace QuickBooks for quoting and invoicing, and the integration assumes it will. It cannot replace the ledger: there is nowhere in Jobber to reconcile a bank statement, record a supplier bill, track a vehicle loan or run a balance sheet. The same is true of Housecall Pro and ServiceTitan.

Common questions about Jobber and QuickBooks

How do I sync Jobber to QuickBooks?

From Apps in Jobber, select QuickBooks Online, connect, and choose your sync settings. On the current integration the sync then runs on its own; there is no Sync now button. To bring over records from before the connection, use Sync older items to QuickBooks in Sync Settings. Payments only sync with their invoices, and payouts only with their invoices and payments.

Is QuickBooks included with Jobber?

No. Jobber and QuickBooks Online are separate subscriptions. The Connect, Grow and Plus plans include the integration; the QuickBooks Online subscription is paid to Intuit.

What QuickBooks plan do I need for Jobber?

Any QuickBooks Online plan from Simple Start up: Jobber lists Simple Start, Essentials, Plus and Advanced for the United States. Timesheets need QuickBooks Payroll as well. Plus is worth it for a business that wants profit by job or by crew, because it adds projects and class tracking.

Does Jobber work with QuickBooks Desktop?

No. Jobber says it does not sync to QuickBooks Desktop. A Desktop user either moves to QuickBooks Online or enters Jobber’s invoices and payments by hand.

What accounting software does Housecall Pro integrate with?

QuickBooks Online, through its own integration, and QuickBooks Desktop, through a separate one with its own help articles. Housecall Pro’s QuickBooks Online integration needs its Essentials or MAX plan.

Can Housecall Pro replace QuickBooks?

For invoicing, yes; for the books, no. Housecall Pro sends invoices and payments into QuickBooks for the same reason Jobber does: it has no general ledger for the expenses, liabilities and reconciliations around them.

When Jobber and QuickBooks both kept the books

If invoices went out of both systems, or the bank feed added Jobber payouts as income on top of the payments Jobber synced, revenue is overstated and Undeposited Funds holds payments nobody deposited. The fix is to pick Jobber’s invoice as the real one for each job, delete the QuickBooks duplicate, match each bank deposit to the payout Jobber created, and clear what is left in Undeposited Funds against the bank. The same deposit-twice pattern, with sales receipts instead of invoices, is in sales receipt and deposit counted twice. For a year already filed, do it with your CPA. For an open year it is a QuickBooks cleanup. Setups for the trades that run on Jobber are on the HVAC, plumbing and other industries pages.

$99per month of backlog20% off 6+ months

When to hand this off: if invoices went out of both Jobber and QuickBooks for more than a month, or Undeposited Funds has grown for several months, each month has to be matched back to the bank before the profit and loss can be trusted. A free file review counts the months first.