⚠️ Important: Before using this feature, your staffing company must first set up the integration between Jombone and your QuickBooks account.
👉 Follow the steps in this article to connect QuickBooks with Jombone »
✅ What’s Supported
1. Create Customers in QuickBooks
To sync a new client from Jombone to QuickBooks:
Go to Invoicing from the Staffing Workspace
Click the 3-dot menu in the top right
Select Create Customer – QB
You will be taken to the Create Customer screen to complete the Parent Customer details.
Required fields include:
Company Name & Legal Name
Contact Name (First & Last)
Email and Phone
Currency, Tax Setting, Net Terms, Website
Full Address (Street, City, State, Postal Code, Country)
Once saved:
The parent customer and its billing locations (sub-customers) will be created in Jombone
The customer will be synced to QuickBooks
A success toast and timestamp will appear confirming the customer was created in QuickBooks
✅ Customer Created – QB
Created on: Feb 03, 2026
2. Create Sub-Customers (Billing Locations)
Each billing location under a customer in Jombone is created as a Sub-Customer in QuickBooks.
On the same screen:
Scroll to the Sub-Customer section
Each location will have its own contact name, email, phone number, and address
Select all billing locations to be pushed to QuickBooks
📌 You must provide valid data for all required fields to sync to QB. Inline error messages will appear for:
Invalid phone or email formats
Missing required fields
3. Update Customers in QuickBooks
To make changes to a customer already synced with QuickBooks:
Go to Invoicing for the selected customer
Open the 3-dot menu
Click Update Customer – QB
You can:
Update contact, address, and company info
Add new billing locations, which will also be pushed to QuickBooks
🔄 New billing locations added during updates will be treated as new Sub-Customers in QuickBooks. Be sure to fill in all required fields and select them before saving.
🔍 Visual Feedback & Errors
If there is missing or invalid data when adding sub-customers:
You’ll see inline validation errors in red
You must correct these before the Save button becomes active
Examples of validation:
Invalid phone number
Invalid or missing email
Required field not completed
✅ Confirmation & Audit Trail
Once the customer is successfully created or updated:
Jombone displays a confirmation message at the top of the screen
You can view the creation timestamp for audit and traceability from the Invoicing page
🧠 Tips
Customers must be created in QuickBooks before you can generate invoices in Jombone.
Always verify tax setup and currency alignment between both systems.
Use the Update Customer – QB option anytime changes are made or billing locations are added.
🔄 Coming Soon
Future enhancements will include:
Syncing invoices between Jombone and QuickBooks
Automated status tracking
Real-time validation feedback