Guides / Integration
If you run JobBOSS² and keep your books in QuickBooks, you already have a connection between them. What this is about is the work that connection doesn't do, the JobBOSS QuickBooks automation that reads both systems together and tells you something useful.
Let's be straight about where things stand before anyone sells you anything. Building on top of that connection is not the same as connecting JobBOSS to QuickBooks, that part is largely solved out of the box.
ECI's JobBOSS² ships with a built-in QuickBooks integration. It works with both QuickBooks Desktop and QuickBooks Online. When an invoice is created in JobBOSS², the integration recreates it in QuickBooks so you're not keying the same invoice twice. Accounts receivable and customer payments then live on the QuickBooks side. For a lot of operations, that's the whole need: the invoice flows over, the double entry goes away, AR is handled in the books. If that's all you're after, you probably don't need me. Turn on the canned sync and move on.
I'll say it plainly because the internet won't: I am not the only way, or even the first way, to connect JobBOSS and QuickBooks. The standard integration exists, it's supported by ECI, and for straight invoice-to-AR it does the job. Anyone telling you that JobBOSS and QuickBooks "can't talk" without something built is either uninformed or selling you something.
The canned sync was built to do one thing, move invoices one direction so AR lands in the books. It does that. The friction starts when you want it to do anything else. A few things operations actually hit:
None of that is a knock on the sync. It's just the edge of what a canned, one-direction invoice sync is designed to reach. The question worth asking isn't "is JobBOSS connected to QuickBooks", it's "can I get a straight answer that needs both of them, without a person stitching two exports together in Excel."
Here's the part that has to be built, and it's the work I do. JobBOSS² and QuickBooks Online both expose a public API, a documented way for outside software to read and write to them. The canned sync uses a narrow slice of that for invoices. I build standalone connectors against the full API instead.
For a mid-size machine shop I built two of these: a JobBOSS connector and a QuickBooks Online connector, small pieces of software that let the shop's own tools read and write to the ERP and the books directly, beyond the one invoice path the standard sync covers. They're plumbing. They run in the background, and they don't replace the people doing AP or invoicing. A connector reading a number is not the same as someone confirming it should be entered.
Then, on top of those two connectors, I built the owner's daily briefing. Overnight it pulls from both systems and emails the owner one morning brief: a cash-flow forecast, the current backlog, and sales month-to-date. He doesn't log into JobBOSS, doesn't log into QuickBooks, doesn't run three reports and stitch them together. The number that needs the ERP and the books shows up in his inbox, same time every day. That's the thing the standard sync was never meant to do: not because it's broken, but because it was built for invoices, not for reading both systems together and handing you a decision.
If you want a fuller picture of getting straight reporting out of the ERP side specifically, that's its own subject, see getting real reports out of JobBOSS.
Yes. JobBOSS² has a built-in QuickBooks integration for Desktop and Online that syncs invoices so you don't double-enter them. If invoice-to-AR is all you need, use it. Building on top is only worth it when you need something the standard sync wasn't built for.
Reading both systems together and acting on it, reporting and briefings that need ERP data and accounting data in the same place, plus automation built on the systems' public APIs that the canned invoice sync was never meant to handle.
No. The connectors move and combine data; they don't make the judgment calls. People still enter and confirm where judgment is needed. The point is to take the re-keying and the report-stitching off their plates, not the people.
Paid Diagnostic first, so we both understand the gap. Then a Build, quoted up front with no hourly billing. You know the price before it starts. I host and run it for you on managed infrastructure that works on top of the systems you already run, so nothing moves to a new platform. An ongoing care plan keeps it running: hosting, monitoring, bug fixes, and small adjustments as your work changes; term and price by agreement, and the ongoing cost is simply what keeps the tool running and improving. No hourly billing and no per-seat license. No six-month implementation.
Most people who want the ERP and the books talking are really chasing one number they don't trust. If that's you, read why those numbers get doubted. It's the same problem from the costing side. The wider version of reaching the data is getting your data out of JobBOSS.
If the standard sync covers your invoices but you still can't get a straight read that needs the ERP and the books together, that's the gap I work in. First call's free. About 30 minutes, a straight conversation about how your operation really runs, not a demo. If there's something worth building, I'll say so; if there isn't, I'll say that too.