Back to: Complete Jobman Set-Up Guide for Administrators

Save time and eliminate duplication by enabling automatic syncing of contacts, staff, invoices, and timesheets from Jobman to your accounting software. Enjoy seamless updates as Jobman automatically reflects invoice statuses marked as paid from your accounting system.

Important: Before connecting Jobman to your accounting software, we recommend configuring your Accounting Settings in Jobman to match what you have set up in your accounting software. Otherwise you will experience failed syncs and repeated error messages from the time you connect to the time you have finished configuring your settings.

Read More:

Accounting Settings for Xero

Accounting Settings for MYOB

Accounting Settings for QBO

If you are not using Xero, MYOB or QBO, you may configure your accounting settings in whatever way suits your business. Read More

Connecting Your Accounting Software

To integrate your accounting software with Jobman, you must be an admin user with access to the Accounting Settings.

From the User Menu Panel, select Settings > Accounting > Integrations.

From here you can connect your accounting software or update your settings and permissions. Depending on which software you selected at sign up, this will show as “Connect to Xero”, or “Connect to MYOB”, etc.

Please note: it’s advised to have the person with the highest level of permission in your accounting software to complete this connection.

To connect your accounting software, follow these steps:

1. Click Connect To for your software provider. You will be redirected to their login page.
2. Log in to your accounting software.
3. Follow the verification prompts.
4. You will be redirected back to Jobman to confirm your organisation.
5. Click Select to confirm, allow a few moments for this to connect.
6. Check that you have a tick next to Connected.

If you need more information, check out our video tutorial.

Updating Your Accounting Software Settings

If you ever need to update your accounting software settings or change the default contact for receiving error messages, follow these steps:

1. From step #6 above, click Disconnect.
2. Click Update.
3. Choose your Customer Contact Type – these will match with your accounting software.
4. Choose your Supplier Contact Type – these will match with your accounting software.
5. Tick the fields you would like to automatically sync. Your accounting software will automatically integrate contacts, staff, invoices, etc., when enabled.
6. Add an email address for any error messages to be sent to. This will alert the relevant staff to any syncing failures.

Experiencing Difficulties?

Read our FAQ and Troubleshooting helpdoc.