Jobber + Ply + QuickBooks Data Flow
Jobber
+
Ply
+
QuickBooks
Legend
→To Ply
←From Ply
↔Both Ways
✗No Sync
How It Works
Jobber ↔ Ply
Jobs Real-time
Jobs sync instantly via webhook. Create or update in either system and changes appear within seconds.
Custom Fields Real-time
Jobber custom fields sync to Ply job attributes. Full data capture preserved.
Products Real-time
Jobber products sync to Ply materials with bidirectional updates.
Line Items Real-time
Materials on Ply jobs sync to Jobber as invoice line items.
Ply ↔ QuickBooks Online
Materials Real-time
Products sync bidirectionally via webhook. Create in either system and changes reflect instantly.
Purchase Orders Real-time
Full PO lifecycle syncs both ways. Draft, open, receive, and close—all reflected in QBO.
Vendors Real-time
Ply vendors auto-create in QBO when referenced on POs.
GL Accounts Setup
Chart of accounts pulls from QBO. Required during initial setup.
Jobber
Ply
Jobs
↔
Jobs
Visits
→
Jobs (Per Visit)
Products & Services
→
Materials
Users/Technicians
→
Users
Custom Fields
↔
Custom Fields
Invoice Line Items
←
Line Items
Kit Materials
←
Kits
Expenses
←
Expenses
✗ Does Not Sync
Pictures/Images
Ply
QuickBooks
Materials
↔
Items
Purchase Orders
↔
Purchase Orders
Vendors
→
Vendors
Customers
→
Customers
Inventory Adjustments
→
Inventory Adj.
GL Mapping
←
GL Accounts
Item Images
←
Attachables
✗ Does Not Sync
Jobs
Employees
End-to-End Flow: Real-Time Field to Finance
Job Created
→
Instant to Ply
→
Kits Deducted
→
Line Items Back
→
PO (Low Stock)
→
Real-time to QBO
→
Bill Matched
Sync Settings
Jobber Sync
Real-time
Click for details
QBO Sync
Real-time
Click for details
QBO Rate Limit
40/60s
Click for details
GL Mapping
Required
Click for details
Advanced Quoting
On
Click for details
Kits
Full Support
Click for details
PO Lifecycle
Full Sync
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Vendor Auto-Create
Enabled
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Click any row for details