Complete Integration

Jobber + Ply + QuickBooks

Real-time sync from field to finance

Jobber →

→ QuickBooks

Webhook-powered sync - near real-time across all systems

The Ecosystem

Three Systems, Real-Time Sync

Both Jobber and QuickBooks use webhook sync with Ply

Jobber
Field Operations

↔

Jobs Materials Kits

Inventory Hub

↔

POs Bills Vendors

QuickBooks
Accounting

All Systems: Webhook Sync

What Each System Does

Jobber: Manages jobs, quotes, scheduling

Ply: Tracks inventory, creates POs

QBO: Handles books, bills, payments

Key Advantage

Near real-time sync everywhere. No waiting for scheduled syncs - data flows instantly through all three systems.

Jobber + Ply

Field Operations Integration

What syncs between Jobber and Ply

Jobber ↔ Material Pricebook (Bidirectional) ↔ Ply

Live

Jobber → Jobs Sync → Ply

Live

Jobber → Users / Technicians → Ply

Live

Jobber ↔ Kits Sync ↔ Ply

Live

Jobber ↔ Quantity Subtraction ↔ Ply

Live

Sync Method

Webhooks: Near real-time updates (no sync button needed)

Unique Features

Kits sync to Jobber Pricebook

Bidirectional material sync

Materials as Expenses (coming)

Ply + QuickBooks Online

Financial Integration

What syncs between Ply and QuickBooks

→ Purchase Orders → QBO Live

↔ Invoices ↔ QBO Live

↔ Bills ↔ QBO Live

↔ Vendors ↔ QBO Live

↔ Customers ↔ QBO Live

Sync Method

Webhooks: Same as Jobber - near real-time

Key Benefit

POs created from inventory needs flow directly to accounting - instant visibility.

End-to-End Flow

Job to Payment - Instant Sync

Watch data flow through all three systems in real-time

Jobber

Job + Materials

Ply

PO + Cost

QuickBooks

Step by Step

Job created in Jobber

Instantly appears in Ply (webhook)

Tech uses materials, inventory updates

Low stock triggers PO in Ply

PO syncs to QuickBooks instantly

Bill arrives, matches to PO

Real-Time Advantage

No sync buttons to click
Data flows in seconds
Always up-to-date everywhere
True real-time visibility

🌿

Use Case

Landscaping Company

Customer: 6-crew landscaping company using Jobber + QuickBooks

1Weekly lawn service in JobberJobber

2Job syncs to Ply instantlyPly

3Crew uses fertilizer kitPly

4Kit added as expense in JobberJobber

5Inventory deducted from truckPly

6Low stock triggers POPly

7PO appears in QuickBooksQBO

8Supplier bill matches to POQBO

Benefits

Kits track all materials together
Accurate job costing
Auto purchasing
Clean books

Result

Reduced material waste by 20% and saved 8 hours/month on admin

⚡

Use Case

Electrical Contractor

Customer: 10-tech electrical company needing real-time sync

1Quote approved, job created in JobberJobber

2Job appears in Ply within secondsPly

3Parts pulled from truck for installPly

4Materials sync to Jobber pricebookJobber

5Invoice generated with correct costsJobber

6Weekly PO created for restockingPly

7PO and costs flow to QuickBooksQBO

8Month-end: books already matchQBO

Benefits

Always-current pricebook
No waiting for sync
Accurate invoicing
Zero month-end reconciliation

Result

Eliminated $5K/month in billing errors and cut bookkeeping by 60%

The Impact

What You Gain

Benefits of the complete webhook-powered integration

1Real-time sync - no waiting
2Bidirectional pricebook sync
3Kits work across all systems
4POs appear in QBO instantly
5Books always current

Time Saved

Per job: 5+ min on data entry
Weekly: 3+ hours on purchasing
Monthly: 6+ hours on reconciliation

Webhook Advantage

Unlike scheduled sync, webhooks mean data is current everywhere within seconds of a change.

Getting Started

Simple Setup

Connect all three systems in minutes

1Connect Jobber to Ply

2Connect QuickBooks to Ply

3Configure sync preferences

4Start working - data syncs instantly

What You Need

Active Jobber account

Active QuickBooks Online account

Ply subscription

Support

Our team helps with setup, data migration, and training to ensure success.