Invoicing & Job Costing Map for Contractors
A simple 1-page cheatsheet that shows how QuickBooks Online and tools like Jobber / Housecall Pro fit together, without wrecking your books.
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Free download. No spam. Just a clear picture of how your tools should work together.
By entering your information, you’ll receive this free resource and be subscribed to receive occasional marketing emails from Check Bookkeeping. You can unsubscribe at any time.
This tracker is for general information and operational use only. It is not legal, tax, or accounting advice. Always consult your tax advisor for guidance specific to your situation.
Who This is For
This is for contractors and trades owners who:
Are using (or thinking about using) Jobber or Housecall Pro
Are already in QuickBooks Online or know they should be
Want clean numbers on profit per job without messing up their books
What You’ll Get Inside
A simple breakdown of front end vs backend
Jobber / Housecall Pro = run the jobs and client experience
QuickBooks Online = run the company numbers and keep tax-ready books
When QuickBooks alone is enough for invoicing and job tracking
Which QuickBooks Online plan to consider?
When to turn on Projects for job costing?
When to add Jobber / Housecall Pro (and what they’re actually for)
Scheduling, dispatch, client portals, appointment reminders, Google reviews
Why they don’t replace your bookkeeping
3 simple rules to avoid accounting chaos that will cost you at tax time:
Pick on source of truth for invoices and Accounts Receivable (A/R)
Don’t double track job profit in both systems
Always reconcile banks and cards in QuickBooks Online
Get the Free 1-Page Map
By entering your information, you’ll receive this free resource and be subscribed to receive occasional marketing emails from Check Bookkeeping. You can unsubscribe at any time.
This tracker is for general information and operational use only. It is not legal, tax, or accounting advice. Always consult your tax advisor for guidance specific to your situation.
Who Made This
About Cameron
I’m Cameron Jones, founder of Check Bookkeeping. I handle done-for-you bookkeeping and financial systems for real estate investors, contractors, and small business owners.
This 1-page map comes from cleaning up a lot of messy setups where Jobber, Housecall Pro, and QuickBooks were all fighting each other instead of working together. These messy situations lead to stress and getting behind on taxes.