You’re In — Here Is Your Invoicing Map

I’ve also sent a copy to your inbox so you can find it later.

Open Invoice & Job Costing Map

Here’s how to get value from each in the next 15 minutes.

  • Open the 1-page map and decide your stack. Skim the front-end vs. back-end section and circle which situation you’re in right now:

    • QuickBooks Online only

    • QuickBooks Online + Jobber / Housecall Pro

    • Jobber / Housecall Pro only

  • Pick One source of truth for invoices and A/R. Ask yourself: “Where do I really want invoices and who owes me money to live?”

    • If it’s QuickBooks Online: commit to sending invoices there and stop recreating them elsewhere.

    • If it’s Jobber/Housecall Pro: let those tools create the invoices and let QuickBooks Online mirror the totals, not sync.

  • Compare the map to your current setup. Spend 5 minutes checking:

    • Are you double tracking invoices in more than one system?

    • Are you trying to do detailed job costing in both places?

    • Is your bank and credit card reconciliation happening in QuickBooks every month?

  • Block off 15-30 minutes this week to fix one thing. Put that on your calendar now.

    • stop duplicating invoices, or

    • clean up which tool runs jobs vs which runs the books, or

    • schedule a reconciliation session in QuickBooks Online.

Want Help Wiring This Into Your Actual Books?

If you’d like a second set of eyes on how this fits with your QuickBooks Online and tax setup, I offer a short Tax Ready Books Review where we:

  • Look at how you’re currently handling owner-paid expenses

  • Identify where you may be missing deductions or muddying your books

  • Map out how this tracker + your QBO should work together

Book a Tax Ready Books Review

What to Expect

I’ll send a few short emails over the next week showing how flippers are using these tools, and where most people get tripped up.

You can reply to any email with questions, or use the button above to grab a call.