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N
Nicidemus
February 17, 2022
Question

Sync Jobber Invoice and Payment rounding Error

  • February 17, 2022
  • 1 reply
  • 0 views

Hello,

 

I am syncing Jobber to Quickbooks. One of the common errors is that there is a rounding error from Jobber to Quickbooks. Jobber says to go into Quickbooks and correct the invoice. If the invoice has a discount I make the correction there. 

 

I do this and then I get the Notification: 

The transaction you are editing is linked to others. Are you sure you want to modify it?

 

I know that there is a payment attached to this invoice. Is this just indicating that I have to correct the rounding error in the payment as well?

 

I am new to QBO so I just want to be sure I am doing the right thing.

 

Thanks,

Nici

1 reply

T
Trish_T
February 17, 2022

Hi Nicidemus,

 

Welcome to Community!  QuickBooks Online is a valuable program for all of your daily bookkeeping needs.  Experiencing a rounding error when syncing from Jobber can be corrected with ease.  I'll be happy to provide more insight here so you're confident with your work!

 

QuickBooks Online applies tax to each line item and you'll see occasional rounding if there's a fraction.  The Rate/Unit price fields have a precision of 7 decimal places and the Amount fields have 2 decimal places.  Applicable tax is applied to the Amount field after necessary rounding, to reach the 2 decimal precision. This is when you'd proceed to make the change to the payment amount on the invoice so it's aligned.  The Notification you're seeing; the transaction you are editing is linked to others.  Are you sure you want to modify it?  Is a default message within QuickBooks to confirm you want to proceed with the action.  

 

If you have any uncertainty, it's always a good idea to reach out to your accountant for their expertise and the best course of action.  If you don't have an accountant, we can help you locate a ProAdvisor in your local area.

 

If you have any other questions or concerns, please don't hesitate to reach back out.  We'd love to help!

 

 

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