Jobber + QuickFile Integration

Integrate Jobber to QuickFile in one click, or tell Integrately AI how you want each job handled. Create invoices, record transactions, update client accounts, and track your bookkeeping automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Jobber
    Client is updated in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Client is created in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
Arrow Right
2.
  • Jobber
    Get job notes in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Close Job in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Add attachment to request in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Search client in Jobber
  • QuickFile
    Create client in QuickFile
  • QuickFile
    Search client in QuickFile
  • QuickFile
    Create invoice in QuickFile
  • QuickFile
    Get invoices by ID in QuickFile
  • QuickFile
    Create item in QuickFile
  • QuickFile
    Create bank entry in QuickFile

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows ย  for Jobber + QuickFile Integration

Create QuickFile invoices, record bank entries, create client accounts, and update your financial reports, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Jobber + QuickFile flow

Sync accounting records with customer communication, payment processing, and team alerts the moment your field work updates. Pick a combination and activate it in one click.

Jobber
QuickFile
+
StripeStripe (4)
+
GmailGmail (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google CalendarGoogle Calendar (4)
+
SlackSlack (4)
+
WhatsAppWhatsApp (4)
J
Q
S
Create a QuickFile invoice and a Stripe customer whenever a new job is created in Jobber
Every new Jobber job generates a QuickFile invoice and a Stripe customer automatically, keeping billing and accounts aligned without manual data entry.
J
Q
S
When a Jobber invoice is updated, create a QuickFile invoice and charge the payment in Stripe
Updated Jobber invoices update your QuickFile accounts and trigger Stripe payment processing instantly.
J
Q
S
Create a QuickFile bank entry and a Stripe charge when a Jobber job is completed
Completed jobs in Jobber automatically log a bank entry in QuickFile and record the transaction in Stripe.
J
Q
S
Use Claude to evaluate Jobber quote approvals, create QuickFile invoices, and process Stripe payments
Claude reviews approved Jobber quotes to generate precise QuickFile invoices and execute Stripe charges.

Supported triggers and actions for Jobber and QuickFile

Mix and match to build the exact automation you need

Jobber
Jobber Triggers & Actions
Client is updated in Jobber
Triggers when a client is updated
Try it โ†’
Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
Try it โ†’
Request is created in Jobber
Triggers the automation when a new request is created
Try it โ†’
Job is completed in Jobber
Triggers the automation when a job is marked as completed
Try it โ†’
Invoice is updated in Jobber
Triggers when an invoice is updated
Try it โ†’
Job is updated in Jobber
Triggers when a job is updated
Try it โ†’
Quote is updated in Jobber
Triggers the automation when a new quote is update
Try it โ†’
Job is created in Jobber
Triggers the automation when a new job is created
Try it โ†’
Job is closed in Jobber
Triggers the automation when a job is closed
Try it โ†’
Client is created in Jobber
Triggers the automation when a new client is created
Try it โ†’
Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
Try it โ†’
Quote approval is created in Jobber
Triggers the automation when any quote is approved
Try it โ†’
Quote is created in Jobber
Triggers the automation when a new quote is created
Try it โ†’
Get job notes in Jobber
Try it โ†’
Get client notes in Jobber
Try it โ†’
Get request notes in Jobber
Try it โ†’
Get invoice notes in Jobber
Try it โ†’
Get quote notes in Jobber
Try it โ†’
Create quote in Jobber
Generates a new quote
Try it โ†’
Get invoice noteattechments by ID in Jobber
Try it โ†’
Update client in Jobber
Update client profile
Try it โ†’
Create visit in Jobber
Create visit using the Job ID
Try it โ†’
Close Job in Jobber
Close a job using the Job ID
Try it โ†’
Create request in Jobber
Generates a new request
Try it โ†’
Create job in Jobber
Creates a new job
Try it โ†’
Add attachment to request in Jobber
Try it โ†’
Search property in Jobber
Searches for a property
Try it โ†’
Create client in Jobber
Generates a new client profile
Try it โ†’
Search client in Jobber
Searches for a client
Try it โ†’
QuickFile
QuickFile Triggers & Actions
No trigger is available
Create client in QuickFile
Generates a new client profile
Try it โ†’
Search client in QuickFile
Searches for a client
Try it โ†’
Create invoice in QuickFile
Generates invoices for sales transactions
Try it โ†’
Get invoices by ID in QuickFile
Retrieves invoices based on their unique identification number
Try it โ†’
Create item in QuickFile
Generates a new item
Try it โ†’
Create bank entry in QuickFile
Generates a new entry in the bank ledger
Try it โ†’

What can you automate with Jobber + QuickFile?

Streamline your field service bookkeeping by connecting every job, invoice, and client update directly to your accounting software.

What you can automate?
๐Ÿงพ
Create QuickFile invoices from new Jobber jobs automatically
Generate accurate invoices in QuickFile the moment a new job or quote is created in Jobber. Eliminate double-entry bookkeeping and start your billing cycle instantly.
๐Ÿ‘ฅ
Sync client records across Jobber and QuickFile
Keep client names, contact details, and billing addresses perfectly aligned. When client information updates in Jobber, QuickFile reflects those changes without manual intervention.
๐Ÿ’ฐ
Record bank entries when service jobs are completed
Automatically log transactions and bank entries in QuickFile as soon as field technicians mark a job as completed in Jobber. Maintain up-to-the-minute revenue visibility.
๐Ÿ”
Search and match client accounts before invoicing
Prevent duplicate records by searching existing QuickFile client databases before creating new accounts from Jobber submissions. Keep your accounting clean and organised.
๐Ÿ“ฆ
Map detailed line items and inventory entries
Transfer specific service items, parts, and labour hours directly from Jobber estimates into QuickFile invoices and item lists. Ensure every chargeable detail is accounted for.
๐Ÿ””
Alert your finance team when jobs close
Notify bookkeepers and finance staff immediately via Slack or email when jobs are closed or invoices are updated in Jobber. Speed up internal handoffs and review cycles.
โœฆ
Use AI to review quotes and extract billing details
Leverage AI models like ChatGPT and Claude to analyse approved Jobber quotes and structure precise line items before posting them into QuickFile.
๐Ÿ”—
Extend your workflow with Stripe and payment gateways
Connect Stripe alongside Jobber and QuickFile to process customer payments and generate secure checkout links the moment invoices are created.
And much more...

Who is Jobber + QuickFile integration for?

Field service business owners and bookkeepers managing client jobs and financial records find that connecting these systems eliminates manual data entry and keeps accounts accurate.

Bookkeepers and Accountants
Bookkeepers and Accountants
Field Service Dispatchers
Field Service Dispatchers
Account Managers
Account Managers
Operations Managers
Operations Managers
Billing Specialists
Billing Specialists
Business Owners
Business Owners
๐Ÿ“ˆ
Bookkeepers and Accountants
You compile financial records and reconcile accounts from field service operations, but your transaction lists only update when someone manually exports data, so your ledger balances are always hours behind โ€” this integration means every completed job populates QuickFile instantly and your financial data stays current.
โšก
Field Service Dispatchers
You need to dispatch crews and bill clients rapidly, but billing details get stuck in transit between scheduling tools and accounting software, delaying your invoicing workflow โ€” automating both apps means every job creation generates an invoice immediately and your cash flow moves without friction.
๐Ÿค
Account Managers
You answer client inquiries about billing status and service history, but searching across separate platforms leaves you scrambling for answers while clients wait on the phone โ€” connecting these apps means client profiles and invoice records stay perfectly synchronised so you can answer instantly.
๐Ÿ“Š
Operations Managers
The volume of daily service visits and quotes is too high for your staff to re-key into accounting software without making errors, resulting in mismatched records and reconciliation headaches โ€” with this integration, every row and invoice transfers accurately in the background without manual oversight.
๐Ÿ’ผ
Billing Specialists
You own the invoicing process and depend on field teams to hand over completed job notes before you can bill, creating bottlenecks at the end of every week โ€” this integration means completed jobs trigger invoice creation instantly so you can review and dispatch bills ahead of schedule.
๐Ÿ“‹
Business Owners
You rely on accurate financial history to make operational decisions, but fragmented data entry leaves frustrating gaps between your field operations and bookkeeping ledgers โ€” automating these platforms means your transaction history is complete, verifiable, and ready for review at any time.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Jobber + QuickFile

Build and manage your Jobber + QuickFile automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Jobber + QuickFile with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Jobber to QuickFile?
Frequently Asked Questions
You can connect Jobber to QuickFile in 1-click using ready-made templates on Integrately. It links Jobber, QuickFile, and apps like Stripe, Gmail, and Slack instantly with Integrately AI.
Can I automatically create QuickFile invoices when a new Jobber job is created?
Frequently Asked Questions
Can I connect Jobber, QuickFile, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and QuickFile?
Frequently Asked Questions
How do Jobber client updates sync with QuickFile?
Frequently Asked Questions
Can Jobber completed jobs record bank entries in QuickFile?
Frequently Asked Questions
How do I automate Jobber and QuickFile without coding?
Frequently Asked Questions
Is the Jobber and QuickFile integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Jobber or QuickFile With 1500+ Other Apps

Jobber
Popular Jobber Integrations
Connect Jobber with scheduling, customer support, and field operations tools to streamline your service dispatching.
See All
Jobber Integrations arrow right
No popular apps found
QuickFile
Popular QuickFile Integrations
Sync QuickFile with payroll, banking, and reporting applications to maintain complete financial control over your business.
See All
QuickFile Integrations arrow right
No popular apps found