Receiving a check


This is a documentation of the entire process of receiving a check in Jobber and then making the deposit in QuickBooks.

Jobber Part: Recieving checks in Jobber

  • So the first part of this is receiving the check on Jobber. For example, today we have two checks. So what I do is I add up the total amount of the two checks and I write it down in front of me. We have one check for BASACO for 155 and another for Adams for 236.26 which amounts to 391.26. 
NOTE: What's important, is if you have one check for multiple invoices, you will have to write down the total amount and then start subtracting down the invoices underneath them because of the way Jobber works.
You have to receive each invoice at a time, and then you want to make sure that it zeroes out at the end.
If there's excess money, you will need to overpay one of those invoices.

  • If you’re an admin on jobber, go here and start searching for the client’s name
  • Scroll down to the invoice section
  • A new window will pop up, click the ‘’Collect Payment’’ button
  • Start filling out the information like Method, check number and click the ‘’Save’’ button.
  • You're going to look up the next client for whom you're receiving a check and do the same process as above.
NOTE: You're going to make sure the check amount matches the invoice amount. 
It's the most important part because you have to put the actual amount that you're receiving in the invoice. Into this screen and where that gets tricky is that Jobber doesn't allow you, it allows you to but in one screen doesn't allow you to receive multiple payments for different invoices if you only have one check for different invoices. 
But that's not the case today, but it is very important to triple-check that the total amount of the check equals all the invoices when that is the case.
  • Perform a sync within Jobber (see screenshot below)
  • A new window will pop up after hitting the ‘’Sync & Settings’’. 
  • Scroll down and click the ‘’Sync to QuickBooks Online’’ button


  •  Syncing will take a couple of minutes or longer. Wait until the sync is done

Quickbook Part: Make the Actual Deposit in the TD Bank RegisterNOTE: After receiving the checks in Jobber and confirming that all amounts balance out, especially if you have a check that is for multiple invoices, you want to make sure that those invoices equal the amount of the checks.

And if not, apply more to an existing invoice or vice versa, don't just assume the amount equals out to the invoices.

The next step is you received your payments on Jobber. You went over to QuickBooks, you synced it. Now we're going to go over and find the payments you just received and make the actual deposit in the TD Bank Register.

  • Log in to QuickBooks
  • Click the ‘’ + New’’ button
  • A new window will pop up, click then the ‘’Bank deposit’’ under OTHER
  • Once you’re on Bank deposit, find the amounts you have just synced from Jobber to Quickbooks
  • Tick the box before them and hit the “Save and new’’ button
  • And that’s it. Now, it should show up in the bank register, ready to be cleared. 
  • And once it's cleared, you will see it here.

Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.