The Scenario
Quarter end was last week. Your bookkeeper needs to reconcile every payment received in Q1 against the bank deposits. The payment records are in JobNimbus. The bank statement is a PDF she has already transcribed into column A of a sheet. She needs the JobNimbus side of the comparison.
The bad version:
- Log into JobNimbus. Navigate to payments. Filter by date range. Click the first payment record. Copy the invoice reference, amount, date, and method. Paste into the sheet.
- Repeat for each of the 90 payments received in Q1.
- At payment 60 she notices the date format in JobNimbus is MM/DD/YYYY but the bank statement uses YYYY-MM-DD. She stops and goes back to reformat every row she has already entered.
She is supposed to be doing reconciliation, not data transcription.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It pulls every payment from JobNimbus and writes them into the sheet — formatted and ready to compare.
Fetch all JobNimbus payments and write the related invoice ID, payment amount, payment date, and payment method into columns A, B, C, D of my Q1 Payments sheet.
What You Get
- Every payment from JobNimbus written into the sheet — one row per payment record.
- Invoice ID in column A, amount in column B, date in column C, method in column D.
- No partial export limited by scroll position. All records in one pass.
- Data ready to sort by date, filter by method, or join against the bank statement in the adjacent column.
What If the Data Is Not Quite Ready
You only want payments from Q1, not the full history
The full payment history going back years would overwhelm the reconciliation sheet.
Fetch all JobNimbus payments where the payment date is between 2026-01-01 and 2026-03-31. Write the invoice ID, payment amount, payment date, and payment method into columns A through D of my Q1 Payments sheet.
Payment dates come back in a different format than the bank statement uses
Your bank statement dates are in YYYY-MM-DD. JobNimbus returns dates in a different format and the mismatch breaks the comparison formulas.
Fetch all Q1 JobNimbus payments and write invoice ID into column A, amount into column B, payment date reformatted as YYYY-MM-DD into column C, and payment method into column D of my Q1 Payments sheet.
You need to match payments against invoice records to get the customer name
The payment export only has invoice IDs, not customer names. For the reconciliation report, your controller wants customer name alongside each payment.
Fetch all Q1 JobNimbus payments and write invoice ID in column A, amount in column B, date in column C, and method in column D. For each invoice ID, look up the related JobNimbus invoice and write the customer name into column E.
You need the full reconciliation comparison built in one pass
Your bank statement is already in column G (date) and column H (amount). You want the JobNimbus side pulled and a match/mismatch flag added without doing the join manually.
Fetch all Q1 JobNimbus payments and write them into columns A through D of my Q1 Payments sheet. Then, for each row, check whether the amount in column B matches any amount in column H within plus or minus 0.01. Write Matched or Unmatched into column E, and if matched, write the corresponding bank date from column G into column F.
The payment pull and the reconciliation comparison in a single prompt.
Try It
Get the 7-day free trial of SheetXAI and open the reconciliation sheet your bookkeeper uses each quarter, then ask it to pull all Q1 JobNimbus payments directly into the sheet — formatted the way the bank comparison needs them. See also how to export open invoices for collections follow-up or the JobNimbus hub.