QuickBooks Online – Set Up Your Connection

To learn how to connect your Skimmer account to you QBO account and begin utilizing our data integration for billing information, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

Step-by-step instructions . . .

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Skimmer lets you sync all of your billing, customer, and product data to QuickBooks Online seamlessly and automatically. Here’s how to set up your connection to QBO. On the website, go to Integrations and then choose QuickBooks Online. You will need to have admin rights in QBO in order to do this.

Once there, you’ll need to connect your Skimmer account to QBO and then initiate the sync. Click Connect to QBO when you’re ready to get started. Quick note–if you already connected Skimmer to QBO with the older version of this integration, you may not need to reconnect here, it may already be done. If you still need to, though, you’ll see this Connect to QBO button.

Confirm the QBO account you’re connecting through, and then you’ll be redirected back to Skimmer.

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At this point, the sync is not active. We’ve only established the connection between Skimmer and QBO. The next step is to make sure your customer and product information matches in both systems. So if there are customers in QBO that aren’t currently in Skimmer, click the button to import them. The same goes for products.

You also want to make sure that customer names match in both systems. For example, if you have a customer listed as The Smiths in QBO, but John and Jane Smith in Skimmer, you’ll need to edit one or both to make sure they say the exact same thing. Also, be sure to review active and inactive customers in both systems. If a customer is listed as inactive in Skimmer, you’ll want to ensure they’re also inactive in QBO, and the same goes for active. Their status should be the same on both sides.

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Once you have the connection and your data matches in both systems, it’s time to get them talking to each other. Under Accounts, validate what’s listed in the two dropdown boxes, which are populated by QBO. When a product or service is created in QBO, an Income Account must be chosen for that item. With this integration, whenever you create a product in Skimmer, it will automatically sync to QBO and be created there. What you select in the first dropdown box determines which income account is assigned to those products.

What is Payment Deposit to Account? In QBO, when you collect a payment, that payment has to be deposited into an account that you’ve selected. So the payment records that Skimmer sends to QBO must also be associated with an account, and you’ll choose that account here. Again, the options presented in both of these dropdown lists come directly from what you have in your QBO account. So make sure that you choose the correct accounts for your company. When you’re ready to initiate the sync, click the toggle box at the bottom, telling Skimmer to sync with QBO.

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Before we do that, we’ll show you a couple of example images. When the toggle the sync ON, before it actually begins, you may get a pop-up alert that tells you Skimmer has noticed some potential duplicates. You can either look into these and resolve them now, or download the list of potential duplicates and look into them later, or depending how your info is organized you may have no problem with there being duplicates. Either way, Skimmer is just letting you know, so feel free to click Continue if and when you’re ready.

If you currently have any credits applied to customer accounts in Skimmer, you may also get a pop-up alert for that. Again, it’s not necessarily highlighting a problem, just letting you know so that you’re aware of the full situation going forward with the QBO sync.

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Now we’ll toggle the sync ON. You’ll get the Save & Sync pop-up, which just lets you know one last time what’s about to happen between these two systems. When the sync is initiated, all of the customers, products, dosages, pool service, and work order types in Skimmer will be synced to QuickBooks Online, and they will appear there as QBO Customers, Products, and Services.

Click Save & Sync, and the sync process will begin. Depending on how much information needs to be transferred, you may see the sync progress bar pause for a few seconds, even up to a minute, but don’t worry, it’s just processing the information and it will move forward.

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Once the initial sync is completed, you can check the Activity log, which will show all of the actions performed during the sync. Now the systems are connected and the sync is live. Moving forward, Skimmer is the source of information for both systems. Data is created in Skimmer and flows to QBO, not the other way around. The information moves in one direction.

Also, with this QBO integration enabled, the sync is always on. So when new information is created in Skimmer, it will automatically be copied over to QBO. If at any time the connection to QBO is lost or interrupted, but the sync is still toggled on and enabled, Skimmer will hold onto any new data created during that disconnected time, and once the connection is reestablished, it will be sent to QBO and saved.

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To continue and view the tutorial on syncing your data, click here.