QuickBooks Online Setup and IntegrationUpdated 2 years ago

This guide explains how to integrate QuickBooks Online and your Pool Office Manager software for the initial setup. 

Seamless Sync between POM and QBO:

-Customers

-Items

-Invoices

-Payments

For a brief overview video: https://youtu.be/91eUUFPDVsY

1. To get started, contact [email protected] to activate. The cost to use the integration is $25/month

2. Backup your QuickBooks Online before starting: https://quickbooks.intuit.com/learn-support/en-us/back-up-data/back-up-and-restore-your-quickbooks-online-advanced-company/00/482774

POM performs backups daily at 2am and 2pm Eastern Time. We can restore POM Data to any point for a rolling 60 days.

3. Setting > Edit Company - Billing Info

   Select Connect With QuickBooks, login and approve access

4. This step is not required.

To Import all of your customers or items select the respective button

Or Import POM Data into your QuickBooks

    Customers can be synced on an individual basis by viewing the customer in POM

5. You can now begin creating invoices.  Create an invoice from the customer profile or the billing page. Once the invoice is generated, the invoice will be automatically synced with your QuickBooks Online.

Changes in Customer Profiles will sync to either platform

Changes in Items and Inventory will sync to either platform

Payments, Invoices are instantly synced between platforms

Sync Details

1. Syncing occurs anytime you save, or update a client profile or item from either platform. When you create an invoice, and when you receive a payment.