Below is a breakdown of when data syncs from Skimmer to QuickBooks Online.
This can be viewed from the Activity Page under Integrations > QuickBooks Online > Activity
👤 Customers
Sync Triggers:
Sync Type | Trigger |
Customer Sync | A new customer is created in Skimmer |
Customer Sync | Selecting Edit -> Save on the customer Profile |
Customer Sync | Selecting a customer from the dropdown in Linked Customers, select Save and Sync at the bottom of the page |
Expected: If the customer does not already exist (or is not linked), Skimmer will create the customer in QBO and automatically link them. You can confirm a successful sync from the Activity page.
Note: Deleting or making a customer inactive in Skimmer does not delete or make them inactive in QBO; this action must be completed in both systems.
Best Practice(s):
Avoid manually creating the same customer in both systems. If a duplicate exists, link the correct QBO customer in Skimmer Linked Customers.
Complete the changes in Skimmer first, then confirm them in QBO.
You need to Save & Sync on this page to sync any changes.
🧾 Invoices & Payments
Sync Triggers:
Sync Type | Trigger |
Invoice/Payment Sync: | Successful Payment in Skimmer |
Past Invoice and payments: | Sync Older Invoices & Payments to QBO Select date and Start Sync Note: As long as the invoice/payment has not been synced previously it will trigger a sync for all Invoices and Payments from the selected date to the present |
Expected:
The invoice is sent to QBO with:
Invoice Date
Due Date
Invoice line Items (With description, rate, and tax)
Note to Customer = Message on Invoice
The Payment is sent to QBO with:
Payment date
Reference number
Payment method
Note: If you add anything to the Payment Memo/Notes in Skimmer, it will NOT sync to QBO. You will have to update this manually in the memo or add a photo of the check as an attachment to the payment in QBO.
Expected: Invoices are created in QBO, and Payments sync to QBO and apply directly to the associated invoice.
Best Practice:
Ensure all Invoices and Payments have successfully synced prior to the Payout. This can be viewed from the Activity Page under Integrations > Quickbooks Online > Activity
📦 Products
Sync Triggers:
Sync Type | Trigger |
Product Sync | A product is added to Settings / Products |
Product Sync: | Selecting Edit -> Save on the customer Profile |
Expected: If the product is not already linked to a QBO Product/Service, Skimmer will create it in QBO using the assigned account mappings. If there is already a product in QBO with the Same name, you will need to connect from Linked Products.
Best Practice:
Confirm Linked Products mappings before invoicing to ensure invoices sync successfully to QBO. Successful syncs can be viewed from the Activity Page under Integrations / Quickbooks Online / Activity
Selecting a new dropdown item will automatically sync here
🧪 Chemicals/Dosages
Sync Triggers:
Sync Type | Trigger |
Dosage Sync | A new Dosage is created under Settings / Readings & Dosages |
Dosage Sync | Edit and Save to a Dosage in Settings / Readings & Dosages |
Expected: Skimmer will create the Chemical in QBO under Products and Services.
Note: It is important that these chemicals do not already exist in QBO prior to syncing. If they do, you will need to change the name of them and make them inactive in QBO.
Best Practice:
Manage Chemicals from Skimmer first - confirm changes in QBO after
There is not a Linked Chemicals page. Pros need to manage Dosages in Skimmer so it syncs to QBO, then if any income account or category settings need to be changed, the pro can edit the Chemical in QBO and add this info.
🛠 Work Order Types
Sync Triggers:
Sync Type | Trigger |
Work Order Type Sync: | A new Work Order Type is created in Settings / Work Order Types |
Work Order Type Sync: | Edit and Save to a Work Order Type in Settings / Work Order Types |
Expected: Skimmer creates a corresponding Service in QBO.
Best Practice:
Confirm Linked Work Order Type mappings before invoicing to ensure invoices sync successfully to QBO. Successful syncs can be viewed from the Activity Page under Integrations > QuickBooks Online > Activity
Selecting a new dropdown item will automatically sync here
Note: Ignore the naming convention for the columns on this page. You only need to know the following:
Work order type: Skimmer Work order type
Default QBO Service for Labor: Matched QBO Service
💸 Payouts
Sync Triggers:
Sync Type | Trigger |
Payout Sync | A payout moves from In Transit to Paid Out Status in Skimmer |
Expected:
A matched deposit in QBO for your bank deposit
Associated invoices will be checked, and Skimmer Fees will be a cumulative added line item below
Best Practice:
Reference payouts in QBO with matching Reports > Payouts invoices and fees to ensure clean month-end books. As long as all invoices/payments and payouts are successfully syncing in Activity, the deposits should automatically match invoices and fees.
You should just have to select Match on the Accounting / Bank Transactions Page in QBO.