✅ Best Practices
Create and manage all invoices in Skimmer
Record all payments in Skimmer
Review the Activity Page regularly, especially before payouts post
Confirm account mappings before your busy season
Verify linked Customers, Products, and Work Order Types before generating invoices
Reconcile payouts monthly (or weekly if volume is high)
🚫 Common Mistakes to Avoid
Creating Customers, Products, or Work Order Types in both systems before linking
Updating or changing Products and Services in QuickBooks first
Ignoring Activity Page errors
Skipping review of Linked Customers, Products, or Work Order Types
“Cleaning up” Products and Services in QuickBooks before confirming links in Skimmer.
Simple rule of thumb:
Do your work in Skimmer first. Then confirm everything flows correctly to QuickBooks.