QBO and Skimmer synching

Hi Kim,

Do you have an example of how the payment was received outside of skimmer? We accept zelle and venmo so those payments go to Payments to deposit for my accounting records and when I take the payment in skimmer I mark it as Other and put a memo. Then I reconcile it accordingly. Is this something different?

Otherwise, I would just not invoice it in skimmer and do a one off invoice in QB. I have some customers (very small handful) that I send initial invoice from skimmer, then bill them out in QBO. I then zero out the invoice and make a note that I billed it in QBO so it doesn’t duplicate the funds or add confusion. 

I hope this helps. Let me know!

Crystal

The owner of the company received Zelle payments and deposits checks directly to his business account but not through Skimmer.  So he records the payments in Skimmer as “other” but then the payment comes over to QB as a bank deposit to the account instead of going to undeposited funds.  

Ok, I just checked my settings, so Integrations - Quickbooks Online - The main page should have the Accounts settings and for Products and Service Income Account Should go to QB Payment Sales and then just below that it should say Payment Deposit to Account and you select Payments to deposit.

All of your checks and zelle/venmo should still be recorded in skimmer billing as either check or other, you can then memo if you want to note it zelle or venmo. Then when you go into QB, you have to then do a bank deposit for each zelle and match the date, then as checks are deposited, you match the checks with each deposit when they go into the bank account accordingly. Each zelle is its own bank deposit unless a customer sends the equivalent of multiple invoices, then you add it as an account credit then apply to each invoice. I hope this makes sense. The payment of checks/zelle should be recorded in Skimmer and once the payment is applied in skimmer, the invoice interfaces into QB and that check, zelle or venmo should be going into the payments to deposit until you reconcile them.

I hope I did not overexplain this. Let me know if this helps. This took me a little while to figure out but I have been using skimmer billing now for 8 months and I love it.