How to use QuickBooks Classes with Skimmer Billing integration

1. Introduction to Using Classes with QuickBooks

• The question is about using classes in QuickBooks while integrated with Skimmer.

• Classes are important for understanding business operations.

2. Syncing Products from Skimmer to QuickBooks

• Income accounts are automatically synced from Skimmer to QuickBooks.

• Each product or service added in Skimmer flows into QuickBooks.

3. Create Products in Skimmer first

• Step 1: Create your product or service in Skimmer.

4. Editing Products in QuickBooks

• Step 2: Once synced, go to QuickBooks and edit the products.

• Click on the edit button for each product.

5. Adding Categories and Classes

• After editing, add a category and class to the product.

• Example: For a 100-foot drain hose, set category as 'parts' and class as 'pool repairs'.

6. Updating Income Accounts and Historical Transactions

• Ensure the income account is set correctly (e.g., 'sales of parts income').

• If the product has been used on an invoice, update historical transactions.

7. Saving Changes

• Click save to finalize the changes.

• The next time the product is added to an invoice in Skimmer, the class will automatically be assigned.

8. Conclusion

• The process of integrating classes with QuickBooks while using Skimmer is straightforward and enhances business tracking.

I go through these steps and more in my Pool Service QuickBooks Online Training Course