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scaling up initial sync


tom180
Rookie Member
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IF YOU SCALE UP BE AWARE THAT SKIMMER IS SET TO UNSINK THE QB CUSTOMER LIST. SKIMMER CUSTOMER LIST IS SORT BY LAST NAME. AS IT SHOULD BE. I HAD EVERYTHING IN 3 PROGRAMS SORTED BY LAST NAME. THE SYNC CHANGES QB CUSTOMER NAME TO SORT BY FIRST LAST - STREET ADDRESS

 

Justine
The Pool Deck Community Team
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  • The Pool Deck Community Team
  • March 21, 2025

​Thank you ​@tom180 for your post to ensure other users are aware of the list's sorting option. As always, if any of our customers have technical questions, please ask our support team, or you can also meet with our billing and payments experts specifically for help with your Skimmer + QBO integration.


tom180
Rookie Member
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  • Rookie Member
  • March 23, 2025

LEFT OUT:

1. AS ALWAYS SKIMMER SUPPORT WAS AMAZING!

2. WAS LATE TO ZOOM MEETING MAY HAVE BEEN AVOIDED IF I INTEGRATED TOGETHER AS RECOMMENDED.


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