SkimSync

Support

Help for pool companies using SkimSync, including QuickBooks Online billing.

Contact us

Email haydenp14141414@gmail.com. We reply on business days, Central Time. Include your company name, what you were doing, and, for QuickBooks problems, the invoice number and the intuit_tid from Settings → QuickBooks. Never send passwords, authenticator codes, or card numbers.

Common questions

How do I connect QuickBooks Online?

Sign in as the company owner and open Settings → QuickBooks, then click Connect to QuickBooks. Intuit asks you to sign in and pick your QuickBooks Online company. You come back to SkimSync with a "Connected" badge. Then choose which QuickBooks items SkimSync lines map to, and switch "How homeowners are billed" to QuickBooks. QuickBooks Desktop is not supported.

How do I disconnect QuickBooks?

In Settings → QuickBooks, click Disconnect. SkimSync revokes its access at Intuit, deletes the stored sign-in, and switches new invoices back to SkimSync billing. Invoices already in QuickBooks stay there. You can also remove SkimSync inside QuickBooks (gear menu → Apps → My apps, or your Intuit account's connected apps). SkimSync notices on its next sync and asks you to reconnect.

QuickBooks says "Reconnect needed." What happened?

Intuit ended SkimSync's sign-in. That happens when someone disconnects the app in QuickBooks, an admin changes access, or the connection is not used for 100 days. Click Reconnect QuickBooks on the QuickBooks settings page. Invoices created in the meantime wait and sync after you reconnect. Nothing is lost.

An invoice did not sync to QuickBooks.

The QuickBooks settings page lists failed invoices and a log of recent QuickBooks errors with each one's Intuit transaction ID (intuit_tid). Common fixes: pick an active QuickBooks item for each line type, make sure the customer is not inactive in QuickBooks, then click Sync now. Busy or temporarily unavailable responses from QuickBooks are retried automatically. If it still fails, email us the invoice number and the intuit_tid.

What does SkimSync do in my QuickBooks company?

Only what billing needs: it reads your products/services and invoice balances, creates or matches customers, creates invoices for completed visits, asks QuickBooks to email them, and reads payments so SkimSync can mark invoices paid. It does not touch your bank feeds, payroll, or reports. Sign-in tokens are encrypted at rest and never shown in the browser. See the privacy policy.

How do I turn on two-factor sign-in, and what if I lose my phone?

Owners can open Sign-in security (also linked from Settings), scan the QR code with an authenticator app, and enter the code. Save the 10 recovery codes shown once. If you lose your phone, enter a recovery code instead of the 6-digit code. If you have none left, email us from the account's address and we will verify you before resetting it.

How do I change or cancel my SkimSync plan?

Open Billing in the office app. Trials can be canceled before they end and nothing is charged. Questions about a homeowner invoice go to the pool company named on it.

Can I move my customers over from Skimmer?

Yes. Export customers from Skimmer as a CSV and use Customers → Import. Skimmer is a trademark of its owner; SkimSync is not affiliated with or endorsed by Skimmer.

How do I export or delete my company's data?

Invoices can be exported from the Invoices page. To close your account and delete your company's data, email us from the owner's address.