Accounting
What it is

QuickBooks Online.

Two-way sync for invoices, payments and clients. Push invoices from PSS into QBO automatically — or pull the other direction. Your books stay clean without anyone re-keying anything.

Two-way
Sync direction
Real-time
On invoice events
-100%
Re-keying work
Re-keying work
Invoice · generated on visit close
Diagram
INVOICE · #1188Bayview Estates · monthlyMonthly service$165.00Chlorine · 4 lbs$28.00Cyanuric · 2 lbs$14.00Filter clean$45.00Total · auto-pay$252.00→ paid · synced to QBOSTEP 1Visit closesSTEP 2Invoice generatedSTEP 3Auto-pay runsSTEP 4Books synced
Invoice · generated on visit close
Line items from the visit, chemicals at cost, paid online
Two-way
Sync direction
Real-time
On invoice events
-100%
Re-keying work
What it is

How QuickBooks Online fits into PSS.

A direct, two-way integration between PSS and QuickBooks Online. Invoices generated when a visit closes flow straight into QBO. Client records, payment status and chart-of-accounts mapping all stay in sync — every direction, every day.

How it works

Three steps. Connected once, then it just runs.

Built so your bookkeeper, office and tech don't have to think about it. Set it up once; it works for you forever.

API request + response
GET /v1/visits?date=today{  "stop": 7,  "status": "complete",  "fc": 2.8,  "photos": 6}WHAT YOU CAN BUILDPull visits + readingsPush clients + propertiesWebhooks on visit closeRate-limited · token auth
Step 1

Connect QBO.

Connect QBO.

OAuth handshake from PSS settings. One-time setup, ~3 minutes.

QuickBooks sync · account mapping
PSSvisits · invoices · clientsAccountingledger stays cleanPush invoices + paymentsPull clients + statusTWO-WAY SYNCNo re-keyingRuns on a schedule
Step 2

Map accounts.

Map service types and products to your QBO income accounts.

QuickBooks sync · account mapping
PSSvisits · invoices · clientsAccountingledger stays cleanPush invoices + paymentsPull clients + statusTWO-WAY SYNCNo re-keyingRuns on a schedule
Step 3

Sync runs.

Every invoice, payment and client change syncs in real time.

Key benefits

What it does for the business.

Where the QuickBooks Online integration pays back the setup cost — usually in the first week.

01
Two-way invoice + payment sync
Two-way sync
Invoices and payments move both ways.
02
Client records stay in sync
Client records in sync
Client details match in PSS and QBO.
03
Chart-of-accounts mapping per service
Account mapping
Map each service to a chart-of-accounts line.
04
No more end-of-month re-keying
No re-keying
No more end-of-month re-entry.
05
Auto-reconcile Stripe payouts to QBO
Stripe payouts reconciled
Stripe payouts reconcile to QBO automatically.
06
Audit-clean export anytime
Audit-clean export
Export clean records anytime.
FAQ

Frequently asked questions.

What pool service operators ask before they wire QuickBooks Online up. Have another? Reach out — a real human will get back to you.

Is the sync real-time or batched?
Is the sync real-time or batched?
Can I map our chart of accounts?
Can I map our chart of accounts?
What if I create an invoice in QBO directly?
What if I create an invoice in QBO directly?
See it in a dedicated demo

See QuickBooks Online live inside PSS.

A dedicated demo with someone who knows pool service. No slides, no theater — just the product, connected to the tools you already use.

See it in a dedicated demo

See QuickBooks Online live inside PSS.

A dedicated demo with someone who knows pool service. No slides, no theater — just the product, connected to the tools you already use.