Billing & Payments

Invoicing, payment processing, quotes, Stripe, and Biller Genie.

• QuickBooks Integration
• Payment Processing Options Comparison
• Biller Genie Integration Setup
• Connecting QuickBooks Online After Converting from Desktop
• Billing Workflow
• Creating Invoices
• QBO Invoicing Troubleshooting and Codes
• Quickbooks Desktop — Converting Service Reports into Invoices with ZedAxis & Initial Setup
• QuickBooks Online Setup and Integration
• QuickBooks Online — Data Import
• Merging Customers in POM + QBO
• Connecting QuickBooks to Pool Office Manager: Understanding Default Income & Expense Accounts
• Quickbooks Desktop — Converting Service Reports to Invoices w/out Initial Setup
• New Billing Page
• Converting from QB Desktop to Online
• Understanding Local vs QuickBooks Invoicing
• Biller Genie + Fortis Integration Setup