Understanding Local vs QuickBooks Invoicing
Pool Office Manager offers two invoicing modes: Local Invoicing and QuickBooks Invoicing. This guide explains the differences and helps you choose.
What is Local Invoicing?
Local invoicing keeps all invoice data within POM:
- Invoices created and stored in POM
- No external accounting software required
- Simpler setup
What is QuickBooks Invoicing?
QuickBooks invoicing syncs with your QuickBooks account:
- Invoices sync to QuickBooks Online or Desktop
- Two-way data synchronization (QBO)
- Professional QB invoice templates
Quick Comparison
| Feature | Local Invoicing | QuickBooks Invoicing |
|---|---|---|
| Setup Complexity | Simple | Requires QB connection |
| Accounting Integration | None | Full QB integration |
| Invoice Storage | POM only | POM + QuickBooks |
| Payment Tracking | In POM | Syncs with QB |
| Financial Reporting | Basic | Full QB reporting |
| Cost | Included | Requires QB subscription |
When to Use Local Invoicing
Choose Local Invoicing if you:
- Don't use QuickBooks
- Want simple, standalone invoicing
- Are just starting out
- Don't need advanced accounting features
When to Use QuickBooks Invoicing
Choose QuickBooks Invoicing if you:
- Already use QuickBooks for accounting
- Need professional accounting reports
- Want automatic financial reconciliation
- Use a CPA or bookkeeper who needs QB access
Switching Between Modes
You can switch invoicing modes in Settings:
- Go to Settings → Company → Invoicing
- Select your preferred mode
- Follow setup prompts
Warning: Switching modes may affect historical data. Contact support for guidance.
Setting Up QuickBooks Connection
- Go to Settings → Integrations → Apps
- Click Connect next to QuickBooks
- Log in to your QuickBooks account
- Authorize the connection
- Map your accounts and items