Integrations

Connecting Stripe

1. Navigate to Settings in the main navigation
2. Select the Integrations tab
3. In the Stripe section, click Connect with Stripe
4. You will be redirected to Stripe's authorization page
5. Log in to your Stripe account (or create one if needed)
6. Review and authorize the connection permissions
7. You will be redirected back to Pool Office Manager
8. Once connected, you'll see your Stripe account status and can start accepting payments

What Gets Synced

• Customer payment methods are stored securely in Stripe
• Invoice payments are processed through Stripe
• Payment status updates are reflected automatically
• Refunds can be initiated from Pool Office Manager

Disconnecting Stripe

1. Navigate to Settings → Integrations
2. In the Stripe section, click Disconnect
3. Confirm the disconnection in the dialog
4. Note: Disconnecting will not affect existing payment records or subscriptions in Stripe

Connecting QuickBooks

1. Navigate to Settings in the main navigation
2. Select the Integrations tab
3. In the QuickBooks section, click Connect with QuickBooks
4. You will be redirected to Intuit's authorization page
5. Log in to your QuickBooks Online account
6. Select the company you want to connect (if you have multiple)
7. Review and authorize the connection permissions
8. You will be redirected back to Pool Office Manager
9. The initial sync will begin automatically

What Gets Synced

• Customers - Customer records are synced bidirectionally
• Invoices - Invoices created in Pool Office Manager are synced to QuickBooks
• Items - Inventory and service items are synced bidirectionally
• Payments - Payment records are synced when invoices are paid

Manual Sync

1. Navigate to Settings → Integrations
2. In the QuickBooks section, click Sync Now
3. Select what you want to sync:
   • Customers
   • Items
   • Invoices
   • All
4. Click Start Sync
5. The sync progress will be displayed, and you'll be notified when complete

Sync Schedule

By default, QuickBooks syncs automatically:

• Customers and Items sync daily
• Invoices sync when created or updated
• Payments sync when received

Disconnecting QuickBooks

1. Navigate to Settings → Integrations
2. In the QuickBooks section, click Disconnect
3. Confirm the disconnection in the dialog
4. Note: Disconnecting will not delete any data in QuickBooks