Accounting

How each option works

QBO integration

QuickBooks Online becomes the place everything lands: register sales, card payments, payroll and bills, posted automatically and matched to the right accounts.

1. We review your chart of accounts with you
2. We connect each system to QuickBooks
3. Entries post on a schedule, with a log of every change

Automatic bookkeeping entries

Recurring entries like rent, loan payments and accruals post on schedule and get checked against what landed. Mistakes can be reversed with a clear record of why.

1. We list the entries you make every period
2. Each one is posted on its schedule
3. Every entry is double-checked and logged

Invoice follow-ups

Unpaid invoices get a polite reminder by email or text on a schedule you choose. Payments mark the invoice paid automatically. Pool Patchers runs this today.

1. We set the reminder schedule and wording
2. Reminders go out until the invoice is paid
3. Payments close the invoice automatically

Payroll integration

Hours from the time clock flow into payroll, and payroll flows into the books. Nobody re-types timesheets or payroll totals.

1. We connect your time clock and payroll
2. Hours are checked for missed punches
3. Payroll totals post to your books

Monthly reports

One page each month showing sales, margins, cash, best sellers and slow movers, delivered to your inbox. Clear enough to read in two minutes.

1. We choose the numbers that matter to you
2. The report builds itself at month end
3. It arrives in your inbox on the 1st

Receipt capture

Forward an emailed receipt or snap a photo of a paper one. It's matched to the purchase, categorized and filed in your books.

1. You get a receipts email address and app
2. Receipts are read and categorized
3. Each one attaches to the right transaction