Online Course
Set Up Your QuickBooks
On Your Own Schedule
Starting fresh with QuickBooks?
The only QuickBooks training designed specifically for Pool Pros using Skimmer or Pool Brain. Don't let a "messy" sync ruin your season. Learn the exact setup to integrate perfectly—no cleanup required.
Instructor, Sharon Burch
The #1 QuickBooks Referral Partner for Pool Industry Software Leaders
Build a Pool Business That Runs—and Scales—on Autopilot.
Clean, professional books are the foundation of a valuable business. Whether you want to dominate your local market today or sell your company for top dollar five years from now, this course provides the financial infrastructure to get you there.
How We Help
Most bookkeepers don't understand how Pool Brain or Skimmer talks to QuickBooks. We do. We show you how to book income and reconcile payments so your bank balance actually matches your app.
How It Works
Everything you need to set up your QuickBooks.
Designed for the owner-operator who wants professional-grade books without the professional-grade price tag.
The Pool Pro Blueprint:
A pre-built Chart of Accounts and Classes so your categories make sense for chemicals, routes, and repairs.The Perfect Sync:
Step-by-step setup for Skimmer or Pool Brain so payments flow into QB without double-entry.20-Minute Weekly Maintenance: A routine to keep your books "Tax-Prep Ready" in less time than it takes to vacuum a pool.
Reports You Can Trust: Learn to pull real-time profit and loss statements so you know exactly which routes are making money.
Phase 1: The Foundation
Setting up your custom Chart of Accounts, Classes, and Products & Services.
Phase 2: The Bridge
Connecting your field software (Skimmer/Pool Brain) the right way.
Phase 3: The Routine
Weekly checklists to keep your reports accurate and tax-ready.
Course Options
Master the exact QuickBooks Online setup designed for the pool industry. Whether you use Skimmer or Pool Brain, I’ll show you how to automate your income and see your true profit in real-time.
Pool Service QuickBooks
+
Billing Integration
Perfect for owner-operators using Pool Brain software and who want to set up their QuickBooks Online account for the first time.
$497
Online Course
$2,500
Starter Retainer
Get stuck? No problem.
If you realize your setup is more than you want to handle, you can upgrade to our Full-Service option at any time. We will apply 100% of your $497 course fee toward your professional retainer.
Pool Service QuickBooks
+
Billing Integration
Perfect for owner-operators using Skimmer software and who want to set up their QuickBooks Online account for the first time.
$497
Online Course
Get stuck? No problem.
If you realize your setup is more than you want to handle, you can upgrade to our Full-Service option at any time. We will apply 100% of your $497 course fee toward your professional retainer.
Who is this NOT for?
Note: This course is for new QuickBooks accounts. If you have years of 'messy' data to fix, schedule a free consulting call.
How We Help
Clients' Voices
Testimonials from other pool servcie business owners, admins, and bookkeepers
Why Pool Service QuickBooks?
Frequently Asked Questions
Clear answers to help you make confident financial decisions.
Do I have to stop using Skimmer or Pool Brain?
No. In fact, we want you to keep using them. Our job is to make sure your field software and QuickBooks Online are "talking" to each other perfectly. We are the #1 recommended referral partner for both Skimmer and Pool Brain support teams; when they have a client with complex QuickBooks issues, they send them to us. We make the integration seamless so you can focus on the routes.
My QuickBooks is a "green" mess. Can you actually fix it?
Absolutely. We specialize in "deep-clean" bookkeeping. Whether your accounts haven't been reconciled in months or your field app has created hundreds of duplicate entries, we can scrub your books clean. There’s a reason Pool Brain and Skimmer support refer their toughest "messy book" cases to us—we know exactly how to untangle the sync and get your reports back to crystal clear.
Why should I work with you instead of a local general bookkeeper?
Because we speak "Pool"—and the software companies trust us. A general bookkeeper likely won't understand how a chemical stop or filter repair syncs from your field app. We are officially listed on the Skimmer and Pool Brain help pages as the go-to experts for QuickBooks troubleshooting. We don’t just "do books"; we optimize the specific tech stack you use every day.
What is the investment for a QuickBooks cleanup?
Every pool business is unique, so we don't use one-size-fits-all pricing. Cleanups begin with a $2,500 starter retainer. We track progress through transparent hourly milestones, ensuring you only pay for the specific expertise and manual work required to get your books crystal clear.
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