Hello and Welcome to Paythepoolman Help Pages!


You can import your Quickbooks Desktop customer list into Paythepoolman. This is a great way to streamline customer entry and setting up autobilling.


Here's a great Youtube video to see the process! Quickbooks Import 


You will export your data from Quickbooks software - just copy and paste what is needed into our importer spreadsheet that is attached to this page or send an email to support@paythepoolman.com.

When you are copying/pasting the information, you want to be sure not to edit anything that is already a part of the spreadsheet (except for deleting the example customers). When you complete this you will:


1. Navigate to your Company Settings (Gear/Wheel Icon in top right corner of your screen)
2. Navigate to Quickbooks
3. Click "Send list for verification" action button


Once our team has verified the information, you'll see the options as displayed in the video at the top of this page. 


Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!


Here's the link:  https://www.youtube.com/@Paythepoolman


If you have any other questions or need further assistance, you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166. 

Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST


Have a nice day!