How to Connect Housecall Pro with QuickBooks

If you use Housecall Pro to manage your service business, connecting it with QuickBooks can save you time and reduce bookkeeping mistakes. The integration helps keep your customer invoices, payments, and expenses in sync automatically. Here’s a simple guide on how to connect the two platforms.

Step 1: Check Your QuickBooks Version

Before you start, confirm which QuickBooks product you’re using. The integration only works with QuickBooks Online, not QuickBooks Desktop. Make sure you have admin access to both your QuickBooks and Housecall Pro accounts so you can complete the setup.

Step 2: Open the Integration Settings in Housecall Pro

1. Log in to your Housecall Pro account.
2. Click on the My Apps or Integrations section from the main menu.
3. Find QuickBooks Online in the list of available integrations.
4. Click Connect to start the process.

Step 3: Sign In to QuickBooks

You’ll be redirected to a QuickBooks login page. Enter your QuickBooks Online credentials and grant permission for Housecall Pro to connect. This allows the two systems to share information like customers, invoices, and payments.

Step 4: Choose What to Sync

Once connected, you’ll see options for what data should flow between the platforms. You can choose to sync:

• Customers: Automatically creates or updates customer records in QuickBooks.
• Invoices: Sends completed jobs or invoices from Housecall Pro to QuickBooks.
• Payments: Syncs payments received in Housecall Pro with your QuickBooks records.

Select the options that make the most sense for your business. You can change these settings later if needed.

Step 5: Match Existing Data

If you already have customers or invoices in both systems, you’ll need to match them up so there are no duplicates. Housecall Pro will prompt you to review and confirm any existing matches. Take your time on this step—accurate data here keeps your books clean.

Step 6: Test the Connection

After setup, try creating a test invoice in Housecall Pro and marking it as paid. Then open QuickBooks Online to confirm the invoice and payment appear correctly. If everything looks right, the integration is complete and ready to go.

Step 7: Keep Things Updated

Once connected, the systems will automatically sync data in the background. You can always check the Integrations tab in Housecall Pro for sync logs, settings, or to disconnect if you ever switch accounting tools.

Benefits of Connecting Housecall Pro with QuickBooks

• Saves hours of manual data entry
• Reduces errors in accounting
• Keeps customer information consistent
• Makes tax season and reporting much easier

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