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How to Connect QuickBooks Online & Housecall Pro
How To Prepare Your QuickBooks Online Data For Housecall Pro
How To Prepare Your QuickBooks Online Data For Housecall Pro

Review the data in QuickBooks Onine prior to moving that data into QuickBooks Housecall Pro.

Ian avatar
Written by Ian
Updated over a week ago


You will want to clean up your Quickbooks Online data before you import your customer info into Housecall Pro. The image below shows the fields that will import over to Housecall Pro. The field highlighted in yellow needs to be corrected to look like the billing address. This will prevent any errors when the information is imported to HouseCall Pro.

Once your data is cleaned up and the customer info in Quickbooks Online matches the fields that get imported into Housecall Pro. You are ready to import your info from Quickbooks Online to Housecall Pro. Click here to learn how. 

Learn more about how Housecall Pro easily integrates with your Quickbooks Online account.

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