Software/Operating System Requirements
We integrate with all US versions of Quickbooks Desktop.
We support Quickbooks Desktop versions that are less than 3 years old than the current calendar year.
We integrate with the Contractor, Pro, Premier and Enterprise editions.
We only integrate with the Windows version and do not support Quickbooks Desktop for MAC or any other operating system.
Quickbooks Desktop is required to be up to date and running on Windows 10.
If Quickbooks Desktop is hosted in the cloud by a 3rd party, please verify that they allow integrations with other software. If not, you won’t be able to integrate with HCP unless you discontinue that service or switch to Quickbooks Online.
When Setting Up the Integration
The setup must be completed by a user that is an admin in both Housecall Pro and Quickbooks Desktop.
The setup must be completed in single-user mode within Quickbooks Desktop.
You cannot use a server computer. You must complete the setup on a computer that has access to Quickbooks Desktop.
It is critical that you maintain a stable internet connection until the setup is complete.
You must disable sleep mode settings on your computer.
IF YOU ARE **NOT IMPORTING YOUR DATA*** - SKIP THE NEXT 2 BELOW:
What Information Will be Imported into Housecall Pro?
All customers (active and inactive) Inactive Customer go into Housecalls "Deleted Customer List"
Only one level of sub customers (parent/child) will import into Housecall Pro
All price list items (active and inactive) Inactive price list items will be archived and will not be visible
Price list item categories this includes inventory/non-inventory items)
All invoices (paid and unpaid)
Non-tax and taxable codes
What Information Will NOT be Imported into Housecall Pro?
Credit memos or sales receipts
Percent based line items
Nested price list items
Multiple levels of sub-customers
Multiple tax codes,
After the Initial Import, How Will the Integration Work?
Once history is imported and verified, the integration will become a one-way sync from Housecall Pro to QBD only
HCP will push to Quickbooks Desktop when a job is marked finished, and invoice is sent to a customer, or an invoice is marked paid