Step 1: Enter your Account Names
In order to properly sync transactions to QuickBooks Desktop, we need to know what default accounts to push payments, refunds, list items, taxes, and tips to.
If these default accounts are set up already in your QuickBooks Desktop account, please enter the names exactly as they are set in your QuickBooks Desktop account. If you don't have these accounts set up, no problem, add a name in that field and we will create it for you in QuickBooks Desktop.
What are these accounts for?
Bank account - This is the name of the bank account that receives deposits
Accounts receivable - The account for jobs not paid at time of service
Income account - The account that logs sales and service revenue
Gratuity account - This is a liability account for tips received
Step 2: Enter Your Item and Tax Information
Taxes will need to be enabled in QuickBooks Desktop, even if you do not charge tax. You will be required to create a 0% tax rate in that instance. Learn how to manage sales tax settings in QuickBooks Desktop here.
If these default accounts are set up already in your QuickBooks Desktop account, please enter the names exactly as they are set in your QuickBooks Desktop account. If you don't have these accounts set up, no problem, add a name in that field and we will create it for you in QuickBooks Desktop.
What are these accounts for?
Service item - line items that are added to an invoice but not saved in your items list
Discount item- discounts added to an invoice
Gratuity items - tips added to an invoice
Tax vendor - who you pay taxes to
0% tax rate - name of rate when you do not charge tax
Taxable sales tax & Non-taxable sales tax code - auto-created when you turn on sales tax.
Step 3: Enter Your Payment Methods
Your customer can pay for a job using various different payment methods in Housecall Pro. The selected method used on each job will sync to QuickBooks Desktop. You may already have some of these methods setup. If so, please enter them. For methods that are not already created in QuickBooks Desktop, you can use the suggested names or add a name and we will create it for you in QuickBooks Desktop.
Housecall Pro will need to sync to a default account for all payment methods, even if you do not plan to use that payment method. For the default accounts that aren’t set up in QuickBooks Desktop already, add the name in the field and we will create it for you in QuickBooks Desktop.
Step 4: Choose to Sync Manually or Automatically
Syncing to QuickBooks Desktop can be done manually or setup to run automatically in Web Connector. If you run QuickBooks Desktop in multi-user mode we suggest syncing manually
To set up auto-syncing
Check the auto run box
Select the increment you want the sync to run in minutes
60 minutes increments is the suggested time frame
Manual syncing can be utilized with auto-syncing
To manually sync:
Check the box to the far left of Web Connector
Click “update selected”
You can sync as often as you’d like following to two steps above
