What does Housecall Pro push to QuickBooks Desktop?
Jobs themselves:
When marked finished
When the invoice is emailed or sent to the customer in Housecall Pro
When they are marked paid
Information on jobs:
Customer name
Address
Service date
Line items (name, description, price)
Tax rates
Payments
Customers:
When a update to the “bill to” info is made in HCP we will sync the change to QuickBooks Desktop.
How do payments push to QuickBooks Desktop?
All payments will sync to Undeposited Funds.
Credit card payments will need to be manually reconciled. You will need to create a journal entry to account for the cc processing fees.
What if I make a change or add payments to a Job that came to Housecall Pro during my import from QuickBooks Desktop??
Any payments added or changes made to imported jobs (Jobs not created in HCP) will not sync to QuickBooks Desktop and will need to be added to QuickBooks Desktop manually.
Housecall Pro does not support:
Job classes
Inventory items
Multiple tax codes