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 QBD 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 QBD.

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 QBD 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 QBD 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 QBD.

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 QBD. You may already have some of these methods setup. If so, please enter them. For methods that are not already created in QBD, you can use the suggested names or add a name and we will create it for you in QBD.

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 QBD already, add the name in the field and we will create it for you in QBD.

This article is part of a collection on the Quickbooks Desktop Integration

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