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How to Set Up the Automatic Sync to QuickBooks Desktop
How to Set Up the Automatic Sync to QuickBooks Desktop

Learn how to set up auto-syncing of your HouseCall Pro data into QuickBooks Desktop.

Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Syncing to QuickBooks Desktop can be done manually or setup to run automatically in Web Connector.

PRO TIP: If you run QuickBooks Desktop in multi-user mode we suggest syncing manually.

To set up auto-syncing

  • Open QuickBooks Web Connector

  • Select the Housecall Pro Application by checking the box on the far left

  • 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

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

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