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

PRO TIP: If you run QBD 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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