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