Import warnings and errors occur on data that was imported into HCP. When these occur you have two options:

  1. Wipe all imported data and clean it up in Quickbooks Desktop and then reimport. We cannot wipe imported data after you have started to use Housecall Pro, it can only be done during the QBD setup.
  2. Dismiss all errors and clean up customer information in Housecall Pro. Updates to customer data in Housecall Pro will sync (or push) over to QBD when a new job for that customer is finished, the invoice sent, or the job marked as paid.

Warnings

Warning occur when not all of the data could be transferred into Housecall Pro and can only be dismissed. They cannot be reprocessed.

Typically warnings come from having missing data such as area codes, city, and/or state on a customer's profile.

You have two choices to resolve warnings:

  1. Wipe import and clean up in QBD and reimport
  2. Dismiss all import warnings by submitting a request through the blue chat bubble

Errors

Errors occur when the data import failed and that specific customer info did not transfer into Housecall Pro.

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

Did this answer your question?