If you create a new customer in your Housecall Pro account who is not currently in your QuickBooks Online account, here are a few different ways to push that information over into QuickBooks Online:
Create a test job and hit one of the action buttons (Finished, Invoice Sent or Paid)
Create a real job and hit one of the action buttons (Finished, Invoice Sent or Paid)
Created a real/test job and scroll to the bottom of the job and click the 3 vertical dots and manually push the job into QuickBooks Online
The instances above will push the new Housecall Pro customer information over into QuickBooks Online.
Please note the following customer fields that will push over from Housecall Pro into QuickBooks Online in the images below
HCP | QuickBooks Online |
First Name | First Name |
Last Name | Last Name |
Display Name | Display Name |
Company | Company name |
Mobile Phone | Mobile Number |
Home Number | Phone number (Primary) |
Work Phone | Other |
Customer Notes | Notes |
HCP | QuickBooks Online |
Street | Street address 1 |
Unit | Street address 2 |
City | City |
Zip | ZIP code |
State | State |