You can import your price book into Housecall Pro with a QuickBooks import when you first connect the the QuickBooks Online integration. To start this process:
2. Click Go to app store
The industry, category, and item name, as well as the description, that you have assigned to each item in Quickbooks will then populate in your HCP price book:
You also have the option to import your price book directly within Housecall Pro. You can do this through the top menu bar with the price book template .CSV file through the price book directly:
Otherwise, to import a price list/price book from Quickbooks Online, the list can be emailed as a .CSV file to firstname.lastname@example.org.
Here is a step-by-step for how to import your Price Book:
Step 1. From your web portal main dashboard, click “Price Book” from the top main navigation.
Step 2. Click the settings button in the top right corner of the page:
From the drop-down options, choose import Price List.
Step 3. Click + INDUSTRY on the top right corner to create a Price Book for a set of services you offer.
Step 4. From here, you’ll need to click the blue text CSV template file to download a template first.
You should be able to access your downloaded CSV template file in your download folder.
Fill out the CSV file with the category, name, description, amount, cost, taxable, and unit of measure of your service items.
Then click the blue NEXT button to get to the next step.
Step 5. When you have the downloaded the CSV template filled out with your price book information, save the CSV file.
Upload your CSV file in the upload section and click the blue IMPORT button.
The uploading process may take a few minutes, and you will receive a notification in your email once the process has been completed.
Step 6. You can now access your price book by navigating through the panel on the left.
Importing your Price Book by industry
Step 1. Select your industry from the drop-down list and upload an image to help your techs better visualize and identify this price book.
Step 2. After creating your industry, click the industry, and look for the option labeled “Import my Price List from a file”.
Then follow steps 4-6 from the above section
We import all price book items and categories under a single industry, based on what industry other items are under.
For top-level items, we put them into a category called Uncategorized. This is because in HCP, all price book items must be under some category and QBO does not have the same restriction.