If you create a new customer in your Housecall Pro account and they are not currently in your QuickBooks Desktop account, there are a few different ways to get that information to push over:
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 or test job and scroll to the bottom of the job and click the 3 vertical dots then choose to manually push the job into Quickbooks Desktop.
As soon as the web connector runs, the customer information will push over to Quickbooks Desktop.
Below are customer fields in Housecall Pro and their corresponding field in QuickBooks Desktop.
HCP | QuickBooks Desktop |
First Name | First Name |
Last Name | Last Name |
Display Name | Display Name |
Company | Company name |
Mobile Phone | Main Phone |
Home Number | Alt. Phone |
Main Email |
Note: Address Pushes over into Address details box
HCP | QuickBooks Desktop |
Street | Street address 1 |
Unit | Street address 2 |
City | City |
Zip | ZIP code |
State | State |