QuickBooks Online Class tracking is now available in Housecall Pro. Classes from QuickBooks Online are imported as Business Units in Housecall Pro.
Prerequisite for Class Tracking in Housecall Pro
Only available for QuickBooks Online users.
Class Tracking must be turned on in QuickBooks Online.
Only available to pros who use class tracking on the ENTIRE TRANSACTION
How do I turn on Class Tracking in QuickBooks Online?
Log in to your QuickBooks Online Account
Click on the gear in the upper right corner
Click "Account and Settings" from the menu
Select "Advanced" from the left navigation
Open the "Categories" section
Turn on Classes and select "One to entire transaction"
Importing Classes from QuickBooks Online
Pros who import data from QuickBooks Online will also import classes. Classes are imported as Business Units in Housecall Pro.
Imported jobs from QuickBooks Online will include any class that is applied to a job. These will appear as business units on the job.
You can find Business Units in Housecall Pro under settings>job fields> business units.
How do I get my existing Classes in Housecall Pro as Business Units?
There are two ways to get classes in Housecall Pro as Business Units.
Import from QuickBooks Online.
Log in to Housecall Pro and go to the QuickBooks App Details Page from the Apps icon in the navigation.
Once the import is complete, your Classes will appear as Business Units.
Add Classes as Business Units to Housecall Pro
Log in to Housecall Pro and go to the gear icon in the upper right corner
Select Job Fields
Scroll down to add Business Units.
You must add the Business Unit exactly as it appears as a Class in QuickBooks Online. Otherwise a new class with a similar name will be created in QuickBooks.
NOTE: Invoices previously imported will not include classes.
Applying Business Units to jobs in Housecall Pro
Apply a Business Unit to a job on the Jobs page.
Create a new Business Unit or Apply an existing Business Unit to the Job. Imported classes from QuickBooks Online will also appear in the list.
Exporting jobs with Business Units to QuickBooks Online as Classes
Jobs exported to QuickBooks Online that include a new or existing Business Unit will be exported to QuickBooks Online automatically as a class is applied to the job.
New classes will be created in QuickBooks Online if one does not already exist.