Quickbooks Desktop

Learn about the integration between Housecall Pro and Quickbooks Online. We support US versions of Quickbooks Desktop (QBD) for Windows only (2017 or later) Quickbooks Desktop is required to be…

18 articles in this collection
Written by Connor Kuehnle and Taylor Morrison

How to Setup the Quickbooks Desktop Integration

Quickbooks Desktop (QBD) Integration Walkthrough

This video will walk you step by step through connecting Quickbooks Desktop to Housecall Pro, importing in data, and setting up the sync.

Written by Taylor Morrison
Updated over a week ago

Make Sure Your Quickbooks Desktop is Ready to Integrate

Step 1 is to ensure that your QBD integration meets requirements

Written by Taylor Morrison
Updated over a week ago

Connecting Housecall Pro and Quickbooks Desktop

Step 2 is to connect Housecall Pro and Quickbooks Desktop (QBD)

Written by Taylor Morrison
Updated over a week ago

Import Data from Quickbooks Desktop

Step 3 is to import data from Quickbooks Desktop (QBD) into your Housecall Pro account

Written by Taylor Morrison
Updated over a week ago

Set Up the Sync between Housecall Pro & Quickbooks Desktop

Step 4 establish the sync back to Quickbooks Desktop (QBD) from Housecall Pro

Written by Taylor Morrison
Updated over a week ago

How to Set Up the Quickbooks Desktop Integration Without Importing Data Into Housecall Pro

Learn how to bypass importing your QBD job history, customer list, and price list into Housecall Pro when setting up the HCP/QBD Integration

Written by Taylor Morrison
Updated over a week ago

Import Warnings & Errors from Quickbooks Desktop

Learn what causes these warnings and errors during the import process from QBD and how to resolve.

Written by Taylor Morrison
Updated over a week ago

How the Integration Works

How do service agreements push over to Quickbooks Desktop?

Learn how service agreements in Housecall Pro push over into your Quickbooks Desktop.

Written by Taylor Morrison
Updated over a week ago

Example Scenario: How HCP pushes invoices to QBD

See an example of what happens when Housecall Pro pushes an invoice into Quickbooks Desktop.

Written by Taylor Morrison
Updated over a week ago

Quickbooks Desktop Export Errors

Learn about errors that occur when Housecall Pro pushes or exports data into your QBD account.

Written by Taylor Morrison
Updated over a week ago

How Does the Quickbooks Desktop Integration Work If I Don't Import Data Into Housecall Pro?

Learn your workflow for managing the QBD Integration if you did not import data into Housecall Pro.

Written by Taylor Morrison
Updated over a week ago

What if I need to Convert a Job from Quickbooks Desktop (QBD) into and Estimate in Housecall Pro?

Learn how to handle converting a job that was imported into HCP from QBD into an estimate

Written by Taylor Morrison
Updated over a week ago

How to Manually Sync with the Quickbooks Desktop Integration

Learn how to manually sync data through your QBD Integration so that Housecall Pro will push data into Quickbooks Desktop for you.

Written by Taylor Morrison
Updated over a week ago

What Information does Housecall Pro Sync (push) to Quickbooks Desktop?

Learn what information Housecall Pro will sync to your Quickbooks Desktop account if you have the integration setup

Written by Taylor Morrison
Updated over a week ago

What are Default Accounts?

Setting up default accounts is a requirement of the Quickbooks Desktop (QBD) Integration. Learn more about them.

Written by Taylor Morrison
Updated over a week ago

How to Set Up the Automatic Sync to Quickbooks Desktop

Learn how to set up auto-syncing of your QBD Integration so that Housecall Pro automatically pushes data into Quickbooks Desktop for you.

Written by Taylor Morrison
Updated over a week ago

Errors

Quickbooks Desktop Web Connector Error: Application Request to Abort

Learn what to do if you get this QBD error

Written by Taylor Morrison
Updated over a week ago

Invalid Reference to Quickbooks Item Sales Tax "no tax"

Written by Connor Kuehnle
Updated over a week ago