Housecall Pro

How Credit Card Tips are added to QuickBooks Online

Managing Credit Card Tips in QuickBooks Online

How to map Income Accounts from Housecall Pro Price Book Services and Materials to QuickBooks Online Services.

QuickBooks Online: Income Account Mapping

QuickBooks Online Advanced Pro Advisor and HCP Certified Partner covers how credit card refunds work with QuickBooks Online.

How do credit card refunds work between Housecall Pro and Quickbooks Online?

Taylor Morrison

Betty Bramlitt

Angel

Get help with integrating Housecall Pro with QuickBooks Online.

QuickBooks Online

Learn how Service Plan invoices in Housecall Pro push over into your QuickBooks Online.

How do Service Plan Invoices Push over to Quickbooks Online?

This article shows how to update customers in QuickBooks Online to ensure they will be imported into Housecall Pro.

Organizing Customers in QuickBooks Online

QuickBooks Online Advanced Pro Advisor and HCP Certified Partner goes over credit card deposits between HCP and Quickbooks Online.

How do credit card deposits work between Housecall Pro and Quickbooks Online?

James Griner, QuickBooks Online Advanced Pro Advisor and HCP Certified Partner goes over how the HCP/QuickBooks Online integration works.

What happens in Quickbooks Online when you do something in Housecall Pro?

In this Mastermind Online, QuickBooks Online Advanced Pro Advisor and HCP Certified Partner walks us through the benefits of the integration

Why have Housecall Pro and Quickbooks Online integrated together?

Brief overview of the necessary steps you need to take before, during, and after you integrate QuickBooks Online with Housecall Pro

QuickBooks Online Integration Overview

Learn how Housecall Pro will send a refund to QuickBooks online

How do Refunds Work With the QuickBooks Online Integration?

Housecall Pro can now import, save and export QuickBooks Online classes

QuickBooks Online: Class Tracking

How does the Quickbooks Online / Housecall Pro Integration Work?

Review the data in QuickBooks Onine prior to moving that data into QuickBooks Housecall Pro.

How To Prepare Your QuickBooks Online Data For Housecall Pro

What QuickBooks Online account is HCP connected to? Did all my invoices import? Learn about your Quickbooks Online Account configuration.

How Can I See Which Quickbooks Online Account I am Connected To and the Status of the Integration?

Learn how to connect to your QuickBooks Online account and import your customers, job history, and price list data if you choose.

Connect Housecall Pro & QuickBooks Online

Connect HouseCall Pro to QuickBooks Online from the iOS Mobile Application

How do I integrate with QuickBooks Online on the iOS App?

How to Connect Quickbooks Online & Housecall Pro

Review the data in QuickBooks Desktop prior to moving that data into QuickBooks Online.

How To Prepare Your QuickBooks Desktop Data For QuickBooks Online

How to export your customer list from Quickbooks Desktop into a CSV File

Move from QuickBooks Desktop to QuickBooks Online so you can import your data into HCP and use the QuickBooks Online Integration ongoing

Transfer from QuickBooks Desktop to QuickBooks Online

Jil O.

Migrating from QuickBooks Desktop to QuickBooks Online?

Should you need to manually reconcile a cash, check, or other payment in QuickBooks Online, this article will show you how.

How to manually reconcile cash, check, and other payments in Quickbooks Online

Automatic reconciliation of credit card payments and credit card processing fees.

How does Automatic Credit Card Reconciliation work in QuickBooks Online?

How to change which bank account in Quickbooks Online your credit card transactions will reconcile to.

How to change your QuickBooks Online Credit Card Reconciliation Account

Reconciling QuickBooks Online if you have been affected by the Stripe Issue

Helpful steps when it is necessary to manually reconcile a credit card payment in QuickBooks Online

How to Manually Reconcile Credit Card Payments in Quickbooks Online

Reconciliation in QuickBooks Online 

How to resolve invoice number errors with QuickBooks Online

Duplicate invoice error

HCP customer is linked to the wrong QuickBooks Online customer

Linked customer match error

Errors with Service Agreements and QuickBooks Online

Errors involving the Service Plan Invoice

HouseCall Pro invoice has the same number as a QuickBooks Online credit memo

QuickBooks Online duplicate credit memo error

Vendor in QuickBooks Online with the same name as a customer

A vendor was found in QuickBooks with the same name as this customer

QuickBooks Online customers with the same name as employees

An employee was found in QuickBooks with the same name as this customer

When processing refunds in HCP sometimes you can refund more money by credit card than you take in. This video shows you how to resolve this

Credit Card Refund Issues

Learn what causes and how to resolve business validation errors in Quickbooks Online

Business validation QuickBooks Online errors

Learn what causes and how to resolve the sales tax error with Quickbooks Online

Sales tax QuickBooks Online Error

Learn what causes and how to resolve the duplicate document error with Quickbooks Online

Duplicate document QuickBooks Online error

Learn what causes and how to resolve the duplicate customer error with Quickbooks Online

Duplicate customer QuickBooks Online error

QuickBooks Online Customer Support

Most common QuickBooks Online errors, and how you can resolve them

Common QuickBooks Online Errors

How to dismiss QuickBooks Online Errors you do not want to REPROCESS

Dismiss QuickBooks Online Errors

Learn what Automated Sales Tax is in QuickBooks Online and how to override the Automated Sales Tax rate if needed.

How to Resolve QuickBooks Online Automated Sales Tax (AST) Issues

Common QuickBooks Error for Credit Card Auto Reconcilation

QuickBooks Error - Invalid Item Ref

Tax Rate Errors

Tomas Waples

How to Resolve Common Quickbooks Errors

Whether you are having an issue with invoice numbers not matching up or you haven't even connected QuickBooks Online to HCP yet

How to coordinate invoice numbers between Housecall Pro and Quickbooks Online

When does Housecall update invoices in Quickbooks Online

When do invoices get pushed to Quickbooks?

Where is my invoice?  It's not in QuickBooks Online, but it should be.

Why hasn't my invoice or payment pushed to QuickBooks Online?

mark job paid, send payment, quickbooks online

How to mark a job paid without sending the payment to QuickBooks Online

See the list of all payments pushed over to Quickbooks to be reconciled

Where do I view undeposited funds in Quickbooks

How labor and material price list items in Housecall Pro export to the Parts and Services list in QuickBooks Online

Labor vs. Materials - Exporting to QuickBooks Online

Prevent duplicate invoice numbers and set your own invoice number sequence

QuickBooks + HouseCall Pro Invoice Numbering

Alyssa Moretti

Force the system to push an invoice and any related payments to your connected QuickBooks Online Account

How to Manually Push an Invoice & Payment to QuickBooks Online

Manually force HCP to pull a payment from QuickBooks Online if you accidentally marked an invoice paid and need the payment in HCP.

How to Import a Payment From Quickbooks Online for a Specific Invoice

Mark an invoice paid in HCP without sending the payment to QuickBooks Online. Avoid duplicate payments if payment has already been recorded.

How to Add a Local Payment

Manually pushing customer information to your QuickBooks account

Customer Information

Garrytt Commiato

How to Manually Push/Pull 

Importing your Price Book

Pushing price book items to QuickBooks Online

Manual Price Book Push

Manually updating services for linked items in QuickBooks Online and HCP.

Updating Services

Adding new service information from HCP to QuickBooks account

New Services

Pushing material records over to QuickBooks account

Materials

Matching Price Book Items

Jeff H.

Price Book

How invoice sync with QuickBooks is triggered in HCP

Sync Trigger

QuickBooks Online - All about Invoice Transfer

Payment Sync

Line Item Sync

Service Address

Cancelled or Deleted Invoices

Pushing invoice data from HCP into your QuickBooks account.

Manually Pushing Information

Customer Sync

Casey N.

Salem H.

Invoices

QuickBooks Online - All About Payments

Checks Integration

To avoid payment duplication, you can mark a job as paid in Housecall Pro without sending a local payment over to Quickbooks Online.

Local Payment

This article shows how cash is transferred and reconciled from HCP to QuickBooks Online

Cash Integration

How to manually push a payment from Housecall Pro into QuickBooks Online

Manually Pushing Payments

Nicole J.

Payments

QuickBooks Desktop: Class Tracking

Judy Gingerich

Learn about the integration between Housecall Pro and QuickBooks Desktop. We support US versions of QuickBooks Desktop (QBD) for Windows only (2017 or later). QuickBooks Desktop is required to be up to date and running on Windows 10. 

QuickBooks Desktop

QuickBooks Desktop: Setup Sync: Accounts: Bank Account

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

Quickbooks Desktop Integration Walkthrough

Step 1 is to ensure that your QuickBooks Desktop integration meets requirements

Make Sure Your Quickbooks Desktop is Ready to Integrate

Step 2 is to connect Housecall Pro and Quickbooks Desktop

Connecting Housecall Pro and Quickbooks Desktop

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

Import Data from Quickbooks Desktop

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

Set Up the Sync between Housecall Pro & Quickbooks Desktop

Learn how to bypass importing your Quickbooks Desktop job history, customer list, and price list into Housecall Pro

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

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

Import Warnings & Errors from Quickbooks Desktop

How to Setup the Quickbooks Desktop Integration

Quickbooks Desktop Credit Card Deposits

Force the system to push an invoice to your connected QuickBooks Desktop Account

How to Manually Push an Invoice to QuickBooks Desktop

Downloading a new QWC file

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

How do service agreements push over to Quickbooks Desktop?

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

Example Scenario: How HCP pushes invoices to QuickBooks Desktop

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

Quickbooks Desktop Export Errors

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

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

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

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

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

What are Default Accounts?

Learn how to set up auto-syncing of your HouseCall Pro data into QuickBooks Desktop.