Can I sync Housecall Pro and QuickBooks Online both ways?

Yes. Housecall Pro starts the integration, and on a two way route changes made in QuickBooks flow back into Housecall Pro.

Are Housecall Pro jobs or invoices synced?

No. Between Housecall Pro and QuickBooks Online the platform syncs customers; completed jobs only tell it who is a paying customer.

How does Housecall Pro connect?

With an api key created by an admin of your Housecall Pro account. Api access needs the Housecall Pro MAX plan.

Why does an address change not reach Housecall Pro?

Housecall Pro only takes an address when a customer is created, so later address changes are made in both systems.

Can I sync only paying customers?

Yes. Pick customers only, and only customers with a completed job travel.

Will it create duplicates?

No. Before anything is created in QuickBooks Online or Housecall Pro, the platform looks for the same record first and updates that one instead. Records synced before stay linked.

What if the connection to QuickBooks Online or Housecall Pro drops?

The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.

How often does it sync?

From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.

CRM Connector Platform

QuickBooks Online and Housecall Pro, one customer list

Housecall Pro runs the jobs, QuickBooks Online keeps the books. CRM Connector keeps the customer list the same in both, so every customer you serve can be invoiced in QuickBooks without retyping.

Connect QuickBooks Online Connect Housecall Pro

Api key for Housecall Pro
Either system can lead
7 day free trial

Customers, two way or one way

Customers

At a glance. Customers stay the same on both sides. Below: which field matches which, and what every change does.

Your choice

Two way or one way

Keep both systems identical, or let one feed the other. You decide per record type.

Two way

Housecall Pro starts the integration and changes made in QuickBooks Online flow back into Housecall Pro as well.

You pick whether Housecall Pro or QuickBooks Online leads in a conflict
Changes on either side travel
Nothing bounces back and forth

One way

Housecall Pro feeds QuickBooks Online and QuickBooks Online changes stay in QuickBooks Online.

Housecall Pro stays the source of truth
QuickBooks Online always has the latest customers
Switch to two way later

Fine tune it:Everyone, customers only or leads onlyEvery 30 minutes up to every 3 days

Record by record

What travels, and what each change does

Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.

Starts in

Fields

Company nameBoth waysCompany
Given nameBoth waysFirst name
Family nameBoth waysLast name
Primary emailBoth waysEmail
Primary phoneBoth waysMobile number
Billing addressWhen createdAddress
Not in QuickBooks OnlineOnly in Housecall ProLead source
Has paid invoicesEach works it outHas completed jobs

It happens in QuickBooks Online, then in Housecall Pro

A new customer
Looked for in Housecall Pro on an exact email or phone match. Updated when found, otherwise created with the address.
Name, company, email or phone changes
The same change is made to the Housecall Pro customer on the next sync.
The address changes
Not carried: Housecall Pro takes an address only when the customer is created.

Housecall Pro connects with an api key created by an admin of your Housecall Pro account; api access needs the Housecall Pro MAX plan.

How a sync runs

One sync, step by step

What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.

Which system leads?

Connections

Leads

CRM

Follows

Step 1 of 7

Both connections are checked

Credentials for QuickBooks Online and Housecall Pro are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.

Conflicts

When both sides changed the same record

For each two way record type you choose whether QuickBooks Online or Housecall Pro leads. The leading side always runs first in a sync.
It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.

Between two syncs

The mobile number of the same customer is changed in both systems

Leading system

+1 512 555 0144

+1 512 555 0177

Two different values. Run the sync to see which one both systems end up with.

Good to know

What is particular to this pair

What holds for QuickBooks Online or Housecall Pro on its own is on its own page.

Housecall Pro starts the integration: It can only be the source; QuickBooks changes still flow back.
Mobile number: The QuickBooks phone lands in the Housecall Pro mobile number.
MAX plan needed: Housecall Pro only offers api access on its MAX plan.

How QuickBooks Online behaves How Housecall Pro behaves

FAQ

Questions about QuickBooks Online and Housecall Pro?

Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.

Still not sure? Contact us

Can I sync Housecall Pro and QuickBooks Online both ways?: Yes. Housecall Pro starts the integration, and on a two way route changes made in QuickBooks flow back into Housecall Pro.
Are Housecall Pro jobs or invoices synced?: No. Between Housecall Pro and QuickBooks Online the platform syncs customers; completed jobs only tell it who is a paying customer.
How does Housecall Pro connect?: With an api key created by an admin of your Housecall Pro account. Api access needs the Housecall Pro MAX plan.
Why does an address change not reach Housecall Pro?: Housecall Pro only takes an address when a customer is created, so later address changes are made in both systems.
Can I sync only paying customers?: Yes. Pick customers only, and only customers with a completed job travel.
Will it create duplicates?: No. Before anything is created in QuickBooks Online or Housecall Pro, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
What if the connection to QuickBooks Online or Housecall Pro drops?: The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
How often does it sync?: From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.

Ready to connect QuickBooks Online and Housecall Pro?Start your 7 day free trial

Sign in to QuickBooks Online and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.

Start free trial Request integration

Every system

What syncs with what, per system, in plain words.

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Plans and billing

Four plans from $29.99, billed monthly through Stripe.

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