QuickBooks Online and Housecall Pro integration
QuickBooks Online and Housecall Pro, one customer list and every invoice in the books
CRM Connector keeps Housecall Pro customers and QuickBooks Online customers the same, both ways or one way, brings every Housecall Pro invoice into QuickBooks with what the customer paid, and turns an estimate accepted in QuickBooks into a Housecall Pro job. Housecall Pro runs the jobs, QuickBooks keeps the books, and nobody retypes a customer or an invoice.
- API key for Housecall Pro
Customers both ways, invoices and accepted estimates one way each
At a glance
Customers stay the same on both sides, Housecall Pro invoices arrive in QuickBooks Online, and accepted estimates become Housecall Pro jobs.
What syncs
- CustomersBoth ways
- Invoices from Housecall ProInto QuickBooks Online
- Accepted estimates into jobsInto Housecall Pro
Good to know
- Mobile number
The QuickBooks phone lands in the Housecall Pro mobile number.
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether QuickBooks Online or Housecall Pro leads when the same record changed in both since the last sync.
Options for QuickBooks Online and Housecall Pro
- Only invoices from a date you pick
- Only sent, overdue or paid invoices
- Only invoices above an amount you pick
- Everyone, customers only or leads only
- Only Housecall Pro customers with a tag you pick
- Only estimates accepted from a date you pick
Record by record
What syncs between QuickBooks Online and Housecall Pro
Which QuickBooks Online field matches which Housecall Pro field, and what each change does.
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.
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.
Yes, one way, from Housecall Pro into QuickBooks Online:
- Items as lines
- Each discount as a negative line
- The tax as one extra line, so the total matches
- What the customer paid as a payment
The other way, an estimate accepted in QuickBooks Online can become an unscheduled Housecall Pro job with its lines.
Housecall Pro's own integration sends customers, invoices and payments from Housecall Pro into QuickBooks Online.
CRM Connector:
- Keeps customers in step both ways
- Brings invoices with their payments from Housecall Pro into QuickBooks Online
- Turns an estimate accepted in QuickBooks Online into a Housecall Pro job
- Lets you choose per integration which customers and which invoices travel
Let only one of the two handle each record type: if Housecall Pro's own integration also sends your customers or invoices, every customer or invoice is written twice.
Ask your AI assistant
Ask ChatGPT or Claude about QuickBooks Online and Housecall Pro
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
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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.