How to Integrate Housecall Pro with QuickBooks?
Housecall Pro is a home services business software that helps businesses streamline their operations, increase efficiency, and improve their customer experience. With its comprehensive suite of tools, Housecall Pro enables businesses to manage their operations from a single platform, including scheduling, dispatching, invoicing, estimates, and pipeline. Businesses can easily set up new and recurring jobs and automatically send job details to assigned employees. It enables them to create and customize estimates to their specific needs and track labor and supply costs, providing real-time insight into their expenses. In this article, we will explain how to integrate Housecall Pro with QuickBooks.
What Are the Advantages of Integrating Housecall Pro with QuickBooks?
Housecall Pro can also be integrated with QuickBooks Online, but here are the steps to integrate it with QuickBooks Desktop
- Automatically synchronizes invoices, customers, line items, and payments with QuickBooks.
- It offers a batch invoicing feature, allowing users to select multiple invoices and generate them all at once.
- Includes a drag-and-drop workflow management board, which tracks customers across their lifecycle.
- Allows users to send digital invoices with a payment link and automate follow-ups on past-due invoices.
How to Integrate Housecall Pro with QuickBooks?
These are the steps to integrate Housecall Pro with QuickBooks Desktop.
- Log into your Housecall Pro account.
- Navigate to “My Apps.”
- Click “GO TO APP STORE.”
- Find “QuickBooks Desktop” and click “Learn More.”
- Toggle on the app from disabled to active.
- Click “DOWNLOAD AUTHENTICATION.” A QWC authentication file will be downloaded to your system.
- Open QuickBooks Desktop.
- Navigate to File > Update Web Services.
- Click on the “Add an Application” button.
- Select the QWC authentication file that you downloaded and click “Open.”
- A “Authorize New Web Service” window will pop up, click on the “OK” button.
- A QuickBooks certification window will pop up, select “Yes, prompt each time” and click “Continue.”
- Open QuickBooks Web Connector.
- Check the box on the left of your screen next to “HousecallProQBWC.”
- Click on the “Update Selected” button.
- Once the synchronization process is completed, go back to your Housecall Pro account.
- Reload the QuickBooks Desktop App page.
- Click on the “I’VE VERIFIED BY ACCOUNT” button.
Apps4Rent Can Help with Housecall Pro and QuickBooks Integration
With Housecall Pro and QuickBooks integration, businesses can easily track expenses, generate invoices, and manage payments, all from a single platform, helping them make informed decisions based on accurate, up-to-date financial data.
As an Intuit Authorized Hosting Provider, Apps4Rent provides dedicated QuickBooks hosting services, which are powered by top-tier SSAE 16 data centers in New York and New Jersey. With extensive experience in third-party integrations, we can help you seamlessly configure and integrate QuickBooks with Housecall Pro without any data loss. Contact our QuickBooks experts available 24/7 via phone, chat, and email for any assistance.
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