Sound familiar?
What Housecall Pro users who keep books in QuickBooks tell us before a project starts.
- Our techs close jobs in the app and the office retypes the invoice into QuickBooks.
- The totals in Housecall Pro and QuickBooks disagree at the end of the month.
- Card payments taken on site don't show up against the invoice in QuickBooks.
- Price book items don't line up with our QuickBooks products, so income lands in one account.
- The built-in sync stopped one day and nobody saw it.
What we build
Each one is a working piece you can open and check when it's done.
Customers and price book matched
Housecall Pro customers are matched to QuickBooks names, and price book items are linked to products and income accounts you choose, so reports by service make sense.
QuickBooks, Xero and HubSpot integrationsClosed jobs to invoices
A completed job becomes the QuickBooks invoice with its line items, tax and technician notes, ready for the office to review before it is final if you want that step.
QuickBooks, Xero and HubSpot integrations API integrations and data syncOn-site payments and deposits
Card, cash and check payments taken in the field are applied to the right invoice, with financing or processing fees posted as their own expense.
API integrations and data syncMemberships and recurring plans
Service plan billing and visits are mapped so recurring revenue is recorded apart from one-off jobs, with rules for plan discounts agreed in the scope.
n8n, Make and Zapier automationSilent-failure alerts
A daily check confirms the sync ran, and any job, customer or payment that did not post is sent to you with the record and cause.
n8n, Make and Zapier automation Python scripts and utilitiesBackfill and tie-out
Prior jobs are loaded from a start date after a dry run in a copy, and a report compares both systems by invoice. Notes for your bookkeeper close the work.
ETL and data pipelines Dashboards and reportingThe two tools: Housecall Pro, QuickBooks.
Also connected on request: Housecall Pro, QuickBooks Online, GoHighLevel, Google Sheets, Zapier, Slack.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Plumbing jobs to invoices
Example: a plumbing company wants each closed Housecall Pro job to appear in QuickBooks as an invoice with parts and labor on separate lines.
Housecall Pro, QuickBooks Online API, scheduled jobExample project
Maintenance plans as recurring income
Example: an HVAC company selling yearly maintenance plans wants plan income recorded apart from repairs so it can see recurring revenue.
Housecall Pro, QuickBooks Online, Google SheetsExample project
Field payments tied out
Example: an electrician takes card payments on site and wants each payment to close the matching invoice and show the processor fee beside it.
Housecall Pro, QuickBooks Online API, Slack alertsQuestions people ask first
Isn't there already a native connector or app for this?
Housecall Pro has its own QuickBooks connection for many accounts, and QuickBooks-side apps exist too. We check what yours covers, set it up properly, and build around anything it can't do, such as extra accounts, custom rules or alerts.
Which plan do we need?
API access and integration options can depend on the plan, so we confirm that with you first and write it into the scope.
Who owns what you build?
You do. It is built in your own accounts, and the handover notes let your office adjust it.
How do we start?
Tell us what the office retypes after a job closes. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com