Housecall Pro + QuickBooks Online, reviewed line by line before export.
- Import Housecall Pro invoices into one review workspace.
- See totals, balances, taxes, and mappings — and fix the draft before anything posts.
- After export, HVAC Bridge verifies what QuickBooks actually recorded matches what you approved.
Free and read-only: nothing is written to QuickBooks or your field app while it runs.
Sound familiar?
Housecall Pro and QuickBooks should tell the same story.
A field-service invoice can look finished while the accounting behind it is incomplete or mapped differently. That gap is where month-end cleanup comes from.
- A payment taken in the field lands in QuickBooks twice — or sits there unapplied while the invoice still shows as owing.
- The tax on the QuickBooks copy doesn't match what Housecall Pro charged, and nobody sees it until the sales tax return.
- Housecall Pro's built-in sync posts whatever the job says. Nothing checks it against QuickBooks before it lands in your books.
How it works
A checkpoint between Housecall Pro and your books.
Connect Housecall Pro
Paste a read-only Housecall Pro API key (Housecall Pro MAX plan; an Admin makes it in two minutes under My Apps → API Key Management). We test it against your account before saving it.
Review & audit
Every invoice lands as a draft with named checks against what QuickBooks has. Fix the lines, mappings, and taxes that need it.
Export & verify
Export the approved version — then HVAC Bridge compares what QuickBooks actually recorded against what you approved, and flags any gap.
Before you start
What you need to connect Housecall Pro
Paste a read-only key
- Housecall Pro's MAX plan. Housecall Pro only gives API keys on MAX.
- A Housecall Pro Admin login. Only Admins can make a key.
- About two minutes: My Apps → All Apps → API Key Management → Generate API Key, with Permissions set to Read-only.
- QuickBooks Online, connected with your QuickBooks sign-in.
HVAC Bridge only reads from Housecall Pro. It never changes anything there.
Line by line
Every invoice, against a named list — not a vibe.
Each imported invoice is compared against what QuickBooks has, check by check, with the disagreeing value shown in red:
- Totals
- Balance
- Tax mapping
- Customer match
- Invoice number
- Due date
- Payment gap
- Billing status
- Pending edits
What's included
The Housecall Pro connection, specifically.
Connectors differ — this is what this one does. No feature listed here is shared marketing copy; each maps to the Housecall Pro integration as built.
- Invoice import from Housecall Pro
- Customer matching
- Item matching
- Per-line tax review
- Technician capture
- Payment records from Housecall Pro
- USD & CAD invoices
- Draft editing before export
- Named audit checks on every invoice
- QuickBooks export with post-export verification
- Daily scheduled import
Mappings
Mappings become visible work, not hidden assumptions.
Every customer, item, and tax behind an export is linked to a QuickBooks record you can see. Unmatched records are flagged, and nothing posts until they're resolved — by you, or in bulk.
A direct export moves data. That's not the whole job.
Sending an invoice straight from Housecall Pro to QuickBooks gives you no checkpoint in between: no side-by-side review, no discrepancy flags, no draft to correct, and no verification of what QuickBooks actually recorded. HVAC Bridge is that checkpoint — audit, fix, approve, export, verify.
The plan
Start manual. Automate when you're ready.
Keep it right
$50/moOne plan with everything in it: the review workspace, matching, draft editing and post-export verification, plus daily scheduled import, audit mode and automatic posting — which is earned, not assumed: it unlocks after your first successful manual exports, and approval stays the default.
The check is free and read-only. A backlog already missing from QuickBooks is cleared separately — see pricing.
Questions
Which Housecall Pro plan do I need?
MAX. Housecall Pro only gives API keys to companies on the MAX plan, and only an Admin can make one (My Apps → API Key Management → Generate API Key, Permissions: Read-only). On Basic or Essentials there's no key to give us yet.
I already use Housecall Pro's own QuickBooks sync. Do I turn it off?
Not for the free check: it only reads both apps and changes nothing, so leave everything as it is — the check shows what that sync has been getting wrong. If you then start the plan, turn Housecall Pro's QuickBooks sync off the day you start. From then on HVAC Bridge posts each invoice and payment, checked against QuickBooks first, and two syncs posting the same sale is how payments end up in QuickBooks twice.
Does Housecall Pro integrate with QuickBooks Online?
Yes — HVAC Bridge imports Housecall Pro invoices with their line items, taxes, technicians, and payment records, lets you review each one, and exports the approved version to QuickBooks Online with a post-export verification.
Where do payments come from?
From Housecall Pro's own payment records on each invoice — actual payments with method and date, not an inferred number. Payment gaps between the two systems are one of the named checks on every invoice.
Does it handle Canadian accounts?
Yes — invoice currency (USD or CAD) is resolved per invoice, and Canadian tax handling is supported through the tax-mapping review.
What does it cost?
One plan, $50 a month, with every feature included. Every new account starts with a 14-day free trial — no credit card required.
Also built for the rest of your stack — one review path across all of them.
Put a checkpoint between Housecall Pro and QuickBooks.
Import your invoices, see the mismatches side by side, and export only what you've reviewed.
Free and read-only: nothing is written to QuickBooks or your field app while it runs.