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Housecall Pro + accounting options
Housecall Pro + your accounting system, done right
Housecall Pro tracks jobs, invoices and payments. Choose your accounting system below to see how to compare those records with the books, including invoices that were changed after their first transfer. QuickBooks, Intacct and Xero need their own connection checks.
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Choose your accounting or ERP system
Select the accounting system used with Housecall Pro to see what the vendor documents, what must be confirmed for the installed route, and which finance questions the supplied records can support.
Finance workflow guide
Vendor-documented routeHousecall Pro → QuickBooks Online
Compare changed invoices with their existing QuickBooks records and check the supported update procedure.
Review this connection →
Finance workflow guide
Confirm transfer routeHousecall Pro → Sage Intacct
Preserve distinct invoice and job IDs, then test migration history and company-level accounting links.
Review this connection →
Finance workflow guide
Confirm transfer routeHousecall Pro → Xero
Confirm the actual handoff route, retain invoice revisions and payments, and choose Xero tracking categories.
Review this connection →
HCP invoice identity, historical pushes and later revisions are useful starting checks for QuickBooks. Those documented QBO procedures do not establish a native Intacct or Xero route.
Choose the accounting or supplier-payment system below. Each guide explains the documented product scope and the practical records to compare in your own setup.
Use an API, an approved report export or permitted browser automation according to the records you need. Reopen the resulting accounting record to verify a correction; the route itself does not establish that an invoice was posted or a payment cleared.
Checks to choose the right finance workflow
Start with the source records and destination behavior relevant to Housecall Pro. A documented connector and a proposed finance workflow are different scopes; the destination guide explains which evidence supports each one.
Inspect the existing invoice after a revision
Save the original HCP invoice ID/number and its linked QBO ID, then compare the revised lines, amount and date. Follow the documented push behavior for the installed route. Verify the existing destination copy before collections; creating a second invoice can misstate the receivable.
Preserve invoice identity rather than substituting job number
Retain the HCP invoice number/ID and the distinct job ID. Design the accounting reference to match the intended invoice, customer and entity. Test the exact permitted transfer route; a job number is not a reliable substitute for the documented invoice identity.
Confirm the route before reusing QuickBooks instructions
Identify whether the HCP-to-Xero handoff uses an installed connector, partner, API or approved export. Obtain its invoice, revision and payment scope. Test that actual route; HCP's QBO manual-push procedure is not evidence of Xero behavior.
Frequently Asked Questions
Do I need to switch off Housecall Pro?
No platform replacement is assumed. First trace an HCP invoice, its linked accounting copy and the supporting payment or cost records.
Is cash-versus-accrual reporting specific to Housecall Pro?
No. Cash versus accrual is an accounting-basis distinction across systems. HCP's documented historical pushes and invoice revisions are specific checks on the selected source records, not the origin of that distinction.
Will Level make me lock my QuickBooks?
Closing-date controls and correction approvals are finance decisions. Preserve the revision, affected period and approved adjustment; permission changes, reopening a closed period and verifying the posted correction require the authorized finance owner.
Is integration work charged separately?
Implementation scope and commercial terms are agreed for the engagement. See /pricing; vendor licensing and partner responsibilities remain separate.
Official product sources
Product references establish the stated scope; Level's record comparisons are finance-side recommendations.
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Let's get Housecall Pro talking to your accounting system
Get a finance-side assessment of your Housecall Pro setup, including record scope, mappings, controls and unresolved evidence.
No commitment. Real numbers, not generic advice.