Arrow pointing right

Connect Housecall Pro to Quickbooks like Magic

How to Use Magical to Transfer Data from Housecall Pro to Quickbooks
Install Magical
Connect your apps with ease

Transfer Data from Housecall Pro to Quickbooks: A Step-by-Step Guide

With Magical, you can transfer data from Housecall Pro to Quickbooks in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Housecall Pro to Quickbooks, helping you streamline your workflow and optimize your business processes.

Get Magical for Free

More Housecall Pro integrations with Magical

What Housecall Pro data can you transfer

Magical enables you to transfer a wide array of data from Housecall Pro to Quickbooks. Here are some examples of the information you can extract:

Customer Name
Service Details
Invoice Number
Payment Status
And move more types of information by creating your own custom labels.

How to Transfer data from Housecall Pro to Quickbooks using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Housecall Pro to Quickbooks for more efficient business operations. Follow these steps:

  1. Sign in to your Housecall Pro account and open the job containing the data you want to transfer, such as customer information and service details.
  2. In Housecall Pro, label the information you want to transfer with Magical, like Customer Name, Service Details, or Invoice Number.
  3. Sign in to your Quickbooks account and open the record where you want to add the Housecall Pro data.
  4. Type "//" in an empty field and select the information you want to transfer from Housecall Pro such as Customer Name, Service Details, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Housecall Pro and Quickbooks

Efficient data transfer in business operations is crucial to maintaining customer satisfaction and streamlining workflow. Housecall Pro is a powerful field service management software and Quickbooks is a robust accounting solution. Combining the capabilities of these two platforms can significantly enhance your business operations. By leveraging Magical, you can easily move information from Housecall Pro to Quickbooks, allowing you to focus on improving your services and customer satisfaction.

Other ways to connect Housecall Pro and Quickbooks

Using Zapier

Zapier provides a seamless connection between Housecall Pro and Quickbooks, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Housecall Pro and Quickbooks is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time business insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Housecall Pro and transfer data directly to Quickbooks. The extension is designed to simplify the process of data collection by automating the extraction of information from Housecall Pro. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

Ready to save time with Magical?

Add to Chrome – it's free
Chrome Store · 4.6 stars · 2,620+ reviews