Trades on Housecall Pro
Bookkeeping for trade shops on Housecall Pro and QuickBooks.
Books and Trucks does monthly bookkeeping for trade shops on Housecall Pro and QuickBooks Online: Books for Housecall Pro from $599 a month, Books Pro for Housecall Pro from $995 a month with job costing, payroll and bill pay, and all past books cleaned up free when you start.
Booked calls: weekdays, 9am to 5pm Eastern. By phone, or 30 minutes on Teams.
You run the jobs in Housecall Pro. We keep QuickBooks Online in step with it: every payout matched to the bank, fees, tips and deposits booked, sales tax filed, and the books closed every month.
Books behind? We fix the Housecall Pro settings and clean up all your past books at no charge when you start.
- Fee fixed in writing, month to month
- You keep Housecall Pro and your QuickBooks file
- Housecall Pro and QuickBooks matched every month
Three things Housecall Pro owners say to us on the first call
“Housecall Pro says we got paid. The bank deposit is a different number.”
“Undeposited Funds in QuickBooks keeps getting bigger.”
“My CPA asked why the deposits show up as sales.”
Housecall Pro sends invoices, payments and payouts to QuickBooks in one direction only, and it now books fees, tips, deposits and surcharges to accounts of its own. When a setting is off, or someone edits a synced invoice in QuickBooks, the two drift apart month after month. It is fixable, and it stays fixed once someone checks it every month.
Where a card payment goes before it reaches your bank
- Step 1
Customer pays by card
The payment, and any card tip, is taken in Housecall Pro against the job's invoice.
- Step 2
Held in Undeposited Funds
The sync puts the payment in QuickBooks' holding account until the payout.
- Step 3
Payout, fee taken off
Housecall Pro groups the payments, books its processing fee and creates one deposit for the rest.
- Step 4
Net deposit in the bank
The bank shows the net amount. We match it to the deposit to the cent, every payout.
Housecall Pro and QuickBooks, kept in step by one team
Housecall Pro and QuickBooks matched
Payouts, fees and tips tied out.
Bookkeeping in QuickBooks Online
Every account reconciled.
A monthly sync check
Both systems, same numbers.
Sales tax filings
Filed on time in your states.
Your dashboard
Cash, profit, who owes you.
A monthly call
30 minutes on your numbers.
Two plans, both month to month
Books for Housecall Pro
From $599 a month
Everything above: Housecall Pro and QuickBooks matched, bookkeeping and reconciliation, the monthly sync check, monthly reports, sales tax filings, your dashboard and the monthly call.
Not in this plan: payroll, paying your supplier bills and job costing.
Books Pro for Housecall Pro
From $995 a month
Everything in Books for Housecall Pro, plus:
- Job costing. Profit on every job: Housecall Pro jobs against labor, materials and supplier bills in QuickBooks. Margin by service line.
- Payroll. Hourly, salaried and commission staff and subcontractors, with card tips paid out through payroll. 1099s at year-end.
- Bills and supplier invoices. Emailed invoices are read by our software, checked by a person, and paid when you approve them.
- Service plan money tracked. Membership and service plan payments split between what you have earned and what you still owe in visits.
The fee is fixed each month and agreed in writing on the first call, before we start. When you start either plan, we fix the Housecall Pro to QuickBooks settings and clean up all your past books at no charge. Only want the link fixed? A one-time setup and repair runs $750 to $2,500.
Get a free look at your booksThree steps, and the first two are free
- 1
A free look at your books
With read-only access to QuickBooks and your Housecall Pro payout and invoice reports, we show you where the two disagree and which accounts are behind, within three business days. No charge, no obligation.
- 2
A short call
You tell us how the shop runs today. We tell you plainly whether we are a fit, which plan suits you, and agree the fee.
- 3
Handover in 30 days
We fix the Housecall Pro to QuickBooks settings, clean up all your past books at no charge, and take over the monthly close.
Free guides
Reference pages for trade shop owners
- Contractor sales tax by stateIs labor on HVAC, plumbing and electrical work taxed, and who pays tax on materials? Every state, linked to the state's own guidance.Open the guide
- Why Jobber payouts don't match bank depositsHow Jobber Payments payouts, fees, tips and refunds land in QuickBooks Online, the five usual causes of a mismatch, and a monthly checklist.Open the guide
- Jobber to QuickBooks sync errorsWhat the common Jobber to QuickBooks Online sync errors mean and how to fix each one, in the order the sync runs, plus legacy errors.Open the guide
- Jobber Bookkeeping or an outside bookkeeper?What Jobber's own bookkeeping add-on covers, which shops it suits, and when an outside bookkeeper on QuickBooks Online fits better.Open the guide
- Housecall Pro to QuickBooks Online: what syncs and how to clear the alertsWhat the one-way sync sends and leaves out, the settings to check first, and the nine sync alerts with the fix for each, from Housecall Pro's own help pages.Open the guide
- Housecall Pro Accounting or an outside bookkeeper?What Housecall Pro's own bookkeeping service covers, which shops it suits, and when an outside bookkeeper on QuickBooks Online fits better.Open the guide
- Housecall Pro fee and payout calculatorEnter a month of Housecall Pro payments by method and see the processing fees, Instapay fees and what reaches your bank, at October 2026 rates.Open the guide
- Why Housecall Pro payouts don't match bank depositsHow Housecall Pro payouts, fees, tips, refunds and deposits land in QuickBooks Online, the five usual causes of a mismatch, and a monthly checklist.Open the guide
Straight answers before you book
Are you a bookkeeper for Housecall Pro users?
Yes. Books and Trucks keeps the books in QuickBooks Online for trade shops that run their jobs, invoices and payments in Housecall Pro: payouts, fees and tips matched to the bank, a monthly Housecall Pro to QuickBooks sync check, sales tax filed and the books closed every month.
Do I have to change how I use Housecall Pro?
No. Housecall Pro stays your tool for jobs, estimates, invoices and payments. We work in QuickBooks Online and read your Housecall Pro payout and invoice reports each month to check that both match.
Why don't my Housecall Pro payouts match my bank deposits?
Housecall Pro groups card payments in Undeposited Funds and pays them out in batches, after processing fees are taken off. It then records one deposit for the net amount. If a payout is also added from the bank feed instead of matched, or a refund is never added to a deposit, the numbers stop agreeing. We set it up correctly and tie every payout to the bank each month.
Housecall Pro has its own bookkeeping service. How are you different?
Housecall Pro Accounting keeps your books inside Housecall Pro and is a good fit for many shops. We are a fit when you want your books to stay in your own QuickBooks Online file, where your CPA already works, or when you want payroll, supplier bills, sales tax filings and job costing handled by the same team.
Which Housecall Pro plan do we need?
Housecall Pro lists its QuickBooks Online sync on the Essentials and MAX plans, not on Basic. On Basic, we can still keep your books from your bank feeds on our QuickBooks plan. Check Housecall Pro's pricing page for the current plans.
We take deposits before the job. How should they be booked?
Housecall Pro now lets you choose whether deposits sync as income or as a liability until the job is done. We look at how your shop takes deposits and set the option that keeps your sales and sales tax right for each month.
We use QuickBooks Desktop or Xero.
Housecall Pro links to QuickBooks Desktop through the Web Connector, with more work by hand, and to Xero only through third-party connectors. We can move you to QuickBooks Online first. We quote that once, after the free look.
My books are a mess right now.
Most new clients start that way. The free look shows how far behind things are. When you start a monthly plan, we fix the Housecall Pro settings and clean up all your past books in QuickBooks at no charge, however far back they go.
Can you only fix the Housecall Pro link, without monthly bookkeeping?
Yes. A one-time setup and repair runs $750 to $2,500, depending on how many months need fixing. We confirm the price in writing after the free look.
Who actually does the work?
A named bookkeeper on our team handles your account every month, and a senior accountant reviews the numbers before your monthly call.
Is our data safe with you?
Every login our team uses for a client system has two-factor authentication turned on. Access comes through the user you grant, not shared passwords.
What if it does not work out?
Month to month, cancel any time. You keep your QuickBooks file and your data.
Housecall Pro is a trademark of its owner, Codefied Inc. Books and Trucks is an independent firm and is not part of, or affiliated with, Housecall Pro.
Keep running the jobs. We’ll keep the books in step.
No obligation.
Or call (413) 595-2051, every day, 9am to 5pm Eastern
Booked calls: weekdays, 9am to 5pm Eastern. By phone, or 30 minutes on Teams.