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Gray2018
Level 1

I would like to find a way to have our account from Home Advisor and Quickbooks linked up together. Right now we're using MHelpdesk, and whenever a customer comes through on Home Advisor, the customers info automatically gets added to MHelpdesk so we can make jobs, invoices and such. I want to be able to use Quickbooks for everything, not just the book keeping. Is there such a way I can do this??

1 Comment
AlcaeusF
Moderator

Good day, Gray2018.

 

Thanks for posting this question in the Community. I'm here to assist with adding Customers automatically from Home Advisor.

 

Intuit supports a handful of apps and integrations to work with QuickBooks Online. We do support apps that are developed and collaborate with Intuit.

 

You can visit our app center to view the list of apps integrated with QuickBooks:

 

https://appcenter.intuit.com/app/apps/home

 

In case you're unable to sync an app automatically, you can manually import customer contacts using an Excel or CSV file. You can follow the format of our sample file to ensure the import is successfull.

 

Here's how:

  1. Click the Gear icon.
  2. Click Import Data.
  3. Select Customers.
  4. Click Download a sample file.

For more information about importing contacts, you can visit this article:

 

Import customer, vendor, or supplier contacts from Outlook, Excel or Gmail

 

If you have additional questions about importing your data manually to QuickBooks Online, here's the article:

 

Common questions about importing data

 

The Community is always here if you need any assistance with the QuickBooks product. Let us know by leaving a comment below, and we'll be sure to get back to you.

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