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??
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.
Click the Gear icon.
Click Import Data.
Click Download a sample file.
For more information about importing contacts, you can visit this article: