HouseCall Pro + Ply + QuickBooks Data Flow

HouseCall Pro + Ply + QuickBooks
Legend
To Ply
From Ply
Both Ways
No Sync
HCP: Hourly QBO: Real-time

How It Works

HouseCall Pro ↔ Ply
Jobs Hourly
Jobs sync bidirectionally every 1-2 hours. Status, technicians, and line items stay in sync.
Technicians Hourly
HCP technicians sync to Ply as users. Name, email, and employee ID transfer automatically.
Pricebook Hourly
HCP pricebook syncs to Ply materials. SKU, price, category, and tax settings included.
Line Items Hourly
Materials on Ply jobs sync back to HCP as invoice line items.
Ply ↔ QuickBooks Online
Materials Real-time
Products sync bidirectionally via webhook. Create in either system and changes reflect instantly.
Purchase Orders Real-time
Full PO lifecycle syncs both ways. Draft, open, receive, and close—all reflected in QBO.
Vendors Real-time
Ply vendors auto-create in QBO when referenced on POs. No manual setup needed.
GL Accounts Setup
Chart of accounts pulls from QBO for categorization. Required during initial setup.
HouseCall Pro

HouseCall Pro ↔ Ply

Hourly Sync
Jobs
Jobs
Technicians
Users
Pricebook
Materials
Invoice
Line Items
Kit Items
Kits
Does Not Sync
Pictures/Images
QuickBooks

Ply ↔ QuickBooks

Real-time (Webhook)
Materials
Items
Purchase Orders
Purchase Orders
Vendors
Vendors
Inventory Adj.
Inv. Adjustments
GL Accounts
GL Accounts
Item Images
Attachables
Does Not Sync
Jobs (QBO has none)
QBO Employees

End-to-End Flow

Job in HCP
Ply Tracks Materials
Line Items → Invoice
Low Stock → PO
PO in QBO
Bill Matched

Sync Settings

HCP Sync
Hourly
Click for details
QBO Sync
Real-time
Click for details
QBO Rate Limit
40/60s
Click for details
GL Mapping
Required
Click for details
HCP Item Mode
Line Items OR Inputs
Click for details
Kits Limit
Max 10/batch
Click for details
PO Lifecycle
DRAFT→OPEN→CLOSED
Click for details
Vendor Auto-Create
Enabled
Click for details
Click any row for details