How to Sync Houzz Pro With QuickBooks Online

To help with your QuickBooks Online integration, Houzz Pro provides a 1-time complimentary call — you can use this at any point. Our expert support team is here to help.

Read about the QuickBooks Online Support Add-On from Houzz Pro here, and contact your Client Success Manager to begin.

1. Set up your Tax Agency in QuickBooks.

Turn on and set up sales tax in QuickBooks Online. The start date for taxes must be prior to your first Houzz Pro transaction date that you’ll sync over. Click here for detailed instructions.

2. Turn off Automations in QuickBooks Settings.

• Disable everything in the Automation section in the Advanced category of your QuickBooks Online account settings. Click here for detailed instructions.
• Turn off “warn if duplicate check number used” and “warn if duplicate bill number used” in the Other Preferences category of your QuickBooks Online Account settings.
• Enter your bank account and credit card information in the Chart of Accounts on QuickBooks Online.

3. Turn on Purchase Orders in QuickBooks Settings.

If you have a QuickBooks Online Plus account or above, you can also sync over your purchase orders from Houzz Pro to QuickBooks Online. By default, purchase orders in QuickBooks Online might be set to Off. In order to make the data sync possible, you need to turn on purchase orders. Learn more here.

4. Click Connect.

Finally, to connect Houzz Pro to QuickBooks Online, simply click on the Connect button. This will establish the connection between the two platforms. Your accounts should now be synced and ready to use!

What Syncs Over to QuickBooks Online

As you start to use the Houzz Pro to QuickBooks Online integration, it is important to have an understanding of what syncs over from Houzz Pro.

Houzz Pro automatically syncs your documents with QuickBooks Online — no manual work required. Proposals, estimates, invoices, retainers, change orders, and payments recorded on documents are instantly synced to QuickBooks Online as soon as they’re approved, sent, or marked as paid.

If a synced document is later edited in Houzz Pro, you may see Updates Pending Sync or Ready to Sync. These edits will automatically resync with QuickBooks — typically within seconds.

Draft documents will not sync until they are finalized.

Below are the details of the automatic sync logic.

• Estimates/Proposals are automatically synced when they are approved by the client, using the Created Date as the Document Date in QuickBooks Online.  
• Invoices are automatically synced upon being sent to a client or when a payment is recorded, using the Created Date as the Document Date in QuickBooks Online. Invoices in draft mode won't sync automatically.
• Issuing an invoice also triggers the sync and allows you to lock the invoice, an accounting best practice to block further edits. 
• Purchase Orders are automatically synced immediately after being sent to a vendor, approved or marked as paid. You can disable the sync if desired from the QuickBooks Settings page, by selecting "Purchase Orders" in the "Document Sync Exceptions" section.
• Payments are automatically synced when they are logged through the system or paid online.
• Change Orders will automatically sync to QuickBooks Online as an invoice after being sent and paid. Please note, Change Orders are only available on the Build package.
• Retainers will sync over after being marked as paid.

Here is other important syncing information to note:

• One-Way Sync: The Houzz Pro-QuickBooks Online sync is a one-way sync. Documents sync from Houzz Pro to QuickBooks Online, and not the other way around, so it's important to make all document, vendor, transaction, and other creations, edits, and deletions in Houzz Pro instead of in QuickBooks Online.
• Image Import Document Sync: Proposals, estimates and invoices that are created through image import will not sync over as they do not contain any line items. If you want these documents shown in QuickBooks, it’s highly recommended you enter the line item details in Houzz Pro rather than create a double entry in QuickBooks Online.
• Item Category Sync: If you make changes to an item’s category in a Houzz Pro document, it will sync over to QuickBooks Online with the updated category. This is a new update to categories and will apply to all projects created after January 1, 2025. Projects that already have synced documents will continue to use the original categories found in your catalog, even if the category was changed on a document.