Run a Call's primary path for importing your pricebook is via QuickBooks Online. When you connect QBO for the first time, Run a Call offers to pull in your QBO Products & Services as pricebook items.
Connect QuickBooks Online
Connect QuickBooks Online for the first time (see Connecting your QuickBooks Online account).
Run the initial item import
After OAuth completes, the QuickBooks setup wizard offers an Initial item import. Pick what to import: services, parts, both.
Wait for the import to finish
The platform fetches your QBO Products & Services and creates matching pricebook items in Run a Call. Progress is tracked — you'll see a "X of Y imported" indicator while it runs.
This is a one-time pull. After the initial import, ongoing changes flow via the regular sync — see Mapping Run a Call items to QBO products & services.
What gets imported
| Field | Notes |
|---|---|
| Name | Exact QBO product name |
| Description | QBO description |
| Price | QBO unit price |
| Cost | QBO cost (if set on the QBO record) |
| Income account | Preserved as the QBO mapping for future invoices |
What doesn't import
| Item | Why |
|---|---|
| Categories | QBO categories don't map 1:1 to Run a Call categories. Organize manually after import. |
| Item images | QBO doesn't expose them; upload separately if needed |
| Tax | Run a Call's tax handling differs from QBO's; verify each item's taxable flag after import |
After the import
- Open the pricebook and review what came over.
- Re-categorize items into your preferred Run a Call categories.
- Mark inactive anything you've stopped selling.
Add cost to items where QBO didn't have one — you'll lose margin reporting otherwise.
What about a CSV import?
A generic CSV import for pricebook isn't available today. Your options:
- Manually enter them in Run a Call (small catalogs).
- Import into QBO first, then use the QBO → Run a Call initial import.
- Talk to support for a one-time bulk-load (white-glove for migrations).