Common questions about using Run a Call with QuickBooks. For setup, start with Connecting your QuickBooks Online account.
Which QuickBooks versions work with Run a Call?
QuickBooks Online connects directly. QuickBooks Desktop (Pro, Premier, or Enterprise) is supported too, through Intuit's Web Connector on the computer that has your company file. See Connecting QuickBooks Desktop.
Who can set it up?
The account owner. QuickBooks lives under Settings → Integrations, which only owners can open (plus any custom role the owner gives Integrations & Billing set to Everything, including delete).
What goes to QuickBooks?
Customers, pricebook items, invoices, payments, and purchase orders (as Bills) flow from Run a Call into QuickBooks on their own. You can also send expenses and approved timesheet hours. Syncing runs automatically every hour. See How invoice details sync to QuickBooks Online and How payments sync to QuickBooks Online.
Can I bring my existing QuickBooks data into Run a Call?
Yes. Import from QuickBooks pulls in your customers, vendors, pricebook items, and the last 24 months of invoices and payments. You can run it when you connect or later from Sync settings & account mapping. See Connecting your QuickBooks Online account.
Will it create duplicate customers in my books?
It's built not to. Run a Call matches customers to the ones already in QuickBooks, and customers that came over from your old software are never created in QuickBooks automatically in bulk. See How customers sync to QuickBooks Online.
How do I know if something didn't sync?
Open Settings → Integrations → QuickBooks Online → Manage. Anything held back is listed under records need attention (something needs fixing) or records on hold (waiting on purpose), grouped by cause with a fix for each. Records with a problem also show a QuickBooks sync issue badge. See Resolving common QuickBooks errors.
Do refunds sync?
No. If you refund a customer or delete a payment in Run a Call, make the matching change in QuickBooks yourself (a refund receipt, credit memo, or deleting the payment).
Can I sync with more than one QuickBooks company?
No — one Run a Call account connects to one QuickBooks company.
What happens if I disconnect?
Syncing stops, and nothing already in QuickBooks or Run a Call is deleted. Disconnecting also clears the links between your records and their QuickBooks copies, which can lead to duplicates if you connect again later. If the page only says Token expired, click Reconnect instead — that keeps everything linked — and contact support before disconnecting for any other reason. See Disconnecting QuickBooks.