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?
Yes, once you've picked the accounts under Refunds and card fees in the QuickBooks settings. Refunds post as refund receipts, credits as credit memos, and applied credits as zero-dollar payments. Until the accounts are chosen, these wait on the QuickBooks page as QuickBooks needs your decision. See Card fees and refunds in QuickBooks Online.
Deleted payments still don't sync. If you remove a payment in Run a Call, delete it in QuickBooks yourself.
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. Run a Call keeps the links between your records and their QuickBooks copies, so connecting the same QuickBooks company again later doesn't send anything twice; connecting a different company sends everything to the new books. If the page only says Token expired, you don't need to disconnect at all — click Reconnect. See Disconnecting QuickBooks.