Support

Dave Pucci

Handoff Support

Sofia Herrera

Company-level tools: Business Advisor, QuickBooks, payments, and settings.

Run the Business

Connect QuickBooks Online and other tools to Handoff.

QuickBooks & Integrations

Connect QuickBooks Online from Settings > QuickBooks sync, choose where projects go, and finish setup. Learn what Handoff imports and pauses.

How to connect QuickBooks Online to Handoff

Choose how projects map to QuickBooks and which records sync, from Settings > QuickBooks sync. See what each toggle does and which plans get two-way sync.

How to choose your QuickBooks sync settings

Disconnect QuickBooks from Settings > QuickBooks sync, or reconnect after a dropped connection. Your sync settings and existing records are kept.

How to disconnect or reconnect QuickBooks

Handoff connects to QuickBooks Online only. It does not connect to QuickBooks Desktop, so use QuickBooks Online to sync estimates, invoices, and clients.

Does Handoff work with QuickBooks Desktop?

Connect QuickBooks Online, configure sync settings, and reconnect.

QuickBooks Setup

See which Handoff records sync with QuickBooks Online, in which direction, how estimates and invoices appear there, and when sync runs.

How QuickBooks sync works

Find the message on your estimate, invoice, client, or expense, then follow the fix. Covers connection, paused, conflict, and sync error messages.

QuickBooks sync errors and how to fix them

What syncs (customers, vendors, expenses, invoices, payments) and troubleshooting.

QuickBooks Sync

See which tools Handoff connects to, where to turn each integration on in Settings, and which plan each one needs.

What Handoff integrates with

Connect Google Calendar so your Handoff phases and events appear on your calendar and changes sync both ways.

How to sync Handoff with Google Calendar

Connect Handoff to Zapier, then build Zaps that create projects and contacts or react to proposals and paid invoices.

How to connect Handoff to Zapier

Connect magicplan, match each scan to a Handoff project, and confirm the measurements before they feed an estimate.

How to bring magicplan floor plans into Handoff

Connect Claude or ChatGPT to your Handoff account so the assistant can work with your projects, estimates, and invoices.

How to connect your AI assistant to Handoff (MCP)

Learn what the Handoff public API can do, where to create an API key, and which plan it needs.

How the Handoff API works

Export an estimate as a CSV file from its options menu, and see which columns the file includes.

How to export an estimate to CSV

Google Calendar, other integrations, and the Handoff API.

Other Integrations

Activate payments, understand fees and payouts, and handle payment reviews.

Payment Processing & Banking

Activate online payments from Settings > Finance & payments in four steps, then track your application with the status card.

How to set up online payments

Yes. Create and send invoices without activating payments, then log the payment yourself when the client pays by check or cash.

Can I send invoices without connecting my bank account?

Activate payments, connect bank accounts, and configure payment settings.

Payment Setup

Card payouts take 1 day on Pro, Scale and Business and 3 days on Flex. ACH payouts take about 2 days. See fees and where to track each deposit.

How long do invoice payouts take to reach my bank?

Turn on Homeowner financing in Finance & payments so clients can pre-qualify for a loan from your estimates and invoices at no cost to you.

How to offer client financing with Acorn Finance

ACH and card payments, processing fees, payout timing, refunds, and financing.

Payment Processing

A payment in review is held briefly while our processing partner checks it, most often because it is much larger than your usual payments. Here is what to do.

What a payment in review means

A chargeback or ACH return pulls a client payment back through their bank. See where to respond in Handoff, what evidence to prepare and what to expect.

How chargebacks and payment reversals work

Payment reviews, chargebacks, disputes, and processing limitations.

Payment Reviews & Risk

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