Step 1

When a job is completed and paid via credit card in HouseCall Pro, payment information is sent to your QuickBooks Online account. These are automatically grouped together and payments are deposited in your "Undeposited Funds" account.

Step 2

The funds will be deposited into your bank account, less any credit card processing fees, after two business days. You can verify the deposit in your bank statement matches your HouseCall Pro payouts when you receive it.

Step 3

When the deposit is made to your bank, HouseCall Pro creates a transaction in QuickBooks Online that groups together your payments, subtracts any credit card transaction fees. It then moves the funds from your Undeposited Funds account to your checking account.

Step 4

When you go to Transactions > Banking, payments received will now match your bank deposit.

Everything is accounted for where it belongs. You can track credit card fees in the cost of goods sold account.

What do you need to do?

All you have to do is match your payments in QuickBooks with your bank deposits. All of the other steps are completed automatically.

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