Waterford Business Solutions is a certified Housecall Pro partner. As a third party partner they provide bookkeeping services and can help you clean up your Quickbooks Online data prior to connecting to Housecall Pro.

When processing refunds in HCP sometimes you can refund more money by credit card than you take in, when that happens you need to be able to deposit the funds through the bank deposit and clear out your undeposited funds but also need to record the expense in the system to reconcile the account at the end of the month. This video goes over the step by step process of recording the expenses and bank deposit.

For additional information or support, reach out to Waterford Business Solutions directly by clicking here.

Did this answer your question?