With a QuickBooks Online integration, any new payments entered into HCP will be sent to QBO with the payment amount, type and date. The payment date in QBO will reflect the date the payment was created in HCP. All new payments created in HCP and synced to QBO will automatically be placed in your Undeposited Funds account.
Note: The reference number in QBO is the invoice number + the note from HCP.
Please click on the payment type below for more information:
HCP Field Name | QBO Field Name |
Payment Type
| Payment Method
|
Amount | Amount Received
|
Date Payment was entered into HCP | Payment Date |
Note | Reference No. (Invoice number + the note from HCP)
|