When a job is completed and paid via check 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.
Check payments are not automatically reconciled from your “Undeposited Funds” account to your asset account in QBO. You’ll need to reconcile these payments manually.
To view the payment that is connected to the invoice in QBO:
When viewing your invoice in QBO click the blue words reading “payment made” under the Payment Status section in the top right corner of your screen.
Then click the date of the payment to open it up.
You’ll be able to see the details of the payment that transferred from HCP to QBO:
How to deposit these funds (general overview):
Click the +New button in QBO.
Then click Bank deposit in the OTHER category.
Select the check box next to each payment that is included in the deposit from Housecall Pro.
Once you are done selecting each payment included for this check deposit, then you can click the green ‘Save and new’ button at the bottom right of your screen.
HCP Field Name
QBO Field Name
Date Payment was entered into HCP