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

Cash payments are not automatically deposited 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:

Go to the invoice in QB and click the payment made wording under the Payment Status section in the top right 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 that goes with this deposit, then you can click the green Save and new button on the bottom right side of the screen.

Reference Guide

HCP Field Name

QBO Field Name

Payment type

Payment Method

Amount

Amount Received

Date Payment was entered into HCP

Payment Date

Note

Reference No.

Did this answer your question?