Skip to main content
R
Rodney rich
January 18, 2021
Question

Deposits and using a crm (housecall pro)linked to qb

  • January 18, 2021
  • 2 replies
  • 0 views

I want to know if we are linked to house call pro and enter in our payments let’s say a check as paid. And  then make a bank deposit (later)which contains a batch of those checks is it going to be doubled up. So it’s going to be marked as paid through our CRM. And then deposited in a large group of checks to our bank. I want to avoid any mistakes as we just signed up for QuickBooks.

2 replies

BettyJaneB
BettyJaneB
January 18, 2021

Thanks for reaching our to the Community, @Rodney rich.

 

Let me get you pointed in the right direction to help verify the integration between Housecall Pro and QuickBooks Online.

 

App integration concerns are test handled by our Intuit Developers. We have a separate forum for this type of inquires wherein the experts of app development, integrations, and programming will be able to assist you

 

Here's how you can reach them:

  1. Go to this link: https://developer.intuit.com/.
  2. Scroll down, click Contact us under the Intuit column.
  3. Choose your subscription.
    contactIntuitdeveloper.PNG
  4. Sign in using your QuickBooks Online login credentials.
    contactIntuitdeveloper2.PNG
  5. Click Ask a Question.
    contactIntuitdeveloper1.PNG
  6. Follow on-screen instructions.

 

Let me know if you need anything else by commenting below with QuickBooks. I'm always around to help you.

T
thetaxmerchant
October 26, 2022

Hey Moderator,

 

You never really answered the question. How do you avoid the double up of recording revenue if the invoice will already book the sale in the period and preceding that you have a deposit from the CRM (housecall pro) of the same amount.  Essentially where does that deposit go once it his the bank account  ? 

J
JamesAndrewM
October 26, 2022

Hello there, @thetaxmerchant.

 

Once you've integrated your CRM with QuickBooks Online (QBO), the transaction will automatically be imported. There's no need for you to add the transaction again in QuickBooks Online since they are already added in the CRM.

 

To fix the issue, we need to match the downloaded transaction with the one you already entered. This links them together so you don't get duplicates.

 

Here's how to match the duplicate transactions:

 

  1. Find the downloaded transaction, and under the Action column select Match.
  2. Note the Date, Description, Payee, and amount spent or received.
  3. Choose the downloaded transaction to expand the view.
  4. Review the Matching records found in QuickBooks. This is the possible matching transaction you already entered in QuickBooks.
  5. Select the link next to each match to get more details.
  6. Make sure this is the correct match. In particular, review the Deposit to, Payment method, and Bank account fields on forms for the existing transaction in QuickBooks.
  7. If this is the correct match, close the open transaction.
  8. Select Match.

 

You may visit this link for more detailed information on how to match, split, and exclude transactions: Categorize and match online bank transactions in QuickBooks Online

 

Your deposits will naturally be posted on the account you use to make those transactions.

 

Also, I'd suggest consulting your Accountant for additional guidance with your queries about your deposits.

 

You can also visit this link if you want to proceed in reconciling: Reconcile an account in QuickBooks Online

 

You're always welcome to reach us again if you have more questions about your invoice transactions. Have a great day ahead!

Terms & ConditionsAccessibility statement