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Prinzler
November 10, 2020
Question

How do I change the account that housecall pro feeds to?

  • November 10, 2020
  • 2 replies
  • 0 views
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2 replies

MJoy_D
MJoy_D
November 10, 2020

Hello, @Prinzler. 

 

To help you update the account where your Housecall Pro transactions, I suggest reaching out to their Customer Support. You can go to this link: Housecall Pro. Then, go to the App information on the right part of the screen to get their contact information. 

 

One of their support can walk you through in updating the account that you use for Housecall Pro in a safe and secure environment. 

 

Let me know if there's anything that you need with your QuickBooks account. I'm always here to help. Have a good one!

P
PrinzlerAuthor
November 11, 2020

I am sorry. The feed is going into QBO. But it is going into the wrong account in QBO. So I think it is on QBO side.

C
Catherine_B
November 11, 2020

Thanks for the clarification, Prinzler.

 

You can change the account where the bank is connected so the transactions will post to the correct one in QuickBooks Online. You can disconnect and reconnect it to the correct account in QuickBooks.

 

Just a heads up, when you disconnect an account QuickBooks Online will remove all the transactions in the For Review tab. When you reconnect, we download up to 90 days of transactions. Beyond that, you might want to manually upload it into the software. 

 

I'll show you how to disconnect:

 

  1. Go to the Gear icon and click Chart of Accounts.
  2. Look for the bank where your transaction is mistakenly downloaded. 
  3. Click the drop-down arrow under the ACTION column and click Edit. 
  4. Select Disconnect this account on save and then click Save and Close. 

Then, reconnect the bank again and ensure to select the correct account you'll associate in Quickbooks. 

 

You can check out these references for more detail in handling your bank downloaded transactions: 

 

I'm just here if you have other questions. Take care!

Y
Yvonne26
November 16, 2021

Has anyone found a resolution? HCP tells me it should auto-reconcile to the correct account and it's a problem on QB's end if it does not. QB tells me this is not a feature and I manually need to change the account.

    M
    ML55
    July 8, 2022

    We recently switched HCP credit card deposits from one bank to another. Money has been deposited to another bank; however QBO continue to post the deposits to old bank account. As I see, it is common problem with QuickBooks. Is any solution by QuickBooks team to switch posting such deposits to proper bank account? Disconnection and connection of previous bank account is not a solution, because receipts from HCP are coming to QBO and deposited to old account that do not match actual bank deposits.

    Jen_D
    Jen_D
    July 8, 2022

    Thanks for joining this discussion for HCP deposits, @ML55.

     

    We wanted to help you deposit and post your transactions to the correct account in QuickBooks. Please note that as a receiver of information, the system uses the mapped data set by the third-party app. You'll want to check the settings of HCP and try to disconnect and reconnect it.

     

    You'll also want to contact their support and get help with disconnecting and reconnecting it properly. 

     

    For now, you can follow JasroV's workaround to make sure the entries are in the correct bank account. Then, you can exclude the transactions in the For Review tab that are posted in the wrong bank account.

     

    Here's how:

     

    1. Go to the For Review tab.
    2. Mark the box next to each transaction you want to exclude.
    3. Select Exclude from the pop-up at the top.

    Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.

     

    Come back here if you have other questions or concerns. I'll be right here to help you handle your bank transactions and reconciliations.

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