I see your downloads include the HCP job list and then some QBO reports, were you using them to compare? Did you ever create a video on this topic? I really want to clean up my HCP/QBO and then move forward clean🙏
Easiest thing to do would be to create a new QBO and connect to HCP. From there you can have HCP due a mass push into QBO and then map products and services. This may not be the best option for you though depending on a myriad of other factors. Please feel free to reach out by calling us if you would like to discuss more options.
Thanks for this! It helped me
I see your downloads include the HCP job list and then some QBO reports, were you using them to compare? Did you ever create a video on this topic? I really want to clean up my HCP/QBO and then move forward clean🙏
good video. What would be the best way for me to start my QBO fresh and categorize all the Transactions again when it comes to HCP? 🙏
Easiest thing to do would be to create a new QBO and connect to HCP. From there you can have HCP due a mass push into QBO and then map products and services. This may not be the best option for you though depending on a myriad of other factors. Please feel free to reach out by calling us if you would like to discuss more options.