Hi James, what triggers the deposit batch? I had duplicate clients that I resolved, but now all invoices still sit in undeposited funds. Is there a trigger to reprocess the QB bank deposit that grabs undeposited funds and backs out the fees to match the bank deposit?
When the deposit occurs HCP will auto try to deposit. If they can't it will error out and show in the error log for you to correct, from there you can reprocess the error. If you have dismissed this error you will need to manually create the deposit. sometimes depending on the age the deposit will still need to be manually created.
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Hi James, what triggers the deposit batch? I had duplicate clients that I resolved, but now all invoices still sit in undeposited funds. Is there a trigger to reprocess the QB bank deposit that grabs undeposited funds and backs out the fees to match the bank deposit?
When the deposit occurs HCP will auto try to deposit. If they can't it will error out and show in the error log for you to correct, from there you can reprocess the error. If you have dismissed this error you will need to manually create the deposit. sometimes depending on the age the deposit will still need to be manually created.