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!
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:
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!
We have limited information about third-party apps, that's why we usually recommend contacting the app's support when there are questions about the setup.
In your case, you can check your account mapping if this is part of the setup. Then, for the transactions, you can just edit them to change the category since they are already in QuickBooks.
On the other hand, you can check out the main support page to see the articles for QBO.
If you have other questions in mind, feel free to reach back out.
Nice to have you joined this thread, @apcsarah
I'd like to address this concern right away so you can deposit your transaction to the right account.
You'll want to contact the Housecall Pro Customer Support team. They have the tools to open your account and guide you through the steps in updating the mapping of your accounts.
In the meantime, you can deposit the transactions to the correct account in your QuickBooks Online (QBO). Let me show you how.
You can also see this link for additional guidance: Record and make bank deposits in QuickBooks Online.
You might also want to read this article for guidance: Reconcile an account in QuickBooks Online. This can guide you through the steps in matching your bank and QuickBooks balance seamlessly.
Keep me posted if you need further assistance managing your transactions. I'm always around ready to work with you again. Stay safe!
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.