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Level 1

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

 
3 Comments
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QuickBooks Team

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

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!

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Level 1

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

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.

Highlighted
QuickBooks Team

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

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!

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