Resources
Everything we've written, grouped by type.
Guides
All guidesHow-tos on getting real numbers out of the tools you already run.
GuidesHow to fix duplicate payments from the Jobber QuickBooks sync?Keep the Jobber payment tied to the invoice and deposit, then void or exclude the unapplied copy in Undeposited Funds after you check the payout report.GuidesHow to reconcile ServiceTitan deposits in QuickBooks Online?Group ServiceTitan payments in Undeposited Funds into one QuickBooks Online deposit that matches the net bank line, then match the feed.GuidesHow to record credit card fees taken out of deposits in QuickBooks Online?Record processor fees as a negative line on the same QuickBooks Online Bank Deposit as the gross payments, then Match the net bank line.GuidesWhy does Housecall Pro create duplicate invoices in QuickBooks?Housecall Pro posts a second QuickBooks invoice when the link is missing, numbers collide, or a deposit or progress invoice is a second document.GuidesWhy don't ServiceTitan batch deposits match the bank in QuickBooks?ServiceTitan posts each payment at gross. The bank gets one net batch. Fees, lag, grouping, and export path are why the totals disagree.