Groutguy...when hcp puts the info into your system is is tagged with the invoice number so when you are doing your reconciliation it is easy to match. What I do when I'm doing the bank matching is just click on all of the deposits shown and exclude them. Since hcp has already done the transaction in qbo
Thanks for the info, I should start seeing the transactions come through tomorrow so I will try that.
Another question, all my invoices go to quickbooks with the same product/service description of "Housecall job" this won't allow for my qb reports to show the percentages of each different service we do. Any way to change that?