3 Reasons Your HCP Invoice Numbers Are Out of Sync With QuickBooks | Profit Clarity Group PROFIT CLARITY GROUP 3 Reasons Your HCP Invoice Numbers Are Out of Sync With QuickBooks And why the fix isn’t as simple as it looks If you’ve noticed duplicate invoice numbers, payments that won’t match to an invoice, or…
The short answer: Monthly bookkeeping for HVAC contractors should include: transaction categorization and bank reconciliation, Housecall Pro and QuickBooks Online reconciliation, a monthly P&L and cash flow summary in plain English, a 30-minute numbers review call, and tax-ready books. General bookkeeping services often miss the HCP + QBO reconciliation step, which is critical for trades…
The short answer: Financial clarity coaching for trades contractors is an ongoing service where a financial coach reviews your monthly numbers, explains what they mean for your business, helps you set prices that cover all costs including the slow season, builds a cash flow forecast, and holds you accountable to financial goals. It differs from…
The short answer: The three Housecall Pro settings most likely to break your QuickBooks sync are: (1) payment sync method set to individual transactions instead of deposits, (2) income account mapping that sends all revenue to one generic account, and (3) sales tax mapping that records tax as income instead of a liability. Fixing these…
The short answer: To price HVAC jobs so you survive the slow season, calculate your true monthly overhead including slow months, divide by your peak season billable hours, and add that per-hour slow season buffer to every estimate. Most HVAC contractors undercharge by $10–$30/hour because they only price for current costs, not year-round overhead. Why…
The short answer: Housecall Pro and QuickBooks Online revenue numbers don’t match because the integration syncs transactions but doesn’t guarantee they land in the correct account. The three most common causes are: incorrect payment sync settings, refunds mapped to the wrong account, and payments sitting in Undeposited Funds in QBO without being matched to a…
The short answer: A QuickBooks Profit and Loss report has three main sections: Revenue (total income from jobs), Cost of Goods Sold (direct job costs like labor and materials), and Operating Expenses (overhead costs to run the business). Gross Profit is Revenue minus COGS. Net Profit is Gross Profit minus Operating Expenses. For trades contractors,…