Houzz Pro Help CenterFinances & Reporting

Finances & Reporting

How to Create and Apply Retainers How to Handle Refunds in Houzz Pro How to Log a Payment

How to Create Credits How to Send a Receipt for a Payment

Online Payments

FAQs for Online Payments Online Payment Transaction Fee Rates How to Move Processing Fees to Your Markup Where Do I Find My Bank Information to Set Up Online Payments?How to Set Up Online Payments to Get Paid Faster How to Get Paid on Houzz Pro Where Can I Track All My Online Payments?Why Are Online Payments Disconnected on My Account?How to Offset the Processing Fee to Your Client How to Turn Off Online Payments How Houzz Pro Payments are Processed + Client Dispute Information How to Edit Online Payment Settings How Long Does it Take to Get Paid with Online Payments?Instant Payouts with Online Payments

QuickBooks

QuickBooks Online Support Add-On How to Sync Vendor Purchases and Expenses to QuickBooks Online Tracking Sales Tax Paid to Your Vendor How to Adjust QuickBooks Online Settings How to Check QuickBooks Online Sync Status on Documents How to Sync Houzz Pro With QuickBooks Online How to Turn on Purchase Orders in Your QuickBooks Online Settings How to Turn Off Automations In Your QuickBooks Online Settings How To Set Up Your Tax Agency And Filing Frequency In QuickBooks Online How to Map Vendors and Subs in Houzz Pro to QuickBooks Online How to Set Up QuickBooks Online for Canada How to Map Houzz Pro to QuickBooks Online Chart of Accounts

Financial Reports

How to Track Payments with the Payouts Report How to Generate Time Billing Reports How to Use the Global Tracker Report How to See Markup Revenue per Project How to Generate Transactions Reports How to Create Custom Reports How to Generate the Sales Tax Liability Report How to View Your Project Finances How to Generate Payments Reports How to Generate Open Transactions Reports Introduction to Financial Reports on Houzz Pro

Budget Management

How to Manage Your Project Budget

Taxes

How to Set Tax Rates How to Set Tax Rates for Canada 1099-K Tax Form FAQ How to Generate the Sales Tax Liability Report

Financing Options

How to Apply for a GreenSky® Loan as a Homeowner Client Project Financing with Credit Karma on Houzz Pro Client Project Financing with Figure on Houzz Pro Business Financing with Houzz Pro Capital Project Financing with GreenSky® on Houzz Pro Offer Flexible Client Payments With Affirm — Without Delaying Your Payout More Approvals, Fewer Delays: Homeowner Financing Through Houzz Pro

Video Tutorials