If you notice a $0 invoice synced from HoneyBook to QuickBooks, see unapplied payments for a client, or spot an amount listed under “Unapplied Cash Payment Income” on your Profit & Loss report, follow these steps to resolve the issue:
Update the Invoice Total
In QuickBooks, go to Sales > All Sales and search for the client.
Click on the invoice.
Manually update the invoice total to the correct amount.
Add the relevant service and description to the invoice.
Save and close.
Apply the Payment to the Invoice
Return to the client’s screen in QuickBooks.
Click on the Unapplied Payment for the client.
Open the payment and apply it to the updated invoice:
The invoice should now appear in the payment details.
Click the checkbox to apply the payment to the invoice.
Save and close.
Verify the Updates
Go back to the client’s screen:
The invoice should show as Paid.
The payment should display as Closed.
Match the Payment to the Invoice
Navigate to Transactions > Bank Transactions.
Match the payment to the updated invoice if it hasn’t already been matched.
Once complete, the “Unapplied Cash Payment Income” line item on your Profit & Loss report should be removed.
If you continue to experience issues, please reach out to our support team for assistance!