If an error occurs where a blank invoice has synced to QuickBooks from HoneyBook, you can try a few steps in HoneyBook and QuickBook to ensure the invoice and payment correlate.
In HoneyBook from the navigation menu, select Finance > Payments
Find the payment, client, and invoice in question
In QuickBook from the navigation menu, select Sales > Invoices
Find the invoice that matches, which will be a $0 invoice, then select View/edit
Edit the invoice to match the one in HoneyBook by entering the following:
Product or service
Description
If applicable, the quantity, rate, amount, or tax
Save changes to the invoice
In QuickBook from the navigation menu, select Reports > Standard report > Profit and loss report
For accounting method, select Cash > the appropriate date range
Select the “Unapplied payment income” amount > the payment in question
Add the invoice previously changed, then select it by checking the check box
Select Save
By performing these steps, the invoice in QuickBooks will be corrected to match the invoice in HoneyBook, the corresponding payment will be applied, and the profit and loss report will be rectified and no longer show an unapplied payment.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!