In this article, we’ll walk through how to create or update HoneyBook service items linked to your chart of accounts in QuickBooks, as well as how to ensure it’s properly set up in your QuickBooks dashboard in HoneyBook.
Create HoneyBook service items linked to your chart of accounts in QuickBooks
From the navigation menu in QuickBooks, select Sales > Products & services
On the side panel that appears, select Service
This is the standard selection for a line item for a service you provide to your clients
You’ll be prompted to enter details about the service
Once you’ve entered the service details, don’t forget to also link it to its corresponding chart of accounts (or income account). You might need to create a new chart of accounts if one doesn't exist.
To create a new chart of accounts (or new income account), select Add New under the "Income account" dropdown
Next, the panel will open for you to create the corresponding chart of accounts to be linked to this service. Select Save and close to be taken back to the previous screen.
You'll now see your newly created chart of accounts (or income account) linked to your service item. Be sure to review the sales tax for the item to ensure your preferences are selected, or edit as needed. Then, select Save and close.
Your service item is now created and linked to its corresponding chart of accounts in QuickBooks
This QuickBooks service can be mapped to the service item you bill on your HoneyBook invoices, ensuring the item on your HoneyBook invoices will report exactly where you want them to in QuickBooks
Return to your HoneyBook QuickBooks dashboard, then select Sync your accounts to bring that new service into HoneyBook prior to invoicing
Learn more about how to map and sync services from HoneyBook to QuickBooks for accurate reporting.
Update HoneyBook service items linked to your chart of accounts in QuickBooks
The best way to update a service item in QuickBooks is directly from the navigation menu in QuickBooks, not directly within an invoice.
From the navigation menu in QuickBooks, select Sales > Products & services
Look for the service item, then select Edit
Select the appropriate chart of accounts you’d like the service item to go to.
Be sure to select the box that states Also update this account in historical transactions, as this will update all past and future invoices associated with the service item
Select Save and close
Your service item is now created and linked to its corresponding chart of accounts in QuickBooks
This QuickBooks service can be mapped to the service item you bill on your HoneyBook invoices, ensuring the item on your HoneyBook invoices will report exactly where you want them to in QuickBooks
Return to your HoneyBook QuickBooks dashboard, then select Sync your accounts to bring that new service into HoneyBook prior to invoicing
Learn more about how to map and sync services from HoneyBook to QuickBooks for accurate reporting.
📣 Note
If invoices associated with an service item have been showing on your bank account register in QuickBooks, making this change historically to Services, Sales, or any other income account or chart of accounts will remove them from your bank account register in QuickBooks.
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!