Before you start

You’ll need a HoneyBook Essentials or Premium plan, and QuickBooks Online Simple Start, Essentials, Plus, or Advanced plan
HoneyBook only integrates with QuickBooks Online, not Self-Employed or Desktop
The integration supports one QuickBooks account per HoneyBook account
Only the HoneyBook account owner can complete the connection. Bookkeepers can view synced data afterward but can’t initiate setup.
Every HoneyBook invoice line item must map to a QuickBooks product or service. Incorrect mapping, for example, linking to a deposit account, can block syncing.

📚 Tip

Step 1: Connect HoneyBook to QuickBooks Online

From the navigation menu in HoneyBook, either:
- Select your company logo > Company settings. Then, select Integrations, find “QuickBooks,” and select Connect.
- Select Finance > QuickBooks. Then, select Connect to QuickBooks.
Log in with your QuickBooks Online credentials
Choose your QuickBooks company file and allow permissions
Once connected, your QuickBooks integration dashboard will appear

Default bank account	Select the QuickBooks account where you want HoneyBook payments deposited. This must match your payout account in your HoneyBook payment settings and your QuickBooks dashboard. If you change banks, update both places to prevent mismatched invoices or deposits
Refunds account	Choose a refunds account such as “Refunds Given” or “Discounts/Refunds Given” (contra-income). Avoid selecting an expense account.
Tax rate	HoneyBook supports only one active tax rate. Having multiple active tax rates in QuickBooks can break the sync. To deactivate unused tax rates to prevent mismatches, follow QuickBooks' article to “Deactivate a tax rate”
Tips and discounts	HoneyBook mirrors QuickBooks’ settings for tips and discounts. If either feature is turned off in QuickBooks, HoneyBook will show them as disconnected. Enable them in QuickBooks first to sync properly.

The integration syncs new invoices and payments after your connection date
Payments made before integration don’t auto-sync. They must be entered manually in QuickBooks, if needed.
Expired HoneyBook invoices now sync successfully. This wasn’t supported in earlier versions.
Refunds sync correctly except when sales tax is applied—taxed refunds may require manual adjustments
HoneyBook Capital repayments don’t auto-match in QuickBooks. You’ll need to manually split these.
All synced payments appear in QuickBooks using the invoice date as the transaction date, which can affect bank matching

From the navigation menu in HoneyBook, either:
- Select your company logo > Company settings. Then, select Integrations, find “QuickBooks,” and select QuickBooks integration settings (the gear icon)
- Select Finance > QuickBooks
Update your QuickBooks account to link with incoming deposits and refunds or QuickBooks tax rate to link your HoneyBook account, as needed
If you’ve edited accounts in QuickBooks and don’t see them in HoneyBook, select Sync your accounts

📚 Tip

Make sure the correct bank account is already connected in QuickBooks before you sync. Otherwise, it won’t appear in HoneyBook.

From the navigation menu in HoneyBook, either:
- Select your company logo > Company settings. Then, select Integrations, find “QuickBooks,” and select Disconnect.
- Select Finance > QuickBooks. Then by “Disconnect,” select Click here.
Once disconnected, HoneyBook will stop sending new transaction data to 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!