Connecting HoneyBook with QuickBooks Online allows your invoices, payments, refunds, and transaction fees to automatically sync for easier bookkeeping and accurate financial reporting. Once the integration is set up, HoneyBook sends payment and invoice data directly to QuickBooks so you can manage accounting, reconcile deposits, and track income in one place.
This articles walks through how to connect your accounts, configure key settings like deposit accounts and tax rates, update your integration if accounts change, and disconnect QuickBooks if needed.
Before you start
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.
Connect HoneyBook to QuickBooks Online
In HoneyBook from the navigation menu, 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 to QuickBooks with your QuickBooks Online credentials
Choose your QuickBooks company file and allow permissions
Once connected, your QuickBooks integration dashboard will appear in HoneyBook
Configure your QuickBooks dashboard
Default bank account | Select the QuickBooks account where HoneyBook payments should be deposited.
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Refunds account |
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Tax rate | HoneyBook supports only one active tax rate.
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Tips and discounts | HoneyBook mirrors QuickBooks’ settings.
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Update or disconnect your integration
Update connection or accounts
In HoneyBook from the navigation menu, either:
Select your company logo > Company settings. Then select Integrations, find “QuickBooks,” and select
QuickBooks integration settings (gear icon)Select Finance > QuickBooks
Update:
The QuickBooks account for deposits and refunds
The tax rate linked to HoneyBook
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.
Disconnect QuickBooks
In HoneyBook from the navigation menu, 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!