As a savvy business owner, you know the importance of financial clarity and organization—which is exactly why HoneyBook integrates with QuickBooks! All of your HoneyBook payments can automatically sync to your QuickBooks account for easy management.
đź“š Tip
You need an Essentials or Premium HoneyBook plan and a Simple Start, Essentials, or Plus QuickBooks plan. HoneyBook is not compatible with QuickBooks self-employed or QuickBooks Desktop.
Connect your HoneyBook account to QuickBooks
The first thing you'll do is connect the accounts to each other. Your bookkeeper cannot do this for you. You'll need to connect HoneyBook to QuickBooks yourself.
Select the Tools tab in the navigation menu.
Under Finance, select Payments.
Select the QuickBooks tab.
Select Connect.
Enter your QuickBooks login info and authenticate your account on the new browser window that appears.
The QuickBooks integration dashboard
Connection Status
At the top of the dashboard, you'll see your connection status and the date of your last sync. This date is important as it marks when new invoices and payments will start syncing to QuickBooks. Payments made before this date won’t automatically sync.
QuickBooks Accounts
Customize which QuickBooks accounts handle your payments, refunds, and taxes:
Default Bank Account: The accounts where payments will be deposited. The default QuickBooks account you select in Bank Details (where your invoice payments are deposited) should match the bank account you have listed on your QuickBooks dashboard.
Refunds Account: Choose the QuickBooks account for refunds. This must be a "Refunds" type account in QuickBooks to sync properly.
Tax Rate: Set your default tax rate. Canadian users can also set tax-exempt rates.
Don't see a recently added account? Click Sync Your Accounts to refresh the list.
QuickBooks Settings Indicators
Keep track of two key settings—Tips and Discounts:
Tips: Ensure tips are enabled in QuickBooks if you accept them.
Discounts: Similarly, make sure discounts are turned on in QuickBooks if you offer them.
You can't adjust these settings directly from HoneyBook, but the dashboard will display their current status. To make changes, click QuickBooks Settings and adjust them in your QuickBooks account.
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!