When payments sync from HoneyBook to QuickBooks, QuickBooks will recognize transactions that need to be matched. These transactions will appear in the bank account you’ve linked to HoneyBook.
One key thing to remember about the HoneyBook and QuickBooks integration is that payments should be matched, not added, to avoid duplication. We’ll cover a few exceptions below when a payment might be added instead of matched.
📚 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.
How to Match Payments in QuickBooks
From your QuickBooks Dashboard, select the bank account where your HoneyBook payments are deposited.
This will be the account you’ve set as your Default Account in HoneyBook.
In the selected bank account, you’ll see transactions synced from HoneyBook. Here’s what you might encounter:
A single match: QuickBooks recognizes an invoice and a corresponding deposit for the payment. Under the “Action” column, click Match.
Before confirming, select the transaction for an expanded view. You can see the payment and any associated fees by selecting Deposit. Once everything looks correct, close the screens and select Match to finalize.
Multiple matches: QuickBooks might find several transactions with similar amounts or dates. Select View under the “Action” column to see potential matches. After reviewing, select the correct deposit > select Match.
No match found: If QuickBooks doesn’t suggest a match, you’ll see Add under the “Action” column. This might happen if the payment wasn’t immediately fetched. Check the expanded view and use Find Other Matches to locate the correct transaction. If no match exists, you'll need to manually record the transaction by using the Add option.
If No Match Appears in QuickBooks
There are a few reasons why a match might not show up in QuickBooks:
If the payment wasn’t made through HoneyBook, make sure you’ve marked the invoice as Paid via Other in HoneyBook. After doing this, return to QuickBooks, and the match should appear.
If the invoice is still a draft in HoneyBook and was paid externally, you won’t be able to mark it as paid until the invoice is sent. Once sent and marked as Paid via Other, a match should appear in QuickBooks.
Payments related to invoices that predate the QuickBooks integration won’t sync. You’ll need to manually add these payments in QuickBooks, including the gross amount and any processing fees.