If you charge a sales tax through HoneyBook, you can link this with your tax rate in QuickBooks for ultimate syncing power.
To make sure your tax rate is connected, you'll have to confirm that your tax rates are up to date in QuickBooks, then complete the process by selecting the appropriate option in HoneyBook.
PLEASE NOTE: This article references QuickBooks integration, available for HoneyBook’s Essentials and Premium plan members. Learn more about the features included in each plan here.
To connect your HoneyBook tax rate to QuickBooks:
1. From your QuickBooks Dashboard, select the Taxes tab in the left toolbar.
2. If you do not have the appropriate rate already listed, enter a new rate or edit an existing rate. You should be able to find how-to information in the QuickBooks Help Center.
3. Once you've made the rate you need available, head back to your HoneyBook Bookkeeping section and select the QuickBooks tab.
4. From the tax rate drop-down menu, select the appropriate rate.
QuickBooks Canada users, please note:
Any items with no tax on your HoneyBook invoice will automatically default to the zero-rated tax rate you set in HoneyBook when you synced with QuickBooks.
Any items with tax on your HoneyBook invoice will automatically default to your default tax rate set in HoneyBook when you synced with QuickBooks.
For any items with a different tax rate than your default tax rate (tax in a different province etc.), you will need to manually update that tax rate in QuickBooks.
Want to learn more?
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!