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.
📚 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.
Connect your HoneyBook sales tax to QuickBooks
When you charge sales tax in HoneyBook, you can sync it with your tax rate in QuickBooks to keep everything aligned. To ensure your tax rates are properly connected, first verify that your tax rates are up to date in QuickBooks. Then, link them in HoneyBook by following these steps:
From the top navigation menu, select Finance > select QuickBooks
In the Tax Rate drop-down menu, select the appropriate rate
If the correct rate isn’t listed, you can add a new rate or edit an existing one. To manage your tax rates in QuickBooks, go to your QuickBooks Dashboard, select Sales Tax, then select Manage Sales Tax.
✅ Note
Need more help? Check out QuickBooks' help article on setting up your sales tax.
QuickBooks Canada users
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.
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!