The following data will sync from HoneyBook to QuickBooks Online:
Customer’s name and email
Any line items that have a price associated
Tax*
Discount
Subtotal and total
Transaction fees
Gratuity
*PLEASE NOTE, if you are a QuickBooks Canada user:
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.
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.
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!