The following data will sync from HoneyBook to QuickBooks Online:
Customer’s name and email
Any line items that have a price associated
Subtotal and total
*PLEASE NOTE, if you are a QuickBooks Canada user:
Any items with no tax on your HoneyBook invoice will automatically default to zero-rated tax when synced in QuickBooks.
Any items with tax on your HoneyBook Invoice will automatically default to your default tax rate set in HoneyBook when synced in 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!