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What information syncs from HoneyBook to QuickBooks Online
What information syncs from HoneyBook to QuickBooks Online

Understanding which information is transferred from HoneyBook to QuickBooks when the integration is live

Updated over a week ago

📚 Tip

You must have an Essentials or Premium HoneyBook plan to integrate with QuickBooks. You must also have a Simple Start, Essentials, or Plus QuickBooks plan to integrate with HoneyBook.

Specific pieces of info are sent to QuickBooks whenever a client submits a payment to you. There's two kinds of info that are sent along: payment/invoice info and customer info.

Customer info changes will not reflect in QuickBooks once HoneyBook has created that customer's profile in QuickBooks.

If any customer info is left blank in HoneyBook and that customer makes a payment to you, that missing info will also be absent in QuickBooks and cannot be filled in at a later time. Also, no customer info can be updated in QuickBooks by HoneyBook at any time after they've made their first payment to you.

The following data will sync from HoneyBook to QuickBooks Online:

Payment/invoice info

Customer info (cannot be updated)

  • Line items and their associated prices

  • Tax

    • See the section below if you use QuickBooks Canada

  • Any discounts

  • Subtotals and totals

  • Transaction fees

  • Gratuity/tips

  • First name

  • Last name

  • Email address

  • Phone Number

  • Address

  • Display name

    • A combination of the customer's first name, last name, and email address

More info on QuickBooks Canada

  • 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.

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