đź“Ł 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.
There are two ways to update your QuickBooks integration from your HoneyBook account:
From Company Settings
From the Finance tab in the navigation menu
We’ll cover both methods in this article.
Why Update Your QuickBooks Integration?
Updating your QuickBooks integration is essential if the default QuickBooks account linked to incoming deposits has changed. This may be needed if:
You’ve opened a new bank account for payments.
You’ve switched the account where payments are being deposited.
You’re using HoneyBook Balance to receive all payments. Learn more about HoneyBook Balance.
Updating from Company Settings
To update the default QuickBooks account linked to incoming deposits:
Click your company icon in the bottom-left corner and select My Account.
Click Company, then Integrations.
Find the QuickBooks Integration box and click the gear icon.
Within your QuickBooks dashboard you can update the default bank account, tax rate, or refunds account
Note: You must already have the correct bank account connected in QuickBooks for it to appear here. If you haven’t connected the bank account yet, head over to QuickBooks, connect the account, then return to HoneyBook. Afterward, click Edited your accounts in QuickBooks and can’t see them here? Sync your accounts to sync the newly added accounts from QuickBooks to HoneyBook.
Updating from the Finance tab in the navigation menu
To update the default QuickBooks account linked to incoming deposits:
Find the Finance tab in your navigation menu
Select QuickBooks
Within your QuickBooks dashboard you can update the default bank account, tax rate, or refunds account
Note: You must already have the correct bank account connected in QuickBooks for it to appear here. If you haven’t connected the bank account yet, head over to QuickBooks, connect the account, then return to HoneyBook. Afterward, click "Edited your accounts in QuickBooks and can’t see them here? Sync your accounts" to sync the newly added accounts from QuickBooks to HoneyBook.
Completing this step will ensure your HoneyBook payments are correctly reported in your QuickBooks account.
Disconnecting QuickBooks from HoneyBook
If you no longer want transaction data to be automatically sent to QuickBooks, you can disconnect your QuickBooks account from HoneyBook.
Find the Finance tab in your navigation menu
Select QuickBooks
Select Disconnect: Click Here