📣 Note
This article references the QuickBooks integration, which is available for HoneyBook’s Essentials and Premium plan members.
There are 2 ways to update your QuickBooks integration from your HoneyBook account:
From the navigation menu, if you select your company logo > Company settings
From the navigation menu, if you select Finance
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.
Update from Company settings
To update the default QuickBooks account linked to incoming deposits:
From the navigation menu, select your company logo > Company settings
Select Integrations
Find the "QuickBooks" box, then select the gear icon
Within your QuickBooks dashboard, you can update the default bank account, tax rate, or refunds account
📣 Note
You must have the correct bank account connected in QuickBooks for it to appear. If you haven’t connected your bank account yet, go to QuickBooks, connect the account, and then return to HoneyBook. Afterwards, select Edited your accounts in QuickBooks and can’t see them here? Sync your accounts to sync the newly added accounts from QuickBooks to HoneyBook.
Update from the "Finance" page
To update the default QuickBooks account linked to incoming deposits:
From the navigation menu, select Finance > 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. If you haven’t connected your bank account yet, go to QuickBooks, connect the account, and then return to HoneyBook. Afterwards, select 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.
Disconnect QuickBooks from HoneyBook
If you no longer want transaction data to be automatically sent to QuickBooks, you can disconnect your QuickBooks account from HoneyBook.
From the navigation menu, select Finance > QuickBooks
By "Disconnect:," select Click here
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!