Once you've integrated HoneyBook with QuickBooks and selected your default QuickBooks account, any payments you receive in HoneyBook will automatically sync with your QuickBooks account.
With this integration in place, you can view all HoneyBook payments received in QuickBooks by selecting Sales from your QuickBooks dashboard.
📣 Note
This article references QuickBooks integration, available for HoneyBook’s Essentials and Premium plan members. Learn more about the features included in each plan.
Once you're on the "Sales" page, you can select any invoice for more information. Within the invoice, you'll be able to review the services the client is receiving, which should match the service names you've listed in HoneyBook.
If your payment schedule in HoneyBook includes multiple payments, you'll see the number of payments submitted thus far in the top-right corner. You can also select the link to view more information for all payments that've been submitted on the project.
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!