📣 Note
This article covers a feature that's included in an invite-only closed beta. If you're not a part of the beta, your finance suite will look different, and the help articles you'll want can be found here.
Save time, minimize errors, and keep your books up to date by connecting your HoneyBook Finance (HBF) account with QuickBooks Online. This connection will automatically send your HBF transaction and money transfer data to QuickBooks.
You will complete this connection in QuickBooks, though you will need some of your HBF account's information. Along with this, if you'd like to send transaction fee data to QuickBooks, use the standard QuickBooks integration.
Connect your account to QuickBooks
You'll complete this next set of steps in QuickBooks. A general video walkthrough from QuickBook on how to connect your account is available, but there are some steps that are specific to connecting your HoneyBook Finance account that you'll only find below.
Open QuickBooks Online and log into your account
In the left navigation menu, select Bookkeeping > select Transaction
If Bookkeeping is not an option, select Banking > select Banking
Select Connect Account
If you've already connected an different account to QuickBooks, select Link Account instead
Search for "HoneyBook" and select the option that appears
Enter your HoneyBook company phone number
To locate the company phone number linked to your HoneyBook Finance account select your profile icon > select Company Settings
Enter the code sent to the phone number that you entered
Select the account that appears
Choose how far back you want to pull transactions from your HoneyBook Finance account
For the account type select Checking
Optionally, enter a new account name
This will be the account's name in QuickBooks
Select Connect
QuickBooks will begin importing and categorizing transactions from the date you selected
You'll be asked to categorize any transactions that QuickBooks isn't able to identify
Check that you connected your account successfully
Once you've successfully connected your HoneyBook Finance account to QuickBooks, the account you connected will appear on the Bank transactions screen.
Now QuickBooks can track whenever you spend money with your HBF card and any time money is transferred into or out of your HBF bank account. You can view these on the Bank transactions tab of the Transactions screen.
From here, QuickBooks recommends you categorize and confirm the transactions in their platform. Learn how to categorize transactions in QuickBooks.
If you don't see any transactions in QuickBooks, confirm in your HoneyBook Finance account that any transactions you were expecting to see in QuickBooks are not still pending. Any pending transactions in HBF will not appear in QuickBooks until they finish processing.
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!