📣 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.
This connection will not send transaction fees to QuickBooks. To send transaction fee data to QuickBooks, use the standard QuickBooks integration.
Collect your HoneyBook Finance info
You'll need the company phone number linked to your HoneyBook Finance account.
To collect the phone number:
1. Select your profile icon → Select Company Settings.
2. Find your company Phone Number and write it down.
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.
To connect your HoneyBook Finance account to QuickBooks:
1. Open QuickBooks Online and log into your account.
2. In the left navigation menu, select Bookkeeping → Transaction.
a. If Bookkeeping is not an option, select Banking → Banking.
3. Select Connect Account.
a. If you've already connected an different account to QuickBooks, select Link Account instead.
4. Search for "HoneyBook." Select the option that appears.
5. Enter the HoneyBook company phone number that you collected earlier.
6. Enter the code sent to the phone number that you entered.
7. Select the account that appears.
8. Choose how far back you want to pull transactions from your HoneyBook Finance account.
9. For the account type, select Checking.
10. Optionally, enter a new account name. This will be the account's name in QuickBooks.
11. Select Connect.
QuickBooks will begin importing and categorizing transactions from the date you selected. You'll be asked to categorize any transactions that QuickBooks can't.
Check that you connected your account successfully
If 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.
How is this different from the standard QuickBooks integration?
How is this different from the standard QuickBooks integration?
You might be familiar with the standard QuickBooks integration—the connection you just completed is different. The standard integration sends invoice and payment info to QuickBooks, is available for all members, and does not share how you actually spend and receive money.
This new connection will send that transaction data to QuickBooks by sharing any card payments you make and any actual money transfers into or out of your HoneyBook Finance account.
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!