Does HoneyBook Balance replace QuickBooks?
Does HoneyBook Balance replace QuickBooks?
HoneyBook Balance helps you manage your business transactions, where QuickBooks is accounting software. There are a couple of ways you can share information between the two services to fit all of your financial needs:
Connect these two accounts together to send HoneyBook Balance transactions and money transfer data to QuickBooks for continued accounting support.
Download account statements (as PDFs) and transaction spreadsheets (as CSVs) to load into QuickBooks instead of connecting the accounts.
To download your statements and transaction spreadsheets:
Go to the Finance tab in the top navigation menu
Select the triple dot icon > select Statements & documents > pick a year
Select the Download button next to the months you want to download
How is the HoneyBook Balance integration with QuickBooks different from the standard integration?
How is the HoneyBook Balance integration with QuickBooks different from the standard 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 Balance account.
Will transaction fees get sent to QuickBooks if I use the HoneyBook Balance integration?
Will transaction fees get sent to QuickBooks if I use the HoneyBook Balance integration?
Linking HoneyBook Balance will not send transaction fees to QuickBooks. To send transaction fee data to QuickBooks, use the standard QuickBooks integration.
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!
HoneyBook is a software company, not a bank. Banking services are provided by Lincoln Savings Bank, Member FDIC. HoneyBook Visa Debit cards are issued by Lincoln Savings Bank, Member FDIC. HoneyBook is not FDIC insured. FDIC insurance only covers the failure of an insured bank.