HoneyBook now allows you to map the services you sell in your HoneyBook invoices directly to the services you’ve created in your QuickBooks account. This feature enhances your financial reporting and ensures accurate tracking of your profit and loss.
What You'll Need:
A QuickBooks account with the relevant service items set up.
Create a service charge item in QuickBooks
Log in to your QuickBooks account.
Navigate to Sales > Products and Services.
Click New Item and select Service.
Name the item "Service Charge" (or a similar name that fits your business needs).
Assign it to the appropriate Chart of Accounts.
Map the service charge in HoneyBook
Create or open an invoice in your HoneyBook account.
Add a service to the invoice and name it "Service Charge", give it the appropriate price
On the right-hand side of the invoice, locate the QuickBooks Integration dropdown.
Select the Service Charge service item from your QuickBooks account.
💡 Tip: Don’t see a QuickBooks Service you’ve just created? Return to Finance > QuickBooks and click “re-sync your accounts”.