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How to Map Services in HoneyBook Invoices to QuickBooks Services

 

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 new feature gives you greater control over your financial reporting and ensures accurate tracking of your profit and loss.
 


1. Understanding Service Mapping

With the new HoneyBook feature, you can now map the services you bill in HoneyBook to these specific QuickBooks services. This integration provides additional control over your financial reporting, ensuring that your transactions are accurately categorized.

 

Create a service or service charge item (like a service fee) in QuickBooks

  1. Log in to your QuickBooks account.
  2. Navigate to Sales > Products and Services.
  3. Click New Item and select Service.
  4. Name the item  “Service 1”, "Service Charge Fee" (or a similar name that fits your business needs).
  5. Assign it to the appropriate Chart of Accounts.

2. Mapping Services in an Invoice

Let’s go through how to map services in a HoneyBook invoice:

  1. Create or open an invoice in your HoneyBook account.
  2. Add a service to the invoice and name it “Service 1”,"Service Charge" or whatever was chosen in QB, give it the appropriate price
  3. On the right-hand side of the invoice, locate the QuickBooks Integration dropdown.
  4. Select the matching 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”.

 

3. Syncing Invoices with QuickBooks

After sending the invoice and receiving a payment, the invoice will sync with your QuickBooks account. The corresponding invoice in QuickBooks will show the mapped services and the amounts will apply to the correct chart of accounts in your Profit & Loss statement. This mapping ensures that your revenue is accurately reported in the correct chart of accounts, helping you maintain precise profit and loss records.

 

4. Benefits of Service Mapping

By mapping services between HoneyBook and QuickBooks, you:

  • Improve the accuracy of your financial reports.
  • Ensure that income is correctly categorized in your profit and loss statements.
  • Gain better insights into your business performance.

 

super excited for this feature, although are you only able to assign all services in an invoice to a single QB product/service? 

super excited for this feature, although are you only able to assign all services in an invoice to a single QB product/service? 

Hey @Emily Gray! No the assigning is by line item so each service on the invoice can be assigned to a different QB service.

hmmm. doesn’t appear to be working that way for me. If I change one service item, the others change too. I’m doing this from a template invoice I have saved that only has 3 service items on it.

hmmm. doesn’t appear to be working that way for me. If I change one service item, the others change too. I’m doing this from a template invoice I have saved that only has 3 service items on it.

Hi @Emily Gray! Try clicking on the outside of the invoice, outside the services box to save your selection before moving on to the next service. Repeat with each service. It’s a small bug we’re aware of and are in the process of fixing. 🙂

I’m having issues figuring out where to do this:)

When I send a final contract/invoice to a client, it has multiple pages. First page is a sketch of their wedding cake, second page is the invoice - but because I use smart files, the designed copy is blank with no services added, because that section is generated when the client makes their selection from the proposal I send. Then the next page is a contract (also auto-generated on selection) and then finally the payment screen. So where can I designate the product type so it goes into my Quickbooks under Wedding Cake instead of just a generic “sales”??

Please make honeybook work with Quickbooks Self Employed!

I’m having issues figuring out where to do this:)

When I send a final contract/invoice to a client, it has multiple pages. First page is a sketch of their wedding cake, second page is the invoice - but because I use smart files, the designed copy is blank with no services added, because that section is generated when the client makes their selection from the proposal I send. Then the next page is a contract (also auto-generated on selection) and then finally the payment screen. So where can I designate the product type so it goes into my Quickbooks under Wedding Cake instead of just a generic “sales”??

Hi Kellie! You should be able to assign the QuickBooks account when you make the proposal and then whatever the client chooses from the proposal should come with the QuickBooks selection already attached to it when the invoice is auto generated from the selection the client makes. Let us know I you have any issues! 

I’m having issues figuring out where to do this:)

When I send a final contract/invoice to a client, it has multiple pages. First page is a sketch of their wedding cake, second page is the invoice - but because I use smart files, the designed copy is blank with no services added, because that section is generated when the client makes their selection from the proposal I send. Then the next page is a contract (also auto-generated on selection) and then finally the payment screen. So where can I designate the product type so it goes into my Quickbooks under Wedding Cake instead of just a generic “sales”??

Hi Kellie! You should be able to assign the QuickBooks account when you make the proposal and then whatever the client chooses from the proposal should come with the QuickBooks selection already attached to it when the invoice is auto generated from the selection the client makes. Let us know I you have any issues! 

Ok thanks - I found that on my proposal smart file. I do have another issue now - I’ve updated all my QB products, archived ones I no longer use and added others. But they don’t show in the drop down list on the proposal. Do I need to disconnect and reconnect? Or how does that update?

I’m having issues figuring out where to do this:)

When I send a final contract/invoice to a client, it has multiple pages. First page is a sketch of their wedding cake, second page is the invoice - but because I use smart files, the designed copy is blank with no services added, because that section is generated when the client makes their selection from the proposal I send. Then the next page is a contract (also auto-generated on selection) and then finally the payment screen. So where can I designate the product type so it goes into my Quickbooks under Wedding Cake instead of just a generic “sales”??

Hi Kellie! You should be able to assign the QuickBooks account when you make the proposal and then whatever the client chooses from the proposal should come with the QuickBooks selection already attached to it when the invoice is auto generated from the selection the client makes. Let us know I you have any issues! 

Ok thanks - I found that on my proposal smart file. I do have another issue now - I’ve updated all my QB products, archived ones I no longer use and added others. But they don’t show in the drop down list on the proposal. Do I need to disconnect and reconnect? Or how does that update?

No, you don’t have to disconnect. All you have to do is go over to your QuickBooks Dashboard under Finance in HoneyBook, you’ll see a “Re-sync” bottom, click that and it’ll re-sync any changes made in your QuickBooks to HoneyBook. You should then be able to go back to the proposal and they should appear for you to link. Let us know if you have other issues! 

thanks! I totally missed that re-sync when I checked there :)

I absolutely love that you have this feature now! A couple questions…

  1. Will Honeybook remember what service each line item if used before was linked to or do I need to reselect the right mapping everytime I create an invoice. 
  2. Why is is only service items in Quickbooks that show up. I currently have some service items and non-inventory items and the non-inventory items don’t show up. probably not the end of the world to designate those in quickbook as services but if we’re being accurate they are not technically services they are products that we rent for each booking. 

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