Therefore, all the individual client payment entries that HB sent to QB have no match in my Wells Fargo bank account because the funds no longer transfer automatically. Should I change the setting in HB Finance to allow each payment be sent to my bank when they clear or something else? What is the best practice here? Thanks
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Hi Brad!
If you set up HoneyBook Balance (HoneyBook’s bank account feature) and have all your client payments now going there, you have to go into QuickBooks and update that so that it reflects in QuickBooks as well. Check out this article for steps on how to do that.
Feel free to come back here if there’s anything else we can help you with.
I JUST realized I DID switch to HB Balance. I thought I was still using my business bank account at Wells Fargo. That caused me major confusion until I dug into the help.honeybook.com QB/HB section about settings, etc. Sorry for the confusion.
That’s okay, Brad. Were you able to to set it all up or is there anything else we can assist you with?
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